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AI驱动的客户成功教练

中级

这是一个CRM, Multimodal AI领域的自动化工作流,包含 14 个节点。主要使用 Cron, Gmail, Notion, OpenAi 等节点。 使用Notion、Gmail和GPT-4o自动化客户沟通与管理

前置要求
  • Google 账号和 Gmail API 凭证
  • Notion API Key
  • OpenAI API Key

使用的节点 (14)

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": "ai-client-success-coach-001",
  "name": "AI驱动的客户成功教练",
  "tags": [
    "solopreneur",
    "client success",
    "automation",
    "no-code",
    "GPT-4o",
    "Notion",
    "email",
    "CRM",
    "small business"
  ],
  "nodes": [
    {
      "id": "node-cron-001",
      "name": "Cron 触发器",
      "type": "n8n-nodes-base.cron",
      "position": [
        100,
        300
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "node-notion-new",
      "name": "从Notion获取新客户",
      "type": "n8n-nodes-base.notion",
      "position": [
        300,
        300
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "node-gmail-welcome",
      "name": "发送欢迎邮件",
      "type": "n8n-nodes-base.gmail",
      "position": [
        500,
        300
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "node-notion-onboarded",
      "name": "将客户更新为已入职",
      "type": "n8n-nodes-base.notion",
      "position": [
        700,
        300
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "node-notion-checkin",
      "name": "获取需要跟进的有效客户",
      "type": "n8n-nodes-base.notion",
      "position": [
        300,
        500
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "node-openai-checkin",
      "name": "使用GPT-4o生成跟进消息",
      "type": "n8n-nodes-base.openAi",
      "position": [
        500,
        500
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "node-gmail-checkin",
      "name": "发送跟进邮件",
      "type": "n8n-nodes-base.gmail",
      "position": [
        700,
        500
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "node-notion-update-checkin",
      "name": "更新最后跟进日期",
      "type": "n8n-nodes-base.notion",
      "position": [
        900,
        500
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "node-notion-feedback",
      "name": "获取已完成服务的客户用于反馈",
      "type": "n8n-nodes-base.notion",
      "position": [
        300,
        700
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "node-gmail-feedback",
      "name": "发送反馈请求",
      "type": "n8n-nodes-base.gmail",
      "position": [
        500,
        700
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "node-notion-mark-feedback",
      "name": "标记反馈已收集",
      "type": "n8n-nodes-base.notion",
      "position": [
        700,
        700
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "node-notion-inactive",
      "name": "获取不活跃客户",
      "type": "n8n-nodes-base.notion",
      "position": [
        300,
        900
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "node-gmail-reengage",
      "name": "发送重新激活邮件",
      "type": "n8n-nodes-base.gmail",
      "position": [
        500,
        900
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "node-notion-mark-reengage",
      "name": "标记重新激活邮件已发送",
      "type": "n8n-nodes-base.notion",
      "position": [
        700,
        900
      ],
      "parameters": {},
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {},
  "versionId": "v1.0",
  "connections": {
    "Cron Trigger": {
      "main": [
        [
          "Get New Clients from Notion",
          "main",
          0
        ],
        [
          "Get Active Clients Needing Check-In",
          "main",
          0
        ],
        [
          "Get Completed Clients for Feedback",
          "main",
          0
        ],
        [
          "Get Inactive Clients",
          "main",
          0
        ]
      ]
    },
    "Send Welcome Email": {
      "main": [
        [
          "Update Client to Onboarded",
          "main",
          0
        ]
      ]
    },
    "Send Check-In Email": {
      "main": [
        [
          "Update Last Check-In Date",
          "main",
          0
        ]
      ]
    },
    "Get Inactive Clients": {
      "main": [
        [
          "Send Re-engagement Email",
          "main",
          0
        ]
      ]
    },
    "Send Feedback Request": {
      "main": [
        [
          "Mark Feedback Collected",
          "main",
          0
        ]
      ]
    },
    "Send Re-engagement Email": {
      "main": [
        [
          "Mark Re-engagement Sent",
          "main",
          0
        ]
      ]
    },
    "Get New Clients from Notion": {
      "main": [
        [
          "Send Welcome Email",
          "main",
          0
        ]
      ]
    },
    "Get Completed Clients for Feedback": {
      "main": [
        [
          "Send Feedback Request",
          "main",
          0
        ]
      ]
    },
    "Get Active Clients Needing Check-In": {
      "main": [
        [
          "Generate Check-In Message with GPT-4o",
          "main",
          0
        ]
      ]
    },
    "Generate Check-In Message with GPT-4o": {
      "main": [
        [
          "Send Check-In Email",
          "main",
          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?

中级 - 客户关系管理, 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。

工作流信息
难度等级
中级
节点数量14
分类2
节点类型4
难度说明

适合有一定经验的用户,包含 6-15 个节点的中等复杂度工作流

作者
Shelly-Ann Davy

Shelly-Ann Davy

@shecodesflo

Founder of The Workflow Muse & @SheCodesFlow. I craft elegant, task-focused automations for creators, founders, and soft-tech enthusiasts. “Automate with grace. Scale with power.”

外部链接
在 n8n.io 查看

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