📋 Easy8 and Microsoft Teams workflow template
⚡ 977 views · 📋 Project Management
Description
This workflow contains community nodes that are only compatible with the self-hosted version of n8n.
Daily Easy8 Task Digest to Microsoft Teams Channel
Overview
This workflow automatically collects newly assigned Easy8 tasks for a specific team and sends a concise, formatted summary to a Microsoft Teams channel each weekday morning. It’s designed to keep your team updated without manual copy-pasting or sifting through outdated information.
Perfect for project managers, team leads, or consultants using Easy8, this automation ensures that no high-priority or recent tasks are missed, improving transparency and daily planning.
How it works
- Daily Trigger (8:30 AM on workdays): Initiates the automation at a fixed schedule.
- Get Issues by Query: Easy8 node retrieves all issues matching a saved filter
- Split Out Issues: Breaks the received array of tasks into individual items for separate processing.
- Keep Relevant Fields & Add Link: Filters to essential data (ID, author, subject, description) and creates a clickable issue link using URL concatenation.
- Run for Each Task: Iterates over tasks to process and send individually.
- Message into Team Channel: Uses the Microsoft Teams node to post formatted HTML content into the chosen channel.
How to Use
- Import the workflow into your n8n instance.
- Set up Easy8 credentials with API access.
- Add or configure your Easy8 API credential.
- Set up Microsoft Teams credentials with API access.
- Add or configure your Microsoft Teams OAuth2 API credential.
- Adjust the saved filter in Easy8 to match your team’s needs.
- Update Teams channel or chat selection in the final node.
- Modify the scheduled trigger time if desired.
- Test with a smaller query before enabling full automation.
Example Use Cases
- Daily Team Stand-ups: Provide an automated pre-meeting digest of all new or updated tasks.
- Consulting Project Management: Keep consultants aware of the latest client requests.
- Support Teams: Quickly distribute newly assigned tickets without manual coordination.
Requirements
- Easy8 account with API access and permission to use saved filters.
- Microsoft Teams account with permission to post to the target channel.
Customization
- Adjust the saved filter in Easy8 to target different teams, statuses, or update windows.
- Change the schedule to match your meeting cadence (daily, twice daily, etc.).
- Alter the HTML formatting for better readability or company branding.
- Add more fields from Easy8 (priority, due date, etc.) for richer summaries.
Workflow Improvement Suggestions:
- Rename generic nodes like “manual” and “get-manyissues” to descriptive titles (e.g., “Filter Fields & Build Link”).
- Remove any real names or project-specific data before publishing.
- Consider adding error handling if Easy8 or Teams API calls fail.
🔗 Nodes Used
Microsoft Teams, Schedule Trigger
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File