Onboarding de clientes para agencias de marketing: de Typeform a GDrive + investigación con IA

Avanzado

Este es unMultimodal AIflujo de automatización del dominio deautomatización que contiene 45 nodos.Utiliza principalmente nodos como If, Gmail, Slack, GoogleDocs, GoogleDrive. Onboarding de clientes para agencias de marketing: de Typeform a GDrive + investigación de OpenAI

Requisitos previos
  • Cuenta de Google y credenciales de API de Gmail
  • Bot Token de Slack o URL de Webhook
  • Credenciales de API de Google Drive
  • Clave de API de OpenAI

Categoría

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
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      "position": [
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      "parameters": {
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        "width": 784,
        "height": 1040,
        "content": "# Client Onboarding & Research Brief Automation\n\n## What this workflow does\nThis workflow automates the complete client onboarding process for marketing agencies, triggered when a new client submits an intake form via Typeform.\n\n## Key Features\n- Automatically creates organized Google Drive folder structure with 6 main folders and multiple subfolders for client assets\n- Posts comprehensive intake responses to Slack for team visibility  \n- Uses AI (OpenAI) to generate a detailed marketing research brief based on client inputs\n- Implements approval workflow with revision capability if changes are needed\n- Creates and updates Google Docs with the finalized research brief\n- Sends welcome email to new clients\n\n## Setup Requirements\n1. **Typeform account** with an intake form\n2. **Slack workspace** with appropriate channels\n3. **Google account** with Drive, Docs, and Gmail access\n4. **OpenAI API key** for AI content generation\n\n## How to set up\n1. Configure all values in the \"⚙️ Configuration\" node\n2. Connect your accounts (Typeform, Slack, Google, OpenAI)\n3. Set your Typeform webhook with your intake form ID\n4. Configure Slack channel IDs for notifications and approvals\n5. Specify the parent Google Drive folder for client folders\n6. Customize the welcome email template in the Gmail node\n7. Test with a sample form submission\n\n## Benefits\n- Saves 2-3 hours of manual setup per new client\n- Ensures consistent folder structure and documentation\n- Enables team collaboration through Slack notifications\n- Maintains quality control with built-in approval process"
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      "type": "n8n-nodes-base.stickyNote",
      "position": [
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        "content": "## Step 1: Form Submission\nConfigure your Typeform ID in the Configuration node, then this trigger will activate when a client submits your intake form."
      },
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    },
    {
      "id": "f1698b3b-988d-4614-9092-a38d47ddd79c",
      "name": "Nota adhesiva2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
        "content": "## Step 2: Create Folder Structure\nCreates main client folder and all necessary subfolders in Google Drive"
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      "name": "Nota adhesiva3",
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      "position": [
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      "parameters": {
        "content": "## Subfolder Creation\nCreates organized folder structure for all client assets"
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    {
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      "name": "Nota adhesiva4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
        "content": "## Step 3: Notify Team\nSends detailed intake form responses to Slack for team visibility"
      },
      "typeVersion": 1
    },
    {
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      "name": "Nota adhesiva5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
        "content": "## Step 4: Welcome Email\nSends automated welcome email to the new client"
      },
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    {
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      "name": "Nota adhesiva6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      "parameters": {
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        "content": "## Step 5: AI Research Brief\nGenerates comprehensive marketing research document using OpenAI based on intake form responses"
      },
      "typeVersion": 1
    },
    {
      "id": "27d8e8bc-b3b1-4906-ac08-f28c81d87eed",
      "name": "Nota adhesiva7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
        "content": "## Step 6: Approval Workflow\nSends research brief for team review with approval/revision process"
      },
      "typeVersion": 1
    },
    {
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      "name": "Nota adhesiva8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
        "content": "## Step 7: Create Document\nIf approved, creates Google Doc with the research brief"
      },
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    {
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      "name": "Nota adhesiva9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      "parameters": {
        "content": "## Revision Process\nIf not approved, collect feedback and generate revised version"
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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?

Avanzado - IA Multimodal

¿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
Avanzado
Número de nodos45
Categoría1
Tipos de nodos8
Descripción de la dificultad

Adecuado para usuarios avanzados, flujos de trabajo complejos con 16+ nodos

Autor
Chris Rudy

Chris Rudy

@chrisrudy

DTC Marketing consultant with over 6 years of experience and over $25m in ad spend managed

Enlaces externos
Ver en n8n.io

Compartir este flujo de trabajo

Categorías

Categorías: 34