Proceso de Incorporación

Intermedio

Este es unSupport, AIflujo de automatización del dominio deautomatización que contiene 11 nodos.Utiliza principalmente nodos como Set, Gmail, Start, ErrorTrigger, ChainLlm, combinando tecnología de inteligencia artificial para lograr automatización inteligente. Agente de incorporación de clientes con IA: Generador automático de correos de bienvenida

Requisitos previos
  • Cuenta de Google y credenciales de API de Gmail
  • Credenciales de API de Google Sheets
  • Clave de API de Google Gemini
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "id": "7R0XDRrkPclEYLJS",
  "meta": {
    "instanceId": "57c71fe69aec521b7d0bd3751d2e0aaa08f8884418e122571610a23c9eb8a65c"
  },
  "name": "Onboarding",
  "tags": [],
  "nodes": [
    {
      "id": "d29dd2a4-bcf0-4a85-ace6-930f8f100bb6",
      "name": "Nota Adhesiva",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1720,
        200
      ],
      "parameters": {
        "color": 4,
        "width": 420,
        "height": 680,
        "content": "=======================================\n            WORKFLOW ASSISTANCE\n=======================================\nFor any questions or support, please contact:\n    Yaron@nofluff.online\n\nExplore more tips and tutorials here:\n   - YouTube: https://www.youtube.com/@YaronBeen/videos\n   - LinkedIn: https://www.linkedin.com/in/yaronbeen/\n=======================================\n\nAuthor:\nYaron Been\n![Yaron Been](https://1.gravatar.com/avatar/a4e4dcaa1f76ff5266bbf80e8df86d22efda890474c68f7796e72fd82e3f2375?size=512&d=initials)"
      },
      "typeVersion": 1
    },
    {
      "id": "66045c99-118c-4302-807e-c4279d1a47a2",
      "name": "Inicio",
      "type": "n8n-nodes-base.start",
      "position": [
        -80,
        20
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "3cc38fca-c0c9-4c9f-90f1-a9d0ece9522c",
      "name": "Gestor de Errores",
      "type": "n8n-nodes-base.errorTrigger",
      "position": [
        1180,
        340
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "7b745afe-49a5-4cd6-aa03-a0dae214e908",
      "name": "Ejecución Completada",
      "type": "n8n-nodes-base.noOp",
      "position": [
        1180,
        20
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "0ea5c7e9-78b8-446a-bae1-802a5ecab399",
      "name": "Fallo de Ejecución",
      "type": "n8n-nodes-base.noOp",
      "position": [
        1380,
        340
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "e79e67c4-9de6-4287-86b9-e2cd6b884f52",
      "name": "Lista de Verificación del Cliente",
      "type": "n8n-nodes-base.set",
      "position": [
        540,
        20
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "c9c81e80-f2f2-436d-a6cf-48882b0f72ea",
              "name": "=Checklist",
              "type": "string",
              "value": "=\"Checklist\": \"\n1. Account setup\n2. Welcome call scheduled\n3. Document collection\n4. Service configuration\n5. Onboarding session\n6. First milestone review"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "daa90481-fb59-47ff-9aa1-14e33a42d459",
      "name": "Google Gemini Modelo de Chat",
      "type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini",
      "position": [
        700,
        520
      ],
      "parameters": {
        "options": {},
        "modelName": "models/gemini-2.0-flash"
      },
      "credentials": {
        "googlePalmApi": {
          "id": "cHiuNFEYYehlLyFW",
          "name": "Google Gemini(PaLM) Api account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "fc92711a-1073-474b-8e62-f6413986de4f",
      "name": "Nota Adhesiva1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -200,
        -220
      ],
      "parameters": {
        "width": 540,
        "content": "📋 Client Onboarding Automation  \nThis workflow triggers when a new row is added to a Google Sheet linked to a Google Form.  \nIt extracts client data, builds a checklist, uses Gemini to personalize it, and sends it via email.  \nIncludes error handling to notify if execution fails.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "5907c579-44bf-47e4-b38e-944700e8e540",
      "name": "Nota Adhesiva2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        940,
        200
      ],
      "parameters": {
        "width": 200,
        "height": 100,
        "content": "📤 Email the customized onboarding checklist  \nto the client using their submitted email address\n"
      },
      "typeVersion": 1
    },
    {
      "id": "f6abbdf9-156f-45cc-bb16-ccb619a3fba7",
      "name": "Nota Adhesiva3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1180,
        200
      ],
      "parameters": {
        "width": 200,
        "height": 100,
        "content": "✅ Indicates successful end of execution\n"
      },
      "typeVersion": 1
    },
    {
      "id": "2ccb5b9b-4d4b-4615-a8cd-c9aed234b75b",
      "name": "Nota Adhesiva4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1420,
        520
      ],
      "parameters": {
        "width": 200,
        "height": 100,
        "content": "🚨 Handles errors from any node above  \nCan trigger notifications or log the failure\n"
      },
      "typeVersion": 1
    },
    {
      "id": "4aaef60e-2e14-416c-9d01-6d8a692afc20",
      "name": "Nota Adhesiva5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1160,
        520
      ],
      "parameters": {
        "width": 200,
        "height": 100,
        "content": "❌ Catch any errors during execution  \nand take fallback or alerting action\n"
      },
      "typeVersion": 1
    },
    {
      "id": "0720cde8-e4a3-4e75-a9d5-9a72d67a041c",
      "name": "Nota Adhesiva6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        720,
        200
      ],
      "parameters": {
        "width": 200,
        "height": 100,
        "content": "🧠 Send prompt to Gemini API to tailor checklist  \nbased on client name, company, and selected services\n"
      },
      "typeVersion": 1
    },
    {
      "id": "76186e1d-a5e5-4935-bec9-8abf6494c5f9",
      "name": "Nota Adhesiva7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        480,
        200
      ],
      "parameters": {
        "width": 200,
        "height": 100,
        "content": "📋 Set the default onboarding checklist items\n"
      },
      "typeVersion": 1
    },
    {
      "id": "099c44da-a685-492f-ad8c-5001d181e37f",
      "name": "Nota Adhesiva8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        260,
        200
      ],
      "parameters": {
        "width": 200,
        "height": 100,
        "content": "🧍 Extract client details: name, email, company, services\n"
      },
      "typeVersion": 1
    },
    {
      "id": "7eb2540f-77bc-472f-927b-db19a59af74c",
      "name": "Nota Adhesiva9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        40,
        200
      ],
      "parameters": {
        "width": 200,
        "height": 100,
        "content": "⏰ Trigger when a new row is added  \n(Google Form response stored in Google Sheet)\n"
      },
      "typeVersion": 1
    },
    {
      "id": "d4d0d056-f14e-4ba0-9800-680854b25a3a",
      "name": "Activador en Nuevo Formulario de Cliente Enviado",
      "type": "n8n-nodes-base.googleSheetsTrigger",
      "position": [
        120,
        20
      ],
      "parameters": {
        "event": "rowAdded",
        "options": {},
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        },
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 1635870855,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/19Hvti1sX6SvjP1Kj8dWFEiksiqn1FJVBoMToP2X6xBw/edit#gid=1635870855",
          "cachedResultName": "Form Responses 1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "19Hvti1sX6SvjP1Kj8dWFEiksiqn1FJVBoMToP2X6xBw",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/19Hvti1sX6SvjP1Kj8dWFEiksiqn1FJVBoMToP2X6xBw/edit?usp=drivesdk",
          "cachedResultName": "Onboarding"
        }
      },
      "credentials": {
        "googleSheetsTriggerOAuth2Api": {
          "id": "HyhUBfOVRIuLMcGw",
          "name": "Google Sheets Trigger account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "c74110eb-1e8e-4836-93a7-76e8bc0a82f2",
      "name": "Extraer y Estructurar Datos del Cliente",
      "type": "n8n-nodes-base.set",
      "position": [
        320,
        20
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "7c333d8f-04cd-4987-9c30-4c7bc26baecb",
              "name": "fields",
              "type": "string",
              "value": "=Name:  {{ $json['Client name'] }} \nEmail:  {{ $json[' email '] }}\nCompany: {{ $json['  Company Name  '] }}\nService Needed: {{ $json['  Services Needed  '] }}\nOther info: {{ $json['  Any other onboarding info  '] }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "93822f2f-1013-4231-9602-3337fee939c8",
      "name": "Personalizar Usando Gemini",
      "type": "@n8n/n8n-nodes-langchain.chainLlm",
      "position": [
        680,
        20
      ],
      "parameters": {
        "text": "=Give me an onboarding check list for an email to the client, give me only email body and don't generate extra text like \"Okay, here's an email template ...\" and start and end on new lines\nstart with:\nHi {{ $('Trigger on New Client Form Submission').item.json['Client name'] }}, \nand end with \nBest regards,\nYour {{ $('Trigger on New Client Form Submission').item.json['  Company Name  '] }} Team\n\n:\nAlso use information from checklist and Fields below\n {{ $json.Checklist }}\n\nFields: {{ $('Extract and Structure Client Data').item.json.fields }}",
        "promptType": "define"
      },
      "typeVersion": 1.5
    },
    {
      "id": "03c3ee91-0d15-44a3-8426-7d9181a9876f",
      "name": "Enviar Correo al Cliente",
      "type": "n8n-nodes-base.gmail",
      "position": [
        980,
        20
      ],
      "webhookId": "2a07b507-23a6-4bfb-adff-997d30ea3dfa",
      "parameters": {
        "sendTo": "={{ $('Trigger on New Client Form Submission').item.json[' email '] }}",
        "message": "= {{ $json.text }}",
        "options": {},
        "subject": "=Welcome to Our Service,  {{ $('Trigger on New Client Form Submission').item.json['Client name'] }} "
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "4xTRVs8hsWgrdhHr",
          "name": "Gmail account 2"
        }
      },
      "typeVersion": 2.1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "7cf9d691-7a87-4cc1-9827-ac581cbaa503",
  "connections": {
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    "e79e67c4-9de6-4287-86b9-e2cd6b884f52": {
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    },
    "daa90481-fb59-47ff-9aa1-14e33a42d459": {
      "ai_languageModel": [
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            "type": "ai_languageModel",
            "index": 0
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    "93822f2f-1013-4231-9602-3337fee939c8": {
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    "d4d0d056-f14e-4ba0-9800-680854b25a3a": {
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    }
  }
}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Intermedio - Soporte, Inteligencia Artificial

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

Información del flujo de trabajo
Nivel de dificultad
Intermedio
Número de nodos11
Categoría2
Tipos de nodos9
Descripción de la dificultad

Adecuado para usuarios con experiencia intermedia, flujos de trabajo de complejidad media con 6-15 nodos

Autor
Yaron Been

Yaron Been

@yaron-nofluff

Building AI Agents and Automations | Growth Marketer | Entrepreneur | Book Author & Podcast Host

Enlaces externos
Ver en n8n.io

Compartir este flujo de trabajo

Categorías

Categorías: 34