Monitor and Report OKR Variance from Monday.com and Jira via Slack and Email — Flujo de trabajo n8n

Media complejidad⏰ Programado12 nodos🏷️ Project Management👁 2 vistaspor Rahul Joshi

Descripción general

Description Synchronize OKRs (Objectives and Key Results) between Monday.com and Jira to automatically calculate progress variance, update dashboards, and share variance reports via Slack and Outlook. This workflow ensures teams have accurate, real-time visibility into performance metrics and project alignment — without manual reconciliation. 🎯📈💬

What This Template Does Step 1: Triggers daily at a scheduled time to fetch the latest OKRs from Monday.com. ⏰ Step 2: Extracts Key Results and their

Nodos utilizados

SlackJira SoftwareMonday.comMicrosoft OutlookCode

Vista previa del flujo de trabajo

🎯 OKR Sync & Variance Tracking System
This workflow automates the synchronization of OKRs (Ob
⏰ Schedule Configuration
Setup Steps:
1. Click on this node
2. Set your desired interval (daily/weekly)
3. Choose optimal run time (e.g., 9 AM daily)
4. Consider timezone settings
📋 Monday.com Board Setup
Required Columns:
- Objective Name (text)
- Jira Epic Keys (text, comma-separated)
- Target Progress (number, %)
- Current Progress (number, %)
🔄 Field Mapping
This node extracts and standardizes Monday.com column d
What it does:
- Maps column indices to readable field names
- Prepares data for downstream
🔀 Epic Splitting Logic
Each KR can track multiple Jira epics (comma-separated)
Example:
- Input: KR-123 → EPIC-1, EPIC-2
- Output: 2 items (KR-12
🔗 Jira Integration
Setup:
1. Connect your Jira credentials
2. Ensure the Jira account has read access to all linke
3. Test with a single epic key first
Rate Limits: Jira Cloud allo
🧹 Response Normalization
Jira API returns nested complex objects. This node flat
- Issue key
- Summary (name)
- Status (for progr
🔗 SQL Merge Strategy
This node performs a LEFT JOIN to combine:
- Input 1: KR metadata (from Monday)
- Input 2: Epic details (from Jira)
Result: Each KR-Epic pair with complete context for va
📊 Progress Calculation Logic
Status Weights:
- To Do = 0%
- In Progress = 50%
- Done = 100%
Formula:
✍️ Monday.com Update
Configuration Needed:
1. Replace column IDs with your actual Monday board col
- MONDAY_COL_ACTUAL_PROGRESS → Actual Progress colum
- MONDAY_COL_VARIANCE → V
📦 Aggregation for Reporting
Combines all KR variance data into a single payload for
Output: Array of all KRs with their computed metrics, r
💬 Slack Notification
Setup:
1. Replace channelId with your Slack channel ID
2. Or use environment variable: SLACK_CHANNEL_ID
3. Customize message formatting as needed
Tip: Use Slack's Blo
📧 Email Notification
Setup:
1. Replace hardcoded email with: REPORT_RECIPIENT_EMAIL
2. Or use dynamic owner emails from data
3. Customize HTML template as needed
Note: Ensure
⚡
D
Daily OKR Sync Trigger
Fetch OKRs from Monday.com
M
Map Monday Fields → Stan…
Split KR → Epics Mapper
Fetch Jira Epic Details
Normalize Jira Response
J
Join KR + Epic Data (SQL…
Compute KR Progress & Va…
Update KR Status on Monday
A
Aggregate Final Results …
Post Slack Variance Report
Email Variance Digest (O…
12 nodes12 edges

Cómo funciona

  1. 1

    Disparador

    El flujo de trabajo comienza con un disparador programado, ejecutándose según un horario definido.

  2. 2

    Procesamiento

    Los datos fluyen a través de 12 nodos, connecting aggregate, code, jira.

  3. 3

    Salida

    El flujo de trabajo completa su automatización y entrega el resultado al destino configurado.

Detalles de nodos (12)

SL

Slack

slack

#1
JI

Jira Software

jira

#2
MO

Monday.com

mondayCom

#3
MI

Microsoft Outlook

microsoftOutlook

#4
CO

Code

code

#5

Cómo importar este flujo de trabajo

  1. 1Haz clic en el botón Descargar JSON a la derecha para guardar el archivo del flujo de trabajo.
  2. 2Abre tu instancia de n8n. Ve a Flujos de trabajo → Nuevo → Importar desde archivo.
  3. 3Selecciona el archivo monitor-and-report-okr-variance-from-mondaycom-and-jira-via-slack-and-email descargado y haz clic en Importar.
  4. 4Configura las credenciales para cada nodo de servicio (claves API, OAuth, etc.).
  5. 5Haz clic en Probar flujo de trabajo para verificar que todo funcione, luego actívalo.

O pega directamente en n8n → Importar desde JSON:

{ "name": "Monitor and Report OKR Variance from Monday.com and Jira via Slack and Email", "nodes": [...], ...}

Integraciones

aggregatecodejiramergemicrosoftoutlookmondaycomscheduletriggersetslack

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Descarga e importa con un solo clic

Descargar JSONVer en n8n.io
Nodos12
Complejidadmedium
Disparadorscheduled
Vistas2
CategoríaProject Management

Creado por

Rahul Joshi

Rahul Joshi

@rahul08

Etiquetas

aggregatecodejiramergemicrosoftoutlookmondaycomscheduletriggersetslack
⚡

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