What This Workflow Does
This n8n workflow automates the collection, analysis, and reporting of customer feedback from multiple sources. It integrates Monday.com and Jira to create an intelligent feedback processing system powered by AI. The workflow automatically classifies feedback by sentiment and theme, creates actionable tasks in Jira, logs data to Google Sheets, and delivers weekly summary reports via Microsoft Outlook.
How It Works
The workflow follows a structured process to handle customer feedback efficiently:
- A scheduled trigger activates the workflow on a weekly basis to process accumulated feedback
- The Monday.com node retrieves all customer feedback from designated boards
- Data is merged and prepared using set and merge nodes for consistent formatting
- An AI agent powered by Azure OpenAI analyzes each feedback entry for sentiment, themes, and actionable insights
- The structured output parser organizes AI results into a standardized format
- A code node processes the analyzed data and prepares it for downstream actions
- Jira automatically creates issues for feedback requiring product team attention
- All processed feedback is logged to Google Sheets for historical analytics and reporting
- A formatted HTML report is generated and sent via Microsoft Outlook to stakeholders
- Error handling via the error trigger ensures workflow stability and notification of issues
Use Cases
- SaaS Product Teams: Automatically categorize user feedback from support channels and prioritize feature requests based on sentiment and frequency
- Customer Success Operations: Identify at-risk customers through negative sentiment analysis and trigger proactive outreach workflows
- Product Management: Weekly reports on emerging themes and customer pain points to inform roadmap decisions
- Quality Assurance: Flag critical bugs and issues from customer feedback and create tracked Jira tasks for the development team
- Marketing and Brand Monitoring: Track customer perception trends over time and identify opportunities for case studies or testimonials
Nodes Used
- Sticky Note: Documentation and workflow notes
- Monday.com: Source for customer feedback from project boards
- Set: Transforms and formats data fields
- Merge: Combines data from multiple sources
- Jira: Creates and updates issues from analyzed feedback
- Google Sheets: Logs and archives all feedback for analytics
- Error Trigger: Catches and handles workflow errors gracefully
- Gmail: Optional email notification capability
- Schedule Trigger: Activates the workflow on a defined schedule
- Output Parser Structured: Parses AI responses into structured data
- AI Agent: Orchestrates multi-step AI reasoning for feedback analysis
- Memory Buffer Window: Maintains context across multiple feedback items during processing
- Code Node: Custom logic for data transformation and processing
- Microsoft Outlook: Sends formatted reports to stakeholders
- LM Chat Azure OpenAI: Provides AI language model capabilities for sentiment and theme analysis
Prerequisites
- Active Monday.com workspace with feedback board configured
- Jira account with API access and project selected for task creation
- Azure OpenAI API credentials and deployed model endpoint
- Google Sheets document for feedback logging with appropriate access permissions
- Microsoft Outlook account for sending reports
- n8n instance with access to all required node integrations
- Proper authentication credentials stored as n8n environment variables
- Defined feedback board structure in Monday.com with consistent field naming
Difficulty Level
Advanced: This workflow requires understanding of multiple integrations, AI prompt engineering, data transformation, and API configuration. Users should be comfortable with JSON data structures, conditional logic, and have experience setting up authentication across multiple platforms. The Azure OpenAI integration and AI agent setup demand knowledge of language model prompting techniques.
This workflow template is shared under the n8n fair-code license. Free to use and modify.
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