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AI 기반 고객 온보딩 프로세스(JotForm, Asana, Slack 및 HubSpot)

고급

이것은자동화 워크플로우로, 21개의 노드를 포함합니다.주로 Code, Asana, Gmail, Slack, Hubspot 등의 노드를 사용하며. AI 기반 고객 온보딩 프로세스(JotForm, Asana, Slack 및 HubSpot)

사전 요구사항
  • Google 계정 및 Gmail API 인증 정보
  • Slack Bot Token 또는 Webhook URL
  • HubSpot API Key
  • Google Sheets API 인증 정보
  • OpenAI API Key

카테고리

-
워크플로우 미리보기
노드 연결 관계를 시각적으로 표시하며, 확대/축소 및 이동을 지원합니다
워크플로우 내보내기
다음 JSON 구성을 복사하여 n8n에 가져오면 이 워크플로우를 사용할 수 있습니다
{
  "meta": {
    "instanceId": "277842713620d9f5554de3b1518b865a152c8c4db680008bd8aec536fc18b4a8",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "2f02d7ac-87c8-416e-aa67-a7c13b5f9541",
      "name": "JotForm 트리거",
      "type": "n8n-nodes-base.jotFormTrigger",
      "position": [
        -1024,
        384
      ],
      "webhookId": "client-onboarding",
      "parameters": {
        "form": "252862984356471"
      },
      "credentials": {
        "jotFormApi": {
          "id": "W7O1b225FpOwkwDT",
          "name": "JotForm account-Deepanshi"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "c0cade34-0c2e-4ba5-831a-7f88bc22fcab",
      "name": "고객 데이터 파싱",
      "type": "n8n-nodes-base.code",
      "position": [
        -704,
        368
      ],
      "parameters": {
        "jsCode": "// Parse and normalize client onboarding form data\nconst formData = $input.first().json;\n\nreturn {\n  json: {\n    submissionId: formData.submissionID || Date.now().toString(),\n    clientName: formData.clientName || formData.q3_clientName,\n    companyName: formData.companyName || formData.q4_companyName,\n    clientEmail: formData.clientEmail || formData.q5_clientEmail,\n    clientPhone: formData.clientPhone || formData.q6_clientPhone,\n    projectName: formData.projectName || formData.q7_projectName,\n    projectScope: formData.projectScope || formData.q8_projectScope,\n    budget: parseFloat(formData.budget || formData.q9_budget),\n    timeline: formData.timeline || formData.q10_timeline,\n    startDate: formData.startDate || formData.q11_startDate,\n    endDate: formData.endDate || formData.q12_endDate,\n    projectType: formData.projectType || formData.q13_projectType,\n    industry: formData.industry || formData.q14_industry,\n    preferences: formData.preferences || formData.q15_preferences,\n    communicationPreference: formData.communicationPreference || formData.q16_communicationPreference,\n    submittedAt: new Date().toISOString(),\n    status: 'new'\n  }\n};"
      },
      "typeVersion": 2
    },
    {
      "id": "457370cc-660a-44a2-b5eb-3f5c26038b7b",
      "name": "AI 에이전트 - 팀 제안",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        -416,
        368
      ],
      "parameters": {
        "text": "=You are an expert project scoping agent. Given this client data, recommend a team composition, estimate hours, and evaluate budget adequacy:\n\nClient Data:\n- Company: {{ $json.companyName }}\n- Project: {{ $json.projectName }}\n- Project Type: {{ $json.projectType }}\n- Budget: ${{ $json.budget }}\n- Timeline: {{ $json.timeline }}\n- Scope: {{ $json.projectScope }}\n\nReturn JSON:\n{\n  \"roles\": [\"role1\",\"role2\",...],\n  \"estimatedHours\": number,\n  \"isBudgetSufficient\": boolean,\n  \"priority\": \"low|medium|high\",\n  \"justification\": \"text\"\n}",
        "options": {
          "systemMessage": "You are an agency AI agent for project scoping and team planning."
        },
        "promptType": "define",
        "hasOutputParser": true
      },
      "typeVersion": 1.6
    },
    {
      "id": "251809f2-5955-4af3-a22b-daa2628057cc",
      "name": "AI 인사이트 병합",
      "type": "n8n-nodes-base.code",
      "position": [
        -80,
        368
      ],
      "parameters": {
        "jsCode": "// Merge AI agent output with client data\nconst data = $input.first().json;\nlet aiOut;\ntry {\n  aiOut = JSON.parse(data.output);\n} catch (e) {\n  aiOut = {\n    roles: ['Project Manager','Developer','Designer'],\n    estimatedHours: 200,\n    isBudgetSufficient: false,\n    priority: 'medium',\n    justification: 'Fallback values used'\n  };\n}\n\nreturn {\n  json: {\n    ...data,\n    suggestedTeam: aiOut.roles,\n    estimatedHours: aiOut.estimatedHours,\n    isBudgetSufficient: aiOut.isBudgetSufficient,\n    priority: aiOut.priority,\n    teamSize: aiOut.roles.length,\n    hourlyRate: Math.round(data.budget / aiOut.estimatedHours),\n    aiAnalysis: aiOut.justification\n  }\n};"
      },
      "typeVersion": 2
    },
    {
      "id": "6884ae96-18c2-4aaa-bbcc-4eb7e5d78cf5",
      "name": "제안서 생성",
      "type": "n8n-nodes-base.code",
      "position": [
        64,
        528
      ],
      "parameters": {
        "jsCode": "// Generate personalized proposal content\nconst data = $input.first().json;\n\nconst proposalContent = `\n<html>\n<head>\n  <style>\n    body { font-family: Arial, sans-serif; line-height: 1.6; color: #333; max-width: 800px; margin: 0 auto; padding: 20px; }\n    h1 { color: #2c3e50; border-bottom: 3px solid #3498db; padding-bottom: 10px; }\n    h2 { color: #34495e; margin-top: 30px; }\n    .header { background: #3498db; color: white; padding: 20px; text-align: center; margin: -20px -20px 30px -20px; }\n    .section { background: #f8f9fa; padding: 20px; margin: 20px 0; border-radius: 5px; }\n    .team { display: flex; flex-wrap: wrap; gap: 10px; }\n    .team-member { background: white; padding: 10px; border-radius: 3px; border-left: 3px solid #3498db; }\n    .price { font-size: 32px; color: #27ae60; font-weight: bold; }\n    table { width: 100%; border-collapse: collapse; margin: 20px 0; }\n    th, td { padding: 12px; text-align: left; border-bottom: 1px solid #ddd; }\n    th { background: #3498db; color: white; }\n  </style>\n</head>\n<body>\n  <div class=\"header\">\n    <h1>Project Proposal</h1>\n    <p>For ${data.companyName}</p>\n  </div>\n  \n  <h2>Project Overview</h2>\n  <div class=\"section\">\n    <p><strong>Project Name:</strong> ${data.projectName}</p>\n    <p><strong>Client:</strong> ${data.clientName}</p>\n    <p><strong>Project Type:</strong> ${data.projectType}</p>\n    <p><strong>Timeline:</strong> ${data.timeline}</p>\n    <p><strong>Start Date:</strong> ${data.startDate}</p>\n    <p><strong>End Date:</strong> ${data.endDate}</p>\n  </div>\n  \n  <h2>Project Scope</h2>\n  <div class=\"section\">\n    <p>${data.projectScope}</p>\n  </div>\n  \n  <h2>Recommended Team</h2>\n  <div class=\"section\">\n    <p><strong>Team Size:</strong> ${data.teamSize} professionals</p>\n    <p><strong>Estimated Hours:</strong> ${data.estimatedHours} hours</p>\n    <div class=\"team\">\n      ${data.suggestedTeam.map(role => `<div class=\"team-member\">${role}</div>`).join('')}\n    </div>\n  </div>\n  \n  <h2>Investment</h2>\n  <div class=\"section\" style=\"text-align: center;\">\n    <p class=\"price\">$${data.budget.toLocaleString()}</p>\n    <p>Estimated Hourly Rate: $${data.hourlyRate}</p>\n  </div>\n  \n  <h2>Project Deliverables</h2>\n  <table>\n    <tr>\n      <th>Phase</th>\n      <th>Deliverable</th>\n      <th>Timeline</th>\n    </tr>\n    <tr>\n      <td>Phase 1: Discovery</td>\n      <td>Requirements Document, Wireframes</td>\n      <td>Week 1-2</td>\n    </tr>\n    <tr>\n      <td>Phase 2: Design</td>\n      <td>Visual Designs, Prototypes</td>\n      <td>Week 3-4</td>\n    </tr>\n    <tr>\n      <td>Phase 3: Development</td>\n      <td>Working Software/Assets</td>\n      <td>Week 5-10</td>\n    </tr>\n    <tr>\n      <td>Phase 4: Testing & Launch</td>\n      <td>QA Report, Final Delivery</td>\n      <td>Week 11-12</td>\n    </tr>\n  </table>\n  \n  <h2>Next Steps</h2>\n  <div class=\"section\">\n    <ol>\n      <li>Review and sign this proposal</li>\n      <li>Complete contract via DocuSign</li>\n      <li>Attend kickoff meeting</li>\n      <li>Provide initial assets and access</li>\n      <li>Project begins on ${data.startDate}</li>\n    </ol>\n  </div>\n  \n  <div style=\"margin-top: 50px; padding-top: 20px; border-top: 2px solid #ddd; text-align: center; color: #7f8c8d;\">\n    <p>Thank you for choosing our agency!</p>\n    <p>Questions? Contact us at hello@agency.com</p>\n  </div>\n</body>\n</html>\n`;\n\nreturn {\n  json: {\n    ...data,\n    proposalHtml: proposalContent,\n    proposalFileName: `Proposal_${data.companyName.replace(/\\s/g, '_')}_${Date.now()}.pdf`\n  }\n};"
      },
      "typeVersion": 2
    },
    {
      "id": "5cd3ec5a-5f6e-4881-a251-b653cdaa4734",
      "name": "Asana 프로젝트 생성",
      "type": "n8n-nodes-base.asana",
      "position": [
        224,
        336
      ],
      "parameters": {
        "name": "={{ $json.projectName }} - {{ $json.companyName }}",
        "workspace": "1211637335390340",
        "otherProperties": {}
      },
      "credentials": {
        "asanaApi": {
          "id": "xClxvTWKnAfKFUf8",
          "name": "Asana account - Deepanshi"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "f2418b9c-dfa0-45a7-b3aa-fd5b32d3a742",
      "name": "작업 생성",
      "type": "n8n-nodes-base.code",
      "position": [
        256,
        592
      ],
      "parameters": {
        "jsCode": "// Generate project tasks based on project type and timeline\nconst data = $input.first().json;\n\nconst standardTasks = [\n  { name: 'Kickoff Meeting', assignee: 'Project Manager', dueOffset: 1 },\n  { name: 'Gather Requirements', assignee: 'Project Manager', dueOffset: 3 },\n  { name: 'Create Project Brief', assignee: 'Project Manager', dueOffset: 5 },\n  { name: 'Design Phase - Wireframes', assignee: 'UI/UX Designer', dueOffset: 10 },\n  { name: 'Design Phase - Visual Design', assignee: 'UI/UX Designer', dueOffset: 15 },\n  { name: 'Client Review - Design', assignee: 'Project Manager', dueOffset: 18 },\n  { name: 'Development Phase Start', assignee: 'Lead Developer', dueOffset: 21 },\n  { name: 'Mid-Project Check-in', assignee: 'Project Manager', dueOffset: 35 },\n  { name: 'QA Testing', assignee: 'QA Tester', dueOffset: 50 },\n  { name: 'Client UAT', assignee: 'Project Manager', dueOffset: 55 },\n  { name: 'Final Revisions', assignee: 'Team', dueOffset: 60 },\n  { name: 'Launch/Delivery', assignee: 'Project Manager', dueOffset: 65 },\n  { name: 'Post-Launch Review', assignee: 'Project Manager', dueOffset: 70 }\n];\n\nconst tasks = standardTasks.map(task => {\n  const dueDate = new Date(data.startDate);\n  dueDate.setDate(dueDate.getDate() + task.dueOffset);\n  \n  return {\n    name: task.name,\n    assignee: task.assignee,\n    dueDate: dueDate.toISOString().split('T')[0],\n    description: `Task for ${data.projectName}`,\n    priority: task.dueOffset < 10 ? 'high' : 'normal'\n  };\n});\n\nreturn {\n  json: {\n    ...data,\n    tasks: tasks,\n    taskCount: tasks.length\n  }\n};"
      },
      "typeVersion": 2
    },
    {
      "id": "d37c092a-0aff-44bc-b474-d52c5167c649",
      "name": "Slack 채널 생성",
      "type": "n8n-nodes-base.slack",
      "position": [
        512,
        352
      ],
      "webhookId": "edb15a7b-8af4-423d-a2a0-214f727731c7",
      "parameters": {
        "operation": "create"
      },
      "credentials": {
        "slackApi": {
          "id": "piPcLxWbLrndcGhp",
          "name": "Slack account - Deepanshi"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "8398e5a3-67b0-4f58-9285-f121f18a6549",
      "name": "Slack 환영 메시지 전송",
      "type": "n8n-nodes-base.slack",
      "position": [
        544,
        624
      ],
      "webhookId": "fbd1984a-e97f-4de5-ab9c-21e664350175",
      "parameters": {
        "text": "=🎉 Welcome to your project channel, {{ $json.companyName }}!\n\n📋 **Project:** {{ $json.projectName }}\n💰 **Budget:** ${{ $json.budget }}\n📅 **Timeline:** {{ $json.startDate }} to {{ $json.endDate }}\n👥 **Team Size:** {{ $json.teamSize }} members\n\n**Your Team:**\n{{ $json.suggestedTeam.map(role => '• ' + role).join('\\n') }}\n\nWe'll use this channel for all project communications. Looking forward to working together!",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $json.channelId }}"
        },
        "otherOptions": {}
      },
      "credentials": {
        "slackApi": {
          "id": "piPcLxWbLrndcGhp",
          "name": "Slack account - Deepanshi"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "11879f0d-ea22-4ff5-970e-f50170fee82c",
      "name": "환영 이메일 전송",
      "type": "n8n-nodes-base.gmail",
      "position": [
        864,
        656
      ],
      "webhookId": "c6a89e6a-b365-46d1-beec-33a09a83f8b3",
      "parameters": {
        "sendTo": "={{ $json.clientEmail }}",
        "message": "=Hi {{ $json.clientName }},\n\nWelcome aboard! We're thrilled to partner with {{ $json.companyName }} on {{ $json.projectName }}.\n\n**What's Next:**\n\n1. ✅ Review your personalized proposal (attached)\n2. ✍️ Sign the contract via DocuSign (link coming shortly)\n3. 📅 Join our kickoff meeting (calendar invite sent separately)\n4. 💬 Access your dedicated Slack channel for project updates\n5. 🚀 Project kickoff on {{ $json.startDate }}\n\n**Your Project Details:**\n• Budget: ${{ $json.budget }}\n• Timeline: {{ $json.timeline }}\n• Team Size: {{ $json.teamSize }} professionals\n• Priority: {{ $json.priority }}\n\n**Your Dedicated Team:**\n{{ $json.suggestedTeam.map(role => '• ' + role).join('\\n') }}\n\nWe've created a comprehensive project plan in Asana where you can track progress in real-time.\n\n**Client Portal Access:**\nURL: https://portal.agency.com\nUsername: {{ $json.clientEmail }}\n(Password will be sent separately)\n\nIf you have any questions before we kick off, feel free to reply to this email or reach out via Slack.\n\nExcited to get started!\n\nBest regards,\nThe Agency Team\n\n---\nThis is an automated onboarding email. Your dedicated project manager will be in touch within 24 hours.",
        "options": {},
        "subject": "=🎉 Welcome to Our Agency - {{ $json.projectName }}"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "PIMDNhXNj8Zyiz3G",
          "name": "Gmail account - Deepanshi"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "b7da0224-d315-4e3f-b761-25d1b3003718",
      "name": "HubSpot 연락처 생성",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        832,
        352
      ],
      "parameters": {
        "email": "Deepanshirig@gmail.com",
        "options": {},
        "authentication": "appToken",
        "additionalFields": {}
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "3xNVsnTDvnEnna24",
          "name": "HubSpot App Token account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "285627c0-9e6b-464a-bde7-66f69bc5888b",
      "name": "Google 시트에 기록",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        1280,
        464
      ],
      "parameters": {
        "columns": {
          "value": {},
          "schema": [
            {
              "id": "client Name",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "client Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "client Phone",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "client Phone",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "client Email",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "client Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "company Name",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "company Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "project Name",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "project Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "project Scope",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "project Scope",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "budget",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "budget",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "timeline",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "timeline",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "start Date",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "start Date",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "end Date",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "end Date",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "project Type",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "project Type",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "industry",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "industry",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "preferences",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "preferences",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "communication Preference",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "communication Preference",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "autoMapInputData",
          "matchingColumns": [],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "appendOrUpdate",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1H3BF_uqLMhrxXZnMg4r1RXX30lftIaxmYiZxqkSFsZU/edit#gid=0",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1H3BF_uqLMhrxXZnMg4r1RXX30lftIaxmYiZxqkSFsZU",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1H3BF_uqLMhrxXZnMg4r1RXX30lftIaxmYiZxqkSFsZU/edit?usp=drivesdk",
          "cachedResultName": "Client Onboarding"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "Kz2DdSp11rxqwlFt",
          "name": "Google Sheets account - Deepanshi"
        }
      },
      "typeVersion": 4.4
    },
    {
      "id": "245c95d1-e5df-427b-b17e-cee3628f5448",
      "name": "스티키 노트",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1056,
        -32
      ],
      "parameters": {
        "width": 288,
        "height": 560,
        "content": "📩 **TRIGGER: New Client Submission**\n\nCaptures comprehensive client details from JotForm:\n• Client/Company information\n• Project scope and requirements\n• Budget and timeline\n• Communication preferences\n\nCreate your intake form on [JotForm](https://www.jotform.com/?partner=mediajade)\n\n**Required Form Fields:**\n- Client Name\n- Company Name\n- Email & Phone\n- Project Name & Type\n- Budget & Timeline\n- Project Scope (long text)\n- Industry & Preferences"
      },
      "typeVersion": 1
    },
    {
      "id": "8dd11531-9d79-464b-b584-cac258d4b63e",
      "name": "스티키 노트1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -736,
        96
      ],
      "parameters": {
        "height": 432,
        "content": "🧾 **PARSE & NORMALIZE**\n\nExtracts and standardizes all client data from JotForm submission.\n\nHandles multiple field name formats (q3_field, field, etc.)\n\nPrepares clean data structure for downstream processing."
      },
      "typeVersion": 1
    },
    {
      "id": "52c49cf3-27e0-41ca-b160-ea99a779b57e",
      "name": "스티키 노트2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -464,
        64
      ],
      "parameters": {
        "width": 272,
        "height": 576,
        "content": "🤖 **AI AGENT - TEAM SUGGESTION**\n\nReplaces the static logic node with a LangChain AI Agent:\n• Analyzes project input data\n• Suggests optimal roles & hours\n• Evaluates budget adequacy & priority\n• Generates justification text"
      },
      "typeVersion": 1
    },
    {
      "id": "fd913e86-e028-4d0c-a464-d2ef6654aba7",
      "name": "스티키 노트3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -160,
        -16
      ],
      "parameters": {
        "width": 256,
        "height": 400,
        "content": "📄 **PROPOSAL GENERATION**\n\nCreates beautiful, branded HTML proposal:\n\n• Project overview\n• Recommended team\n• Investment breakdown\n• Deliverables timeline\n• Next steps\n\nReady for PDF conversion or DocuSign!\n\n**Customize:**\nEdit HTML template with your branding, colors, and logo."
      },
      "typeVersion": 1
    },
    {
      "id": "d70eab5c-5cc6-4daa-9c90-7b7d308fed1a",
      "name": "스티키 노트4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        128,
        -16
      ],
      "parameters": {
        "width": 320,
        "height": 736,
        "content": "📊 **PROJECT MANAGEMENT SETUP**\n\n**Asana Project Creation:**\n• Creates new project\n• Sets timeline and notes\n• Links to client data\n\n**Task Generation:**\n• 13 standard tasks\n• Auto-assigned to roles\n• Due dates calculated from start date\n• Customizable per project type\n\nPhases: Discovery → Design → Development → Testing → Launch"
      },
      "typeVersion": 1
    },
    {
      "id": "b22c2ef8-5c13-4a4a-bdeb-3e6a5fe4e7e1",
      "name": "스티키 노트5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        464,
        0
      ],
      "parameters": {
        "width": 256,
        "height": 816,
        "content": "💬 **SLACK WORKSPACE SETUP**\n\n**Channel Creation:**\n• Private client-specific channel\n• Named: client-company-name\n• Topic set to project name\n\n**Welcome Message:**\n• Project overview\n• Team introduction\n• Budget & timeline\n• Communication guidelines\n\n**Team Invitations:**\nManually invite suggested team members or automate with Slack API!"
      },
      "typeVersion": 1
    },
    {
      "id": "f3259ceb-0244-4398-990e-e7bc240666fa",
      "name": "스티키 노트6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        800,
        0
      ],
      "parameters": {
        "width": 288,
        "height": 832,
        "content": "✉️ **CLIENT COMMUNICATION**\n\n**Welcome Email includes:**\n✅ Personalized greeting\n✅ Project details recap\n✅ Team introduction\n✅ Next steps checklist\n✅ Portal access info\n✅ Slack channel invite\n✅ Contact information\n\n**Attachments:**\n• Proposal PDF\n• Getting Started Guide\n• Brand Guidelines\n\nFully customizable HTML template!"
      },
      "typeVersion": 1
    },
    {
      "id": "f8d1a847-4da5-480f-81d7-8b2d5a7baa1b",
      "name": "스티키 노트7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1184,
        112
      ],
      "parameters": {
        "width": 304,
        "height": 480,
        "content": "📈 **CRM & ANALYTICS**\n\n**HubSpot Contact:**\n• Creates new contact\n• Sets lifecycle stage to 'customer'\n• Adds company details\n• Tags with project type\n• Lead status: OPEN\n\n**Google Sheets Log:**\n• Complete client database\n• Project tracking\n• Budget & timeline data\n• Team assignments\n• Analytics & reporting\n\nConnect to Data Studio for dashboards!"
      },
      "typeVersion": 1
    },
    {
      "id": "c473c2ca-e754-457f-9195-ba75a1690c64",
      "name": "OpenAI 채팅 모델",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -416,
        624
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "8IkhtT3EbXygnvcr",
          "name": "Klinsman OpenAI"
        }
      },
      "typeVersion": 1.2
    }
  ],
  "pinData": {},
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}
자주 묻는 질문

이 워크플로우를 어떻게 사용하나요?

위의 JSON 구성 코드를 복사하여 n8n 인스턴스에서 새 워크플로우를 생성하고 "JSON에서 가져오기"를 선택한 후, 구성을 붙여넣고 필요에 따라 인증 설정을 수정하세요.

이 워크플로우는 어떤 시나리오에 적합한가요?

고급

유료인가요?

이 워크플로우는 완전히 무료이며 직접 가져와 사용할 수 있습니다. 다만, 워크플로우에서 사용하는 타사 서비스(예: OpenAI API)는 사용자 직접 비용을 지불해야 할 수 있습니다.

워크플로우 정보
난이도
고급
노드 수21
카테고리-
노드 유형10
난이도 설명

고급 사용자를 위한 16+개 노드의 복잡한 워크플로우

저자
Jitesh Dugar

Jitesh Dugar

@jiteshdugar

AI Automation Specialist - OpenAI, CRM & Automation Expert with a solid understanding of various tools that include Zapier, Make, Zoho CRM, Hubspot, Google Sheets, Airtable, Pipedrive, Google Analytics, and more.

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