30 秒内完成客户入职的 AI 系统
高级
这是一个Project Management, Multimodal AI领域的自动化工作流，包含 18 个节点。主要使用 Set, Gmail, Slack, ClickUp, SplitOut 等节点。 使用GPT-4、Google Drive、ClickUp和Slack自动化客户入职
前置要求
- •Google 账号和 Gmail API 凭证
- •Slack Bot Token 或 Webhook URL
- •Google Drive API 凭证
- •OpenAI API Key
使用的节点 (18)
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"id": "MvOuBZz9kKY28FW0",
"meta": {
"instanceId": "53ff9c683c80138a3de625634237ce4a4994b3a21e1a7a30490f99aca9a547c5",
"templateCredsSetupCompleted": true
},
"name": "30 秒内完成客户入职的 AI 系统",
"tags": [],
"nodes": [
{
"id": "a0128587-4111-4b8d-b3fd-fa282ceb15dc",
"name": "上传到YouTube",
"type": "n8n-nodes-base.formTrigger",
"position": [
-32,
288
],
"webhookId": "5ca8718e-a529-4dfc-a6f0-283b60933c94",
"parameters": {
"options": {},
"formTitle": "Client Onboarding Form",
"formFields": {
"values": [
{
"fieldLabel": "Name",
"placeholder": "John David",
"requiredField": true
},
{
"fieldType": "email",
"fieldLabel": "Email",
"placeholder": "abc@abc.com",
"requiredField": true
},
{
"fieldLabel": "Company Name",
"placeholder": "Company Name",
"requiredField": true
},
{
"fieldLabel": "Website",
"placeholder": "Website URL",
"requiredField": true
},
{
"fieldType": "file",
"fieldLabel": "Proposal_Scope_Document",
"requiredField": true,
"acceptFileTypes": ".pdf,.doc,.docx"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "367c750b-fb53-4705-9ba7-2025d00815b5",
"name": "从文件提取1",
"type": "n8n-nodes-base.extractFromFile",
"position": [
176,
288
],
"parameters": {
"options": {},
"operation": "pdf",
"binaryPropertyName": "Proposal_Scope_Document"
},
"typeVersion": 1
},
{
"id": "2aa093e9-da2e-4adb-b971-20925fb45b11",
"name": "重命名文档",
"type": "n8n-nodes-base.set",
"position": [
384,
288
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "55c052f0-b357-4c81-bfbe-b3cb210e3f99",
"name": "projectInformation",
"type": "string",
"value": "={{ $json.text }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "73414e81-a61f-4a02-a7e4-00251266c1b2",
"name": "创建主客户文件夹",
"type": "n8n-nodes-base.googleDrive",
"position": [
592,
288
],
"parameters": {
"name": "={{ $('On form submission1').item.json['Company Name'] }} ~ Client Folder ",
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "list",
"value": "1Iv15LHLDe7vbh7omB7qilRc42EMAvBru",
"cachedResultUrl": "https://drive.google.com/drive/folders/1Iv15LHLDe7vbh7omB7qilRc42EMAvBru",
"cachedResultName": "Onboardings"
},
"resource": "folder"
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "w7O0iHN2ACNWyQRM",
"name": "Google Drive account"
}
},
"typeVersion": 3
},
{
"id": "9fe4c7ac-70e3-488e-af64-fd79ff643359",
"name": "重命名文件夹 ID",
"type": "n8n-nodes-base.set",
"position": [
800,
288
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "34a16250-6584-4455-b6ad-17ee13e6acea",
"name": "DriveFolderId",
"type": "string",
"value": "={{ $json.id }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "2c285e19-389c-4d2b-881e-e9db9399c83b",
"name": "ClickUp~创建文件夹",
"type": "n8n-nodes-base.clickUp",
"position": [
1008,
288
],
"parameters": {
"name": "={{ $('On form submission1').item.json['Company Name'] }}~Client Folder",
"team": "90121125783",
"space": "90124717181",
"resource": "folder",
"authentication": "oAuth2"
},
"credentials": {
"clickUpOAuth2Api": {
"id": "i463hgj354EFsHmp",
"name": "ClickUp account"
}
},
"typeVersion": 1
},
{
"id": "d0322304-44a2-4a1b-ba5a-80876cacd23e",
"name": "ClickUp~创建列表",
"type": "n8n-nodes-base.clickUp",
"position": [
1216,
288
],
"parameters": {
"name": "={{ $('On form submission1').item.json['Company Name'] }} Onboarding",
"team": "90121125783",
"space": "90124717181",
"folder": "={{ $json.id }}",
"resource": "list",
"operation": "create",
"authentication": "oAuth2",
"additionalFields": {}
},
"credentials": {
"clickUpOAuth2Api": {
"id": "i463hgj354EFsHmp",
"name": "ClickUp account"
}
},
"typeVersion": 1
},
{
"id": "88d30b15-e09c-4970-b75c-f1b6602eae6a",
"name": "分段任务",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-32,
528
],
"parameters": {
"text": "={{ $('Remane Doc').item.json.projectInformation }}",
"options": {
"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."
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 2.2
},
{
"id": "3008eedb-3ef8-41e0-b60c-6b12f6dacea8",
"name": "OpenAI 聊天模型",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-160,
848
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "vtB7cRl8RPBNwKAO",
"name": "n8n free OpenAI API credits"
}
},
"typeVersion": 1.2
},
{
"id": "d0059ab7-d1c0-418a-ae0a-6359bc441218",
"name": "结构化输出解析器",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
176,
800
],
"parameters": {
"jsonSchemaExample": " {\n \"current_datetime\": \"06/20/2025 10:30 AM\",\n \"timezone\": \"US Central\",\n \"tasks\": [\n {\n \"title\": \"Client Workspace Setup\",\n \"description\": \"Set up client workspace including email, Slack, and Google Drive access.\",\n \"due_date\": \"06/22/2025\"\n },\n {\n \"title\": \"Kickoff Call Scheduling\",\n \"description\": \"Schedule and confirm kickoff call with the client and internal team.\",\n \"due_date\": \"06/23/2025\"\n },\n {\n \"title\": \"Access Credentials Request\",\n \"description\": \"Request all necessary credentials from the client (CRM, website, analytics, etc.).\",\n \"due_date\": \"06/21/2025\"\n }\n ]\n}\n"
},
"typeVersion": 1.3
},
{
"id": "a6988b38-2ea0-4425-a3e8-301f45055e0d",
"name": "发送欢迎邮件",
"type": "n8n-nodes-base.gmail",
"position": [
1344,
544
],
"webhookId": "08dd43fe-2d72-4b26-a91e-02e0f99c0725",
"parameters": {
"sendTo": "= {{ $('On form submission1').item.json.Email }}",
"message": "=Hi {{ $('On form submission1').item.json.Name }} ,\n\nWelcome aboard! We’re really excited to work with you and your team on growing your business with AI-powered systems.\n\nYour project workspace is ready to go, and we’ve already started mapping out the first steps.\n\nYou should be recieving invites to the following:\n\nSlack – Our main communication hub\n\nClickUp – For tracking project tasks and progress\n\nGoogle Drive – For sharing and accessing all related assets\n\nNext Steps\nUpload any relevant documentation here:\n[Google Drive Folder](https://drive.google.com/drive/u/0/folders/{{ $('Create Main Client Folder').item.json.id }})\n\nSchedule your onboarding call:\nhttps://go.oncehub.com/AgentStackClientOnboarding\n\nSit tight—we’ll review your uploads before the call and come prepared with next-step recommendations.\n\nIf you need anything or have questions in the meantime, feel free to reach out anytime.\n\nLooking forward to what we’ll build together.\n\nBest,\n(Your Name)\nFounder, (Your Comapny) \n(Your Website)",
"options": {
"appendAttribution": false
},
"subject": "=Welcome to (YOUR COMPANY NAME) {{ $('On form submission1').item.json.Name }}-Your Onboarding is Complete!",
"emailType": "text"
},
"credentials": {
"gmailOAuth2": {
"id": "x421CCYwRnlCAGVd",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "634d8cf7-094c-45e5-8f3b-2c207bc70057",
"name": "Slack | 创建频道",
"type": "n8n-nodes-base.slack",
"position": [
800,
512
],
"webhookId": "17a1668c-e749-44ca-abd2-89dda54ad0ef",
"parameters": {
"resource": "channel",
"channelId": "= {{ $('On form submission').item.json['Company Name'].replace(/\\s+/g, '_').toLowerCase() + '_channel' }}",
"authentication": "oAuth2",
"channelVisibility": "=public"
},
"executeOnce": true,
"typeVersion": 2.3
},
{
"id": "0305b457-da75-4b0b-9218-c272b24bb3b8",
"name": "Slack | 发布消息",
"type": "n8n-nodes-base.slack",
"position": [
1040,
512
],
"webhookId": "04e02f40-5671-47a3-b27f-332b91ed1e43",
"parameters": {
"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 ",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.id }}"
},
"otherOptions": {},
"authentication": "oAuth2"
},
"typeVersion": 2.3
},
{
"id": "ced4f3b6-9e89-4dbe-a238-91e7dfa255ac",
"name": "拆分输出1",
"type": "n8n-nodes-base.splitOut",
"position": [
320,
528
],
"parameters": {
"options": {},
"fieldToSplitOut": "output.tasks"
},
"typeVersion": 1
},
{
"id": "aed084e7-5082-45f7-8e86-dd8cdf1efc14",
"name": "遍历项目",
"type": "n8n-nodes-base.splitInBatches",
"position": [
512,
528
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "5351d60b-b902-4f51-ba78-6be220c6541e",
"name": "创建任务",
"type": "n8n-nodes-base.clickUp",
"position": [
736,
704
],
"parameters": {
"list": "={{ $('ClickUp | Create List').item.json.id }}",
"name": "={{ $json.title }}",
"team": "90131588784",
"space": "90136661736",
"folder": "={{ $('ClickUp | Create Folder').item.json.id }}",
"authentication": "oAuth2",
"additionalFields": {
"content": "={{ $json.description }}",
"dueDate": "={{ $json.due_date }}",
"priority": 3,
"assignees": [
144201222
]
}
},
"credentials": {
"clickUpOAuth2Api": {
"id": "i463hgj354EFsHmp",
"name": "ClickUp account"
}
},
"typeVersion": 1
},
{
"id": "0da84048-eca0-40fd-9b9f-fee5e806f011",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-560,
160
],
"parameters": {
"color": 4,
"width": 432,
"height": 640,
"content": "## 🔧 配置说明"
},
"typeVersion": 1
},
{
"id": "76e96e9c-207b-4f7e-a43f-f9a239e07897",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1360,
160
],
"parameters": {
"color": 7,
"width": 752,
"height": 560,
"content": "## AI 客户入职工作流"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "a8454f2d-a86d-4266-ad1c-975bd2fc7698",
"connections": {
"Remane Doc": {
"main": [
[
{
"node": "Create Main Client Folder",
"type": "main",
"index": 0
}
]
]
},
"Split Out1": {
"main": [
[
{
"node": "Loop Over Items",
"type": "main",
"index": 0
}
]
]
},
"Segment Task": {
"main": [
[
{
"node": "Split Out1",
"type": "main",
"index": 0
}
]
]
},
"Create a task": {
"main": [
[
{
"node": "Loop Over Items",
"type": "main",
"index": 0
}
]
]
},
"Loop Over Items": {
"main": [
[
{
"node": "Slack | Create Channel",
"type": "main",
"index": 0
}
],
[
{
"node": "Create a task",
"type": "main",
"index": 0
}
]
]
},
"Remane Folder ID": {
"main": [
[
{
"node": "Click Up~Create a folder",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "Segment Task",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Extract from File1": {
"main": [
[
{
"node": "Remane Doc",
"type": "main",
"index": 0
}
]
]
},
"On form submission1": {
"main": [
[
{
"node": "Extract from File1",
"type": "main",
"index": 0
}
]
]
},
"Slack | Post Message": {
"main": [
[
{
"node": "Send Welcome Email",
"type": "main",
"index": 0
}
]
]
},
"Click Up~Create a list": {
"main": [
[
{
"node": "Segment Task",
"type": "main",
"index": 0
}
]
]
},
"Slack | Create Channel": {
"main": [
[
{
"node": "Slack | Post Message",
"type": "main",
"index": 0
}
]
]
},
"Click Up~Create a folder": {
"main": [
[
{
"node": "Click Up~Create a list",
"type": "main",
"index": 0
}
]
]
},
"Structured Output Parser": {
"ai_outputParser": [
[
{
"node": "Segment Task",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"Create Main Client Folder": {
"main": [
[
{
"node": "Remane Folder ID",
"type": "main",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
高级 - 项目管理, 多模态 AI
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
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