Monitor and Report OKR Variance from Monday.com and Jira via Slack and Email — n8n 工作流

中 复杂度⏰ 定时12 个节点🏷️ Project Management👁 2 次查看作者：Rahul Joshi

概览

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

使用的节点

SlackJira SoftwareMonday.comMicrosoft OutlookCode

工作流预览

🎯 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

工作原理

  1. 1

    触发器

    工作流由 定时 触发器启动，按预定计划运行。

  2. 2

    处理

    数据流经 12 个节点, connecting aggregate, code, jira。

  3. 3

    输出

    工作流完成自动化并将结果发送到配置的目标。

节点详情 (12)

SL

Slack

slack

#1
JI

Jira Software

jira

#2
MO

Monday.com

mondayCom

#3
MI

Microsoft Outlook

microsoftOutlook

#4
CO

Code

code

#5

如何导入此工作流

  1. 1点击右侧 下载 JSON 按钮保存工作流文件。
  2. 2打开你的 n8n 实例，依次点击 工作流 → 新建 → 从文件导入。
  3. 3选择下载的 monitor-and-report-okr-variance-from-mondaycom-and-jira-via-slack-and-email 文件并点击导入。
  4. 4为每个服务节点配置 凭证（API 密钥、OAuth 等）。
  5. 5点击 测试工作流 验证一切正常，然后激活它。

或直接在 n8n → 从 JSON 导入 中粘贴：

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

集成

aggregatecodejiramergemicrosoftoutlookmondaycomscheduletriggersetslack

获取此工作流

一键下载并导入

下载 JSON在 n8n.io 上查看
节点12
复杂度medium
触发器scheduled
查看次数2
分类Project Management

创建者

Rahul Joshi

Rahul Joshi

@rahul08

标签

aggregatecodejiramergemicrosoftoutlookmondaycomscheduletriggersetslack
⚡

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