Monitor and Report OKR Variance from Monday.com and Jira via Slack and Email β€” n8n Workflow

Gemiddeld complexiteit⏰ Gepland12 knooppunten🏷️ Project ManagementπŸ‘ 2 weergavendoor Rahul Joshi

Overzicht

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 β€” without manual reconciliation. πŸŽ―πŸ“ˆπŸ’¬

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

Gebruikte knooppunten

SlackJira SoftwareMonday.comMicrosoft OutlookCode

Workflow-voorvertoning

🎯 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
πŸ“‹ Monday.com Board Setup
Required Columns:
- Objective Name (text)
- Jira Epic Keys (text, comma-separated)
- Target Progress (number, %)
- Current Progress (number, %)
πŸ”„ 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
πŸ”€ Epic Splitting Logic
Each KR can track multiple Jira epics (comma-separated)
Example:
- Input: KR-123 β†’ EPIC-1, EPIC-2
- Output: 2 items (KR-12
πŸ”— 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
πŸ”— 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
πŸ“Š 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 β†’ Actual Progress colum
- MONDAY_COL_VARIANCE β†’ V
πŸ“¦ Aggregation for Reporting
Combines all KR variance data into a single payload for
Output: Array of all KRs with their computed metrics, r
πŸ’¬ 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
πŸ“§ 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 β†’ Stan…
Split KR β†’ 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

Hoe het werkt

  1. 1

    Trigger

    De workflow start met een gepland-trigger, uitgevoerd op een gedefinieerd schema.

  2. 2

    Verwerking

    Gegevens stromen door 12 knooppunten, connecting aggregate, code, jira.

  3. 3

    Uitvoer

    De workflow voltooit zijn automatisering en levert het resultaat aan de geconfigureerde bestemming.

Knooppuntdetails (12)

SL

Slack

slack

#1
JI

Jira Software

jira

#2
MO

Monday.com

mondayCom

#3
MI

Microsoft Outlook

microsoftOutlook

#4
CO

Code

code

#5

Hoe deze workflow te importeren

  1. 1Klik op de knop JSON downloaden rechts om het workflowbestand op te slaan.
  2. 2Open uw n8n-instantie. Ga naar Workflows β†’ Nieuw β†’ Importeren uit bestand.
  3. 3Selecteer het gedownloade bestand monitor-and-report-okr-variance-from-mondaycom-and-jira-via-slack-and-email en klik op Importeren.
  4. 4Stel inloggegevens in voor elk serviceknooppunt (API-sleutels, OAuth, enz.).
  5. 5Klik op Workflow testen om te controleren of alles werkt, activeer het vervolgens.

Of plak rechtstreeks in n8n β†’ Importeren uit JSON:

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

Integraties

aggregatecodejiramergemicrosoftoutlookmondaycomscheduletriggersetslack

Haal deze workflow op

Download en importeer met één klik

JSON downloadenBekijken op n8n.io
Knooppunten12
Complexiteitmedium
Triggerscheduled
Weergaven2
CategorieProject Management

Gemaakt door

Rahul Joshi

Rahul Joshi

@rahul08

Tags

aggregatecodejiramergemicrosoftoutlookmondaycomscheduletriggersetslack
⚑

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