30 秒で顧客の入社を完了する AI システム

• •Googleアカウント + Gmail API認証情報
• •Slack Bot Token または Webhook URL
• •Google Drive API認証情報
• •OpenAI API Key

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  "name": "AI System that Onboards Clients in 30 Seconds",
  "tags": [],
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        "formTitle": "Client Onboarding Form",
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              "fieldLabel": "Name",
              "placeholder": "John David",
              "requiredField": true
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              "fieldLabel": "Website",
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    {
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      "name": "ClickUp~フォルダを作成",
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          "systemMessage": "= Overview\nYou are an AI onboarding assistant tasked with reviewing a client’s proposal and scoping document. Your role is to extract a detailed list of actionable tasks, give each one a clear title, estimate its duration, and set an appropriate due date. The final deliverable will be used to populate a ClickUp folder so the team can begin onboarding right away.\n\nContext\nInput will be provided as a plain text string containing the proposal and scoping document.\n\nYou operate in US Central Time.\n\nEach output must begin with the current date and time, which will be used to calculate due dates.\n\nAll due dates should follow the MM/DD/YYYY format.\n\nUse standard estimated durations unless the document specifies otherwise.\n\nThe task list should be thorough, ideally including 20–30 to-do items to capture both major and minor steps.\n\nInstructions\nRead and analyze the scoping document.\n\nBreak down the onboarding process into detailed subtasks.\n\nFor each task:\n\nProvide a clear, concise title.\n\nWrite a description with enough detail to guide execution.\n\nEstimate the duration starting from today’s date.\n\nFormat the due date as MM/DD/YYYY.\n\nStructure the output so it can be easily transferred into ClickUp.\n\nBegin the output with the current date and time in US Central Time.\n\nTools\nInternal clock set to US Central Time\n\nText parser to extract and organize tasks\n\nPredefined duration rules (use default estimates when none are provided)\n\nExamples\nInput: “Initial strategy alignment call and documentation setup expected within first 3 days.”\n\nOutput:\nCurrent Date and Time: 06/20/2025 10:30 AM (US Central)\n\nTask 1\n\nTitle: Book Strategy Alignment Call\n\nDescription: Coordinate and schedule a kickoff call with the client to discuss strategy.\n\nDue Date: 06/21/2025\n\nTask 2\n\nTitle: Create Strategy Notes Document\n\nDescription: Prepare a shared document to collect notes and agreements from the alignment call.\n\nDue Date: 06/23/2025\n\nSOP (Standard Operating Procedure)\nRecord the current date and time in US Central Time.\n\nReview the document to identify all tasks, both explicit and implied.\n\nBreak down processes into granular steps, aiming for 20–30 tasks.\n\nAssign each task a title, detailed description, and calculated due date.\n\nFormat the output for clean ClickUp import.\n\nFinal Notes\nDefault task duration is 2 days unless stated otherwise.\n\nIf a due date falls on a weekend, move it to the next weekday.\n\nFocus on sequential, actionable items such as tool setup, access requests, documentation, meetings, integrations, QA, testing, and more.\n\nEach task should stand as an independent, actionable step in the onboarding flow."
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        "options": {
          "appendAttribution": false
        },
        "subject": "=Welcome to (YOUR COMPANY NAME) {{ $('On form submission1').item.json.Name }}-Your Onboarding is Complete!",
        "emailType": "text"
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        "text": "=Hey {{ $('On form submission1').item.json.Name }} — welcome aboard! \n\nWe’re so glad to have you with us and can’t wait to get started.\n\nThis will be our main spot to chat, share updates, and swap files. If you’ve got questions or ideas, just drop them here — we’ll be doing the same.\n\nNext up, we’ll:\n✅ Send over your onboarding checklist\n✅ Book our kickoff call\n✅ Walk you through the next steps and deliverables\n\nAnytime you need something, just tag us. We’ve got you covered.\n\nHere’s to making something amazing together! \n\n- YOUR NAME ",
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          "mode": "id",
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        "folder": "={{ $('ClickUp | Create Folder').item.json.id }}",
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        "content": " \n\n## 🔧 Configuration Notes\n\n**Before running this workflow**:\n\n1. **Google Drive**:\n\n   * Configure OAuth2 credentials\n   * Confirm the account can create folders\n\n2. **ClickUp**:\n\n   * Retrieve API token from ClickUp settings\n   * Replace `templateId` with your actual template ID\n   * Check that workspace permissions are set correctly\n\n3. **Slack**:\n\n   * Set up a Slack app with bot permissions\n   * Include OAuth scopes: `channels:write`, `chat:write`, `users:read.email`\n\n4. **Email (SMTP)**:\n\n   * Set up SMTP credentials for internal notifications\n   * Specify the recipient email address\n\n---\n "
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        "content": " \n##  AI Client Onboarding Workflow\n\n**Purpose**: Streamline and fully automate the onboarding process for new **AI automation** clients\n\n**Triggered by**: **n8n** form submission\n\n**Actions performed**:\n\n1. ✅ **Create and configure** a Google Drive folder\n2. ✅ **Generate** a **ClickUp** project from a template\n3. ✅ **Set up** a dedicated **Slack** channel\n4. ✅ **Send** confirmation notifications\n\n**Required Jotform fields**:\n\n* **client\\_name**\n* **client\\_email**\n* **project\\_name**\n* **client\\_company**\n* **scoping\\_document**\n\n**Note**: Ensure credentials for **Google Drive**, **ClickUp**, and **Slack** are updated before running this workflow.\n\nSuggested triggers include payment received, contract signed, or a change in CRM opportunity status.\n\n  "
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