{"id":"lgj2XcZly50vMqKU","meta":{"instanceId":"8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177","templateCredsSetupCompleted":true},"name":"AI-Driven Feedback Classification and Reporting from Monday.com and Jira to Outlook","tags":[],"nodes":[{"id":"74675c08-9d89-4a2d-a36d-59c167bb42e1","name":"Workflow Overview","type":"n8n-nodes-base.stickyNote","position":[-2448,-528],"parameters":{"color":4,"width":450,"height":661,"content":"## šŸ“Š Customer Feedback Intelligence Workflow\n\n**Purpose:** Automatically process customer feedback from Monday.com, analyze with AI, create Jira tasks, and send weekly reports.\n\n**Key Features:**\n- Fetches feedback from Monday.com boards\n- AI-powered sentiment analysis and theme classification\n- Automatic Jira issue creation for product team\n- Google Sheets logging for analytics\n- Weekly HTML email reports via Outlook\n- Error notification system\n\n**Data Flow:**\n1. Fetch feedback from Monday.com\n2. Normalize and structure data\n3. AI analyzes sentiment & categorizes themes\n4. Calculate business impact scores\n5. Create Jira tasks for high-priority items\n6. Log to Google Sheets\n7. Generate and send weekly summary report\n\n**Schedule:** Runs every Monday at 9:00 AM\n\nāš ļø **Setup Required:** Configure credentials for Monday.com, Azure OpenAI, Jira, Google Sheets, and Outlook before running."},"typeVersion":1},{"id":"47e27d91-6cc5-44cd-9374-f4b0c10188b1","name":"Setup: Data Source","type":"n8n-nodes-base.stickyNote","position":[-1792,32],"parameters":{"width":344,"height":259,"content":"## Step 1: Fetch Feedback Data\n\nRetrieves all customer feedback items from Monday.com board.\n\n**Setup:**\n- Replace `boardId` with your Monday.com board ID\n- Configure Monday.com API credentials\n- Ensure `groupId` matches your board structure"},"typeVersion":1},{"id":"553ce617-8fcc-4f94-a7b1-b5d76ebdd215","name":"Fetch Monday.com Feedback","type":"n8n-nodes-base.mondayCom","position":[-1648,-160],"parameters":{"boardId":"YOUR_BOARD_ID","groupId":"topics","resource":"boardItem","operation":"getAll","returnAll":true},"credentials":{"mondayComApi":{"id":"v9QkK1x0MHK2ULvk","name":"Monday.com account ch"}},"typeVersion":1},{"id":"c9de6225-3282-49ca-9db4-8bb10fd80aab","name":"Setup: Data Normalization","type":"n8n-nodes-base.stickyNote","position":[-1552,-496],"parameters":{"width":344,"height":312,"content":"## Step 2: Normalize Data\n\nExtracts and standardizes feedback fields into consistent format.\n\n**Fields Mapped:**\n- Title (feedback text)\n- Account Name\n- ARR (Annual Recurring Revenue)\n- NPS Before/After scores\n- Feedback Type\n- Contact Email\n- Submission Date"},"typeVersion":1},{"id":"73233e74-bcb5-47d7-87d1-4848d10e0268","name":"Normalize Feedback Fields","type":"n8n-nodes-base.set","position":[-1424,-160],"parameters":{"fields":{"values":[{"name":"Title","stringValue":"={{ $json.name }}"},{"name":"Account Name","stringValue":"={{ $json.column_values[1].text }}"},{"name":"ARR(USD)","stringValue":"={{ $json.column_values[2].text }}"},{"name":"NPS Before","stringValue":"={{ $json.column_values[3].text }}"},{"name":"NPS After","stringValue":"={{ $json.column_values[4].text }}"},{"name":"FeedBack Type","stringValue":"={{ $json.column_values[5].text }}"},{"name":"Contact Email","stringValue":"={{ $json.column_values[6].text }}"},{"name":"Submitted On","stringValue":"={{ $json.column_values[7].text }}"}]},"include":"selected","options":{}},"typeVersion":3},{"id":"c101c93b-0b00-4734-8247-27f90ef3297f","name":"Setup: AI Analysis","type":"n8n-nodes-base.stickyNote","position":[-1120,-656],"parameters":{"width":344,"height":355,"content":"## Step 3: AI Theme Classification\n\nUses Azure OpenAI to analyze feedback and extract:\n- Theme category (e.g., \"app-crash\", \"ui-design\")\n- Human-readable label\n- Sentiment (positive/neutral/negative)\n\n**Setup:**\n- Configure Azure OpenAI credentials\n- Model: GPT-4o\n- Returns structured JSON output"},"typeVersion":1},{"id":"cbd79e63-6ef3-4de3-8e93-5d3825865ac0","name":"Merge AI Results with Feedback","type":"n8n-nodes-base.merge","position":[-848,-160],"parameters":{"mode":"combine","options":{},"combinationMode":"mergeByPosition"},"typeVersion":2.1},{"id":"7fa77a1a-b1e4-4c0b-803f-41688c7662ea","name":"Setup: Jira Integration","type":"n8n-nodes-base.stickyNote","position":[-32,-544],"parameters":{"width":343.81788385280146,"height":308.6359741062274,"content":"## Step 4: Create Jira Issues\n\nAutomatically creates Jira tasks with:\n- Theme as title\n- Feedback text in description\n- ARR impact and NPS data\n- Sentiment analysis\n- Impact score\n\n**Setup:**\n- Replace `project` ID with your Jira project\n- Configure Jira credentials\n- Customize issue type if needed"},"typeVersion":1},{"id":"22662502-fdce-4ab1-85e5-32196d570fda","name":"Create Jira Task for Feedback","type":"n8n-nodes-base.jira","position":[-176,-352],"parameters":{"project":{"__rl":true,"mode":"list","value":"YOUR_PROJECT_ID","cachedResultName":"Your Project Name"},"summary":"=Theme: {{$json[\"theme_label\"]}} ({{$json[\"theme_key\"]}})","issueType":{"__rl":true,"mode":"list","value":"10006","cachedResultName":"Task"},"additionalFields":{"description":"=šŸ’¬ Feedback: {{$json[\"feedback\"]}}\n\nšŸ’° ARR Impact: ${{$json[\"arr_usd\"]}}\nšŸ˜ Sentiment: {{$json[\"sentiment\"]}}\nšŸ“Š NPS Before ā†’ {{$json[\"nps_before\"]}} | After ā†’ {{$json[\"nps_after\"]}}\nāš” Impact Score: {{$json[\"impact_score\"]}}\n\nLabels: feedback, {{$json[\"theme_key\"]}}\n"}},"credentials":{"jiraSoftwareCloudApi":{"id":"Q6d7sLBVOfGWmaLw","name":"Jira SW Cloud account vivek"}},"typeVersion":1},{"id":"d0084ad1-e8ad-4802-b560-74f997c365cb","name":"Setup: Data Logging","type":"n8n-nodes-base.stickyNote","position":[0,-208],"parameters":{"width":343.81788385280146,"height":288.6362189310366,"content":"## Step 5: Log to Google Sheets\n\nAppends processed feedback to Google Sheets for:\n- Long-term analytics\n- Dashboard integration\n- Historical tracking\n\n**Setup:**\n- Replace `documentId` with your Sheet ID\n- Configure Google Sheets OAuth2\n- Ensure sheet has matching columns"},"typeVersion":1},{"id":"f95ddd6f-e581-4a8a-8321-74b50c183ebf","name":"Log to Google Sheets","type":"n8n-nodes-base.googleSheets","position":[-176,-160],"parameters":{"columns":{"mappingMode":"autoMapInputData","matchingColumns":["theme_key"]},"options":{},"operation":"appendOrUpdate","sheetName":{"__rl":true,"mode":"list","value":"gid=0","cachedResultName":"Customer Feedback"},"documentId":{"__rl":true,"mode":"list","value":"YOUR_SHEET_ID","cachedResultName":"Your Feedback Sheet"}},"credentials":{"googleSheetsOAuth2Api":{"id":"kpPEOLCGn963qpoh","name":"automations@techdome.ai"}},"typeVersion":4.4},{"id":"2abb077d-0419-4693-a3bf-782d9f0e92b1","name":"Setup: Error Alerts","type":"n8n-nodes-base.stickyNote","position":[-2240,304],"parameters":{"width":344,"height":369,"content":"## Error Handling\n\nCatches workflow failures and sends email alerts.\n\n**Alert includes:**\n- Workflow name\n- Execution ID\n- Failed node name\n- Error message\n- Timestamp\n\n**Setup:**\n- Set environment variable `ERROR_ALERT_EMAIL`\n- Configure Gmail OAuth2 credentials"},"typeVersion":1},{"id":"1dc8d357-370c-4db4-bf62-c0fc90a03300","name":"On Workflow Error","type":"n8n-nodes-base.errorTrigger","position":[-1872,464],"parameters":{},"typeVersion":1},{"id":"022da409-d000-44e8-85a1-21bce519482d","name":"Send Error Alert Email","type":"n8n-nodes-base.gmail","position":[-1648,464],"webhookId":"f19b5216-ea1f-4483-acbd-3d46469a6d5f","parameters":{"sendTo":"={{ $env.ERROR_ALERT_EMAIL }}","message":"=Workflow Execution Failed\n\nWorkflow: {{ $workflow.name }}\nExecution ID: {{ $execution.id }}\nFailed Node: {{ $json.node?.name || 'Unknown' }}\nError: {{ $json.error?.message || 'No error message' }}\nTimestamp: {{ $now.toISO() }}","options":{},"subject":"=n8n Workflow Error: {{ $workflow.name }}"},"credentials":{"gmailOAuth2":{"id":"70f5n8rPahCANHs7","name":"jyothi"}},"typeVersion":2.1},{"id":"a037a368-1d36-4771-993f-7770ce89ba17","name":"Weekly Schedule Trigger","type":"n8n-nodes-base.scheduleTrigger","position":[-1872,-160],"parameters":{"rule":{"interval":[{"field":"cronExpression","expression":"0 9 * * 1"}]}},"typeVersion":1.2},{"id":"4018a5de-0860-49f3-8db0-d97bf7bf88c8","name":"Setup: Schedule","type":"n8n-nodes-base.stickyNote","position":[-1984,-448],"parameters":{"width":343.8178838528013,"height":280,"content":"## Trigger: Weekly Schedule\n\nAutomatically runs every Monday at 9:00 AM.\n\n**Cron Expression:** `0 9 * * 1`\n- Minute: 0\n- Hour: 9 (9 AM)\n- Day of Month: * (any)\n- Month: * (any)\n- Day of Week: 1 (Monday)\n\nAdjust the schedule in node settings if needed."},"typeVersion":1},{"id":"640ed7b7-7acf-4a89-9f7f-da1a0747e0c6","name":"Structured JSON Output Parser","type":"@n8n/n8n-nodes-langchain.outputParserStructured","position":[-976,-16],"parameters":{"jsonSchemaExample":"{\n \"theme_key\": \"\",\n \"theme_label\": \"\",\n \"sentiment\": \"\"\n}"},"typeVersion":1.3},{"id":"b2997445-aefe-4bfa-ad21-7754b2c6d498","name":"AI Theme Classifier","type":"@n8n/n8n-nodes-langchain.agent","position":[-1200,-284],"parameters":{"text":"=Analyze the following customer feedback record and return structured JSON.\n\nFeedback data:\n{{ JSON.stringify($json) }}\n\nReturn JSON in this exact schema:\n{\n \"theme_key\": \"short-keyword-style category (lowercase, kebab-case)\",\n \"theme_label\": \"concise readable label (2-5 words)\",\n \"sentiment\": \"positive | neutral | negative\"\n}\n\nExamples:\nInput: \"App crashes when submitting reports.\"\nOutput: {\"theme_key\":\"app-crash\",\"theme_label\":\"App Stability\",\"sentiment\":\"negative\"}\n\nInput: \"Love the new dashboard design!\"\nOutput: {\"theme_key\":\"ui-design\",\"theme_label\":\"Dashboard Design\",\"sentiment\":\"positive\"}\n\nNow analyze this feedback and respond only with JSON.","options":{"systemMessage":"=You are an intelligent product feedback classifier. \nYour job is to analyze each feedback text and extract structured insights.\n\nFollow these strict rules:\n- Output must be valid JSON only (no markdown, no explanations).\n- Identify the underlying theme or category of the feedback.\n- Create a short, human-readable label for that theme.\n- Detect overall sentiment (positive, neutral, negative).\n- Do not repeat the full feedback text in output."},"promptType":"define","hasOutputParser":true},"typeVersion":1.7},{"id":"ae2b52c2-9be1-4d8e-9b72-6dcff9b948f4","name":"Conversation Memory Buffer","type":"@n8n/n8n-nodes-langchain.memoryBufferWindow","position":[-1104,-80],"parameters":{"sessionKey":"=\"feedback_classification_\" + $now.format('yyyy-MM-dd')","sessionIdType":"customKey","contextWindowLength":7},"typeVersion":1.3},{"id":"78abb932-8eb0-407f-b059-ed2285778f71","name":"Setup: Data Structuring","type":"n8n-nodes-base.stickyNote","position":[-848,32],"parameters":{"width":343.81788385280146,"height":270.78228621783586,"content":"## Step 3b: Structure AI Output\n\nConverts AI classification results into clean format:\n- Extracts ARR and NPS values as numbers\n- Combines theme data from AI\n- Preserves original feedback text\n- Prepares data for impact scoring"},"typeVersion":1},{"id":"f90ec364-b556-47f3-8250-e93938a4455b","name":"Structure AI Classification Output","type":"n8n-nodes-base.set","position":[-624,-160],"parameters":{"mode":"raw","options":{},"jsonOutput":"={\n \"arr_usd\": {{ Number($json['ARR(USD)']) }},\n \"nps_before\": {{ Number($json['NPS Before']) }},\n \"nps_after\": {{ Number($json['NPS After']) }},\n \"theme_key\": \"{{ $json.output.theme_key }}\",\n \"theme_label\": \"{{ $json.output.theme_label }}\",\n \"sentiment\": \"{{ $json.output.sentiment }}\",\n \"feedback\": \"{{ $json['Title'] }}\"\n}"},"typeVersion":3.4},{"id":"9395692c-3e78-4266-b45f-4ce4eba5739d","name":"Setup: Impact Scoring","type":"n8n-nodes-base.stickyNote","position":[-672,-432],"parameters":{"width":343.81788385280146,"height":250.78228621783586,"content":"## Step 3c: Calculate Impact Score\n\nCalculates business impact using weighted formula:\n- 50% weight: ARR value (normalized)\n- 30% weight: NPS stability\n- 20% weight: Sentiment severity\n\nHigher scores = higher priority for product team."},"typeVersion":1},{"id":"ceceb3a5-ba7a-4b90-a4d8-248ac18abe4f","name":"Calculate Business Impact Score","type":"n8n-nodes-base.set","position":[-400,-160],"parameters":{"options":{},"assignments":{"assignments":[{"id":"impact-score-calc","name":"impact_score","type":"number","value":"={{ (0.5 * ($json.arr_usd / 50000)) + (0.3 * ((10 - Math.abs($json.nps_after - $json.nps_before)) / 10)) + (0.2 * ($json.sentiment === 'negative' ? 1 : $json.sentiment === 'neutral' ? 0.5 : 0.2)) }}"}]}},"typeVersion":3.4},{"id":"be4e3188-2f09-4490-ac95-c32a372b2ec5","name":"Setup: Email Reports","type":"n8n-nodes-base.stickyNote","position":[-80,192],"parameters":{"width":343.81788385280146,"height":310.78228621783586,"content":"## Step 6: Weekly Email Report\n\nGenerates professional HTML email with:\n- Executive summary\n- Key metrics dashboard\n- Critical issues (high ARR or NPS drops)\n- Customer wins\n- Complete feedback table\n\n**Setup:**\n- Configure Outlook OAuth2\n- Replace recipient email address\n- Runs automatically every Monday"},"typeVersion":1},{"id":"08498f99-f113-4b02-8716-0091a04f7b2b","name":"Generate HTML Report","type":"n8n-nodes-base.code","position":[-176,32],"parameters":{"jsCode":"// Weekly Feedback Report Formatter\n// Generates Outlook-compatible HTML email\n\nconst feedbackData = $input.all();\n\n// Calculate summary metrics\nlet totalARR = 0;\nlet positiveCount = 0;\nlet negativeCount = 0;\nlet neutralCount = 0;\nlet npsImproved = 0;\nlet npsDeclined = 0;\nlet totalNPSChange = 0;\n\nconst criticalIssues = [];\nconst wins = [];\n\nfeedbackData.forEach(item => {\n const arr = parseFloat(item.json.arr_usd) || 0;\n const npsBefore = parseFloat(item.json.nps_before) || 0;\n const npsAfter = parseFloat(item.json.nps_after) || 0;\n const npsChange = npsAfter - npsBefore;\n \n totalARR += arr;\n totalNPSChange += npsChange;\n \n // Count sentiments\n if (item.json.sentiment === 'positive') positiveCount++;\n else if (item.json.sentiment === 'negative') negativeCount++;\n else neutralCount++;\n \n // Track NPS changes\n if (npsChange > 0) npsImproved++;\n else if (npsChange < 0) npsDeclined++;\n \n // Identify critical issues\n if (item.json.sentiment === 'negative' && (arr > 20000 || npsChange <= -2)) {\n criticalIssues.push({ ...item.json, arr, npsChange });\n }\n \n // Identify wins\n if (item.json.sentiment === 'positive' && npsChange > 0) {\n wins.push({ ...item.json, arr, npsChange });\n }\n});\n\ncriticalIssues.sort((a, b) => b.arr - a.arr);\nwins.sort((a, b) => b.npsChange - a.npsChange);\n\nconst today = new Date();\nconst weekStart = new Date(today);\nweekStart.setDate(today.getDate() - 7);\n\nconst formatDate = (date) => {\n return date.toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric' });\n};\n\nconst subject = `Customer Feedback Weekly Report - ${formatDate(weekStart)} to ${formatDate(today)}`;\n\nconst htmlBody = `\n\n\n \n \n\n\n \n \n \n \n
\n \n \n \n \n \n \n \n \n \n \n ${criticalIssues.length > 0 ? `\n \n \n \n ` : ''}\n ${wins.length > 0 ? `\n \n \n \n ` : ''}\n \n \n \n
\n

šŸ“Š Customer Feedback Weekly Report

\n

Report Period: ${formatDate(weekStart)} to ${formatDate(today)}

\n
\n \n \n \n \n
\n

šŸ“ˆ Executive Summary

\n

\n This week we collected ${feedbackData.length} feedback responses from customers representing \n $${totalARR.toLocaleString()} in total ARR. Overall NPS movement shows \n ${npsImproved} accounts improved and ${npsDeclined} declined.\n

\n
\n
\n

šŸŽÆ Key Metrics

\n \n \n \n \n \n \n
\n \n \n \n \n
\n
Total Feedback
\n
${feedbackData.length}
\n
\n 		\n \n \n \n \n
\n
Positive
\n
${positiveCount}
\n
\n 		\n \n \n \n \n
\n
Negative
\n
${negativeCount}
\n
\n
\n
\n

šŸšØ Critical Issues

\n ${criticalIssues.slice(0, 5).map(issue => `\n \n \n \n \n
\n ${issue.theme_label}\n CRITICAL\n
\n ARR: ${issue.arr.toLocaleString()} | NPS: ${issue.nps_before} ā†’ ${issue.nps_after}\n

${issue.feedback}

\n
\n `).join('')}\n
\n

šŸŽ‰ Customer Wins

\n ${wins.slice(0, 5).map(win => `\n \n \n \n \n
\n ${win.theme_label}\n WIN\n
\n ARR: ${win.arr.toLocaleString()} | NPS: ${win.nps_before} ā†’ ${win.nps_after}\n

${win.feedback}

\n
\n `).join('')}\n
\n

\n Automated by n8n | Generated on ${formatDate(today)}\n

\n
\n
\n\n`;\n\nreturn [{\n json: {\n subject: subject,\n body: htmlBody,\n summary: {\n total_feedback: feedbackData.length,\n total_arr: totalARR,\n positive_count: positiveCount,\n negative_count: negativeCount,\n neutral_count: neutralCount,\n nps_improved: npsImproved,\n nps_declined: npsDeclined,\n critical_issues_count: criticalIssues.length,\n wins_count: wins.length\n }\n }\n}];"},"typeVersion":2},{"id":"9856c766-0c69-4720-835d-a485927fbb69","name":"Send a message","type":"n8n-nodes-base.microsoftOutlook","position":[48,32],"webhookId":"bac58a25-de50-4bca-a6cc-5d35012c67cb","parameters":{"subject":"={{ $json.subject }}","bodyContent":"={{ $json.body }}","toRecipients":"YOUR_EMAIL@example.com","additionalFields":{"bodyContentType":"html"}},"credentials":{"microsoftOutlookOAuth2Api":{"id":"dVY4LPJeMsLJMtJZ","name":"Microsoft Outlook account"}},"typeVersion":2},{"id":"836e0820-15a8-4938-a4ff-d59fd0c93050","name":"Azure OpenAI Chat Model1","type":"@n8n/n8n-nodes-langchain.lmChatAzureOpenAi","position":[-1248,32],"parameters":{"model":"gpt-4o","options":{}},"credentials":{"azureOpenAiApi":{"id":"C3WzT18XqF8OdVM6","name":"Azure Open AI account"}},"typeVersion":1}],"active":true,"pinData":{},"settings":{"executionOrder":"v1"},"versionId":"c7cc5d75-cfd8-430e-b300-69f53c5881b3","connections":{"On Workflow Error":{"main":[[{"node":"Send Error Alert Email","type":"main","index":0}]]},"AI Theme Classifier":{"main":[[{"node":"Merge AI Results with Feedback","type":"main","index":0}]]},"Generate HTML Report":{"main":[[{"node":"Send a message","type":"main","index":0}]]},"Weekly Schedule Trigger":{"main":[[{"node":"Fetch Monday.com Feedback","type":"main","index":0}]]},"Azure OpenAI Chat Model1":{"ai_languageModel":[[{"node":"AI Theme Classifier","type":"ai_languageModel","index":0}]]},"Fetch Monday.com Feedback":{"main":[[{"node":"Normalize Feedback Fields","type":"main","index":0}]]},"Normalize Feedback Fields":{"main":[[{"node":"AI Theme Classifier","type":"main","index":0},{"node":"Merge AI Results with Feedback","type":"main","index":1}]]},"Conversation Memory Buffer":{"ai_memory":[[{"node":"AI Theme Classifier","type":"ai_memory","index":0}]]},"Structured JSON Output Parser":{"ai_outputParser":[[{"node":"AI Theme Classifier","type":"ai_outputParser","index":0}]]},"Merge AI Results with Feedback":{"main":[[{"node":"Structure AI Classification Output","type":"main","index":0}]]},"Calculate Business Impact Score":{"main":[[{"node":"Create Jira Task for Feedback","type":"main","index":0},{"node":"Log to Google Sheets","type":"main","index":0},{"node":"Generate HTML Report","type":"main","index":0}]]},"Structure AI Classification Output":{"main":[[{"node":"Calculate Business Impact Score","type":"main","index":0}]]}}}