Onboarding-Prozess

• •Google-Konto + Gmail API-Anmeldedaten
• •Google Sheets API-Anmeldedaten
• •Google Gemini API Key

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        "content": "=======================================\n            WORKFLOW ASSISTANCE\n=======================================\nFor any questions or support, please contact:\n    Yaron@nofluff.online\n\nExplore more tips and tutorials here:\n   - YouTube: https://www.youtube.com/@YaronBeen/videos\n   - LinkedIn: https://www.linkedin.com/in/yaronbeen/\n=======================================\n\nAuthor:\nYaron Been\n![Yaron Been](https://1.gravatar.com/avatar/a4e4dcaa1f76ff5266bbf80e8df86d22efda890474c68f7796e72fd82e3f2375?size=512&d=initials)"
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        "content": "📋 Client Onboarding Automation  \nThis workflow triggers when a new row is added to a Google Sheet linked to a Google Form.  \nIt extracts client data, builds a checklist, uses Gemini to personalize it, and sends it via email.  \nIncludes error handling to notify if execution fails.\n"
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        "content": "📤 Email the customized onboarding checklist  \nto the client using their submitted email address\n"
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        "content": "🧠 Send prompt to Gemini API to tailor checklist  \nbased on client name, company, and selected services\n"
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        "content": "📋 Set the default onboarding checklist items\n"
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        "content": "🧍 Extract client details: name, email, company, services\n"
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        "content": "⏰ Trigger when a new row is added  \n(Google Form response stored in Google Sheet)\n"
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              "type": "string",
              "value": "=Name:  {{ $json['Client name'] }} \nEmail:  {{ $json[' email '] }}\nCompany: {{ $json['  Company Name  '] }}\nService Needed: {{ $json['  Services Needed  '] }}\nOther info: {{ $json['  Any other onboarding info  '] }}"
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      "parameters": {
        "text": "=Give me an onboarding check list for an email to the client, give me only email body and don't generate extra text like \"Okay, here's an email template ...\" and start and end on new lines\nstart with:\nHi {{ $('Trigger on New Client Form Submission').item.json['Client name'] }}, \nand end with \nBest regards,\nYour {{ $('Trigger on New Client Form Submission').item.json['  Company Name  '] }} Team\n\n:\nAlso use information from checklist and Fields below\n {{ $json.Checklist }}\n\nFields: {{ $('Extract and Structure Client Data').item.json.fields }}",
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      "name": "E-Mail an den Kunden senden",
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      "position": [
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      "webhookId": "2a07b507-23a6-4bfb-adff-997d30ea3dfa",
      "parameters": {
        "sendTo": "={{ $('Trigger on New Client Form Submission').item.json[' email '] }}",
        "message": "= {{ $json.text }}",
        "options": {},
        "subject": "=Welcome to Our Service,  {{ $('Trigger on New Client Form Submission').item.json['Client name'] }} "
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      "credentials": {
        "gmailOAuth2": {
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