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Automated Consulting KPI Reporting with AI Insights and Threshold Alerts

by Hyrum HurstUpdated Aug 2026

Requires

Google SheetsOpenAISlack

Gmail

Google Calendar

1/5

STEPS · 17

Runs on a schedule

On a schedule, analyzes KPI data from Google Sheets with OpenAI, then routes threshold alerts to Slack, Gmail, and Google Calendar.

Summarize Zoom Meetings and Create Tasks with Claude, ClickUp, Calendar, Slack, and Sheets

On a schedule, summarizes Zoom meetings with Claude, then emails notes via Gmail, posts to Slack, creates Google Calendar events, and logs to Sheets.

On a schedule, summarizes Gmail emails with OpenAI, narrates them via ElevenLabs to Google Drive, and uploads the summary to Notion.

On a schedule, pulls Google Ads metrics, logs them to Google Sheets, and sends alerts via Slack and email.