Generate AI-Powered Morning Briefs from ClickUp to Slack and Gmail with GPT-4o

Description

Automate your team's daily stand-ups with AI-powered morning briefs, directly pulled from ClickUp tasks and shared via Slack and Gmail every morning. ☀️📋💬

What This Template Does

• Triggers automatically at 9:15 AM each morning via cron. ⏰
• Fetches the latest sprint and all active or due-today tasks from ClickUp.
• Categorizes tasks by status, priority, and assignee for clear visibility.
• Uses Azure OpenAI GPT-4o to generate a detailed, structured morning summary.
• Formats the AI summary into a clean HTML email and a Slack post.
• Sends automated updates to Gmail and Slack channels.
• Includes real-time error detection and Slack alerts for quick debugging.

Key Benefits

✅ Eliminates manual stand-up prep by generating AI-driven daily reports.
✅ Keeps teams aligned with clear task summaries and blocker tracking.
✅ Automatically distributes updates across Slack and Gmail.
✅ Provides HTML-formatted emails and Slack markdown summaries.
✅ Reduces time spent on daily check-ins and sprint reviews.

Features

• Fully automated daily scheduling using cron triggers.
• Real-time task fetching and categorization from ClickUp.
• GPT-4-powered summarization for executive-style briefs.
• Responsive HTML email builder for beautiful reports.
• Slack integration for quick, shareable updates.
• Error handling with dedicated Slack notifications.

Requirements

• ClickUp OAuth2 credentials for task access.
• Azure OpenAI GPT-4o API credentials for summary generation.
• Slack API credentials for channel posting.
• Gmail OAuth2 credentials for sending email reports.

Target Audience

• Project managers and team leads needing automated daily briefings 👩‍💼
• Development teams using ClickUp for sprint and task tracking 💻
• Agencies or operations teams coordinating across tools 🔄
• Remote teams seeking quick alignment and productivity boosts 🌍

Step-by-Step Setup Instructions

• Connect your ClickUp account via OAuth2 and update Team, Space, and Folder IDs. ⚙️
• Add Azure OpenAI GPT-4o credentials for AI summary generation. 🤖
• Configure Slack OAuth2 credentials and set the target channel ID. 💬
• Connect Gmail OAuth2 and define recipient email addresses. 📧
• Customize the schedule trigger time (default: 9:15 AM). 🕒
• Test the workflow to verify proper data retrieval and message delivery. 🚀