Generate daily Jira summaries & weekly reports with Azure OpenAI and Gmail

Description  Automates daily EOD summaries from Jira issues into an Excel sheet, then compiles a weekly summary using Azure OpenAI (GPT-4o-mini) and delivers it to stakeholders via email. Gain consistent reporting, clear insights, and hands-free delivery. ✨📧

What This Template Does  - Fetches Jira issues and extracts key fields. 🧩 - Generates End‑of‑Day summaries and stores them in Excel daily. 📄 - Aggregates the week’s EOD data from Excel. 📚 - Creates a weekly summary using Azure OpenAI (GPT-4o-mini). 🤖 - Delivers the weekly report to stakeholders via email. 📬

Key Benefits  - Saves time with fully automated daily and weekly reporting. ⏱️ - Ensures consistent, structured summaries every time. 📏 - Improves clarity for stakeholders with readable insights. 🪄 - Produces mobile-friendly email summaries for quick consumption. 📱 - No-code customization inside n8n. 🛠

Features  - Jira issue ingestion and transformation. - Daily EOD summary generation and Excel storage. - Weekly AI summarization with Azure OpenAI (GPT-4o-mini). - Styled HTML email output to stakeholders. - Scheduling for hands-free execution.

Requirements  - An n8n instance (cloud or self-hosted). - Jira access to read issues. - Azure OpenAI (GPT-4o-mini) for weekly AI summarization. - Email service (Gmail/SMTP) configured in n8n credentials. - Excel/Sheet storage set up to append and read daily EOD entries.

Target Audience  - Engineering and product teams needing routine summaries. - Project managers tracking daily progress. - Operations teams consolidating weekly reporting. - Stakeholders who prefer clean email digests.

Step-by-Step Setup Instructions  - Jira: Connect your Jira credentials and confirm issue read access. - Azure OpenAI: Deploy GPT-4o-mini and add Azure OpenAI credentials in n8n. - Gmail/SMTP: Connect your email account in n8n Credentials and authorize sending. - Excel/Sheet: Configure the sheet used to store daily EOD summaries. - Import the workflow, assign credentials to nodes, replace placeholders, then run and schedule.

Security Best Practices  - Use scoped API tokens for Jira with read-only permissions. 🔐 - Store Azure OpenAI and email credentials in n8n’s encrypted credentials manager. 🧯 - Limit email recipients to approved stakeholder lists. 🚦 - Review logs regularly and rotate credentials on a schedule. ♻