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Generate Daily Jira Summaries & Weekly Reports with Azure OpenAI and Gmail

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Created by: Rahul Joshi || rahul08

Rahul Joshi

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Last update a day ago

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Description

Automates daily EOD summaries from Jira issues into an Excel sheet, then compiles a weekly summary using Azure OpenAI (GPT-4o-mini) and delivers it to stakeholders via email. Gain consistent reporting, clear insights, and hands-free delivery. ✨📧

What This Template Does

  • Fetches Jira issues and extracts key fields. 🧩
  • Generates End‑of‑Day summaries and stores them in Excel daily. 📄
  • Aggregates the week’s EOD data from Excel. 📚
  • Creates a weekly summary using Azure OpenAI (GPT-4o-mini). 🤖
  • Delivers the weekly report to stakeholders via email. 📬

Key Benefits

  • Saves time with fully automated daily and weekly reporting. ⏱️
  • Ensures consistent, structured summaries every time. 📏
  • Improves clarity for stakeholders with readable insights. 🪄
  • Produces mobile-friendly email summaries for quick consumption. 📱
  • No-code customization inside n8n. 🛠

Features

  • Jira issue ingestion and transformation.
  • Daily EOD summary generation and Excel storage.
  • Weekly AI summarization with Azure OpenAI (GPT-4o-mini).
  • Styled HTML email output to stakeholders.
  • Scheduling for hands-free execution.

Requirements

  • An n8n instance (cloud or self-hosted).
  • Jira access to read issues.
  • Azure OpenAI (GPT-4o-mini) for weekly AI summarization.
  • Email service (Gmail/SMTP) configured in n8n credentials.
  • Excel/Sheet storage set up to append and read daily EOD entries.

Target Audience

  • Engineering and product teams needing routine summaries.
  • Project managers tracking daily progress.
  • Operations teams consolidating weekly reporting.
  • Stakeholders who prefer clean email digests.

Step-by-Step Setup Instructions

  • Jira: Connect your Jira credentials and confirm issue read access.
  • Azure OpenAI: Deploy GPT-4o-mini and add Azure OpenAI credentials in n8n.
  • Gmail/SMTP: Connect your email account in n8n Credentials and authorize sending.
  • Excel/Sheet: Configure the sheet used to store daily EOD summaries.
  • Import the workflow, assign credentials to nodes, replace placeholders, then run and schedule.

Security Best Practices

  • Use scoped API tokens for Jira with read-only permissions. 🔐
  • Store Azure OpenAI and email credentials in n8n’s encrypted credentials manager. 🧯
  • Limit email recipients to approved stakeholder lists. 🚦
  • Review logs regularly and rotate credentials on a schedule. ♻