Onboarding

Experte

Dies ist ein Support, AI-Bereich Automatisierungsworkflow mit 20 Nodes. Hauptsächlich werden Set, Gmail, Start, ErrorTrigger, ChainLlm und andere Nodes verwendet, kombiniert mit KI-Technologie für intelligente Automatisierung. AI Customer Onboarding Agent: Automatisierter Willkommens-E-Mail-Generator

Voraussetzungen
  • Google-Konto + Gmail API-Anmeldedaten
  • Google Sheets API-Anmeldedaten
  • Google Gemini API Key
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
  "id": "7R0XDRrkPclEYLJS",
  "meta": {
    "instanceId": "57c71fe69aec521b7d0bd3751d2e0aaa08f8884418e122571610a23c9eb8a65c"
  },
  "name": "Onboarding",
  "tags": [],
  "nodes": [
    {
      "id": "d29dd2a4-bcf0-4a85-ace6-930f8f100bb6",
      "name": "Haftnotiz",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1720,
        200
      ],
      "parameters": {
        "color": 4,
        "width": 420,
        "height": 680,
        "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)"
      },
      "typeVersion": 1
    },
    {
      "id": "66045c99-118c-4302-807e-c4279d1a47a2",
      "name": "Start",
      "type": "n8n-nodes-base.start",
      "position": [
        -80,
        20
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "3cc38fca-c0c9-4c9f-90f1-a9d0ece9522c",
      "name": "Fehlerbehandlung",
      "type": "n8n-nodes-base.errorTrigger",
      "position": [
        1180,
        340
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "7b745afe-49a5-4cd6-aa03-a0dae214e908",
      "name": "Ausführung abgeschlossen",
      "type": "n8n-nodes-base.noOp",
      "position": [
        1180,
        20
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "0ea5c7e9-78b8-446a-bae1-802a5ecab399",
      "name": "Ausführungsfehler",
      "type": "n8n-nodes-base.noOp",
      "position": [
        1380,
        340
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "e79e67c4-9de6-4287-86b9-e2cd6b884f52",
      "name": "Kunden-Checkliste",
      "type": "n8n-nodes-base.set",
      "position": [
        540,
        20
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "c9c81e80-f2f2-436d-a6cf-48882b0f72ea",
              "name": "=Checklist",
              "type": "string",
              "value": "=\"Checklist\": \"\n1. Account setup\n2. Welcome call scheduled\n3. Document collection\n4. Service configuration\n5. Onboarding session\n6. First milestone review"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "daa90481-fb59-47ff-9aa1-14e33a42d459",
      "name": "Google Gemini Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini",
      "position": [
        700,
        520
      ],
      "parameters": {
        "options": {},
        "modelName": "models/gemini-2.0-flash"
      },
      "credentials": {
        "googlePalmApi": {
          "id": "cHiuNFEYYehlLyFW",
          "name": "Google Gemini(PaLM) Api account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "fc92711a-1073-474b-8e62-f6413986de4f",
      "name": "Haftnotiz1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -200,
        -220
      ],
      "parameters": {
        "width": 540,
        "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"
      },
      "typeVersion": 1
    },
    {
      "id": "5907c579-44bf-47e4-b38e-944700e8e540",
      "name": "Haftnotiz2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        940,
        200
      ],
      "parameters": {
        "width": 200,
        "height": 100,
        "content": "📤 Email the customized onboarding checklist  \nto the client using their submitted email address\n"
      },
      "typeVersion": 1
    },
    {
      "id": "f6abbdf9-156f-45cc-bb16-ccb619a3fba7",
      "name": "Haftnotiz3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1180,
        200
      ],
      "parameters": {
        "width": 200,
        "height": 100,
        "content": "✅ Indicates successful end of execution\n"
      },
      "typeVersion": 1
    },
    {
      "id": "2ccb5b9b-4d4b-4615-a8cd-c9aed234b75b",
      "name": "Haftnotiz4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1420,
        520
      ],
      "parameters": {
        "width": 200,
        "height": 100,
        "content": "🚨 Handles errors from any node above  \nCan trigger notifications or log the failure\n"
      },
      "typeVersion": 1
    },
    {
      "id": "4aaef60e-2e14-416c-9d01-6d8a692afc20",
      "name": "Haftnotiz5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1160,
        520
      ],
      "parameters": {
        "width": 200,
        "height": 100,
        "content": "❌ Catch any errors during execution  \nand take fallback or alerting action\n"
      },
      "typeVersion": 1
    },
    {
      "id": "0720cde8-e4a3-4e75-a9d5-9a72d67a041c",
      "name": "Haftnotiz6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        720,
        200
      ],
      "parameters": {
        "width": 200,
        "height": 100,
        "content": "🧠 Send prompt to Gemini API to tailor checklist  \nbased on client name, company, and selected services\n"
      },
      "typeVersion": 1
    },
    {
      "id": "76186e1d-a5e5-4935-bec9-8abf6494c5f9",
      "name": "Haftnotiz7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        480,
        200
      ],
      "parameters": {
        "width": 200,
        "height": 100,
        "content": "📋 Set the default onboarding checklist items\n"
      },
      "typeVersion": 1
    },
    {
      "id": "099c44da-a685-492f-ad8c-5001d181e37f",
      "name": "Haftnotiz8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        260,
        200
      ],
      "parameters": {
        "width": 200,
        "height": 100,
        "content": "🧍 Extract client details: name, email, company, services\n"
      },
      "typeVersion": 1
    },
    {
      "id": "7eb2540f-77bc-472f-927b-db19a59af74c",
      "name": "Haftnotiz9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        40,
        200
      ],
      "parameters": {
        "width": 200,
        "height": 100,
        "content": "⏰ Trigger when a new row is added  \n(Google Form response stored in Google Sheet)\n"
      },
      "typeVersion": 1
    },
    {
      "id": "d4d0d056-f14e-4ba0-9800-680854b25a3a",
      "name": "Auslöser bei neuer Kundenformularübermittlung",
      "type": "n8n-nodes-base.googleSheetsTrigger",
      "position": [
        120,
        20
      ],
      "parameters": {
        "event": "rowAdded",
        "options": {},
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        },
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 1635870855,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/19Hvti1sX6SvjP1Kj8dWFEiksiqn1FJVBoMToP2X6xBw/edit#gid=1635870855",
          "cachedResultName": "Form Responses 1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "19Hvti1sX6SvjP1Kj8dWFEiksiqn1FJVBoMToP2X6xBw",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/19Hvti1sX6SvjP1Kj8dWFEiksiqn1FJVBoMToP2X6xBw/edit?usp=drivesdk",
          "cachedResultName": "Onboarding"
        }
      },
      "credentials": {
        "googleSheetsTriggerOAuth2Api": {
          "id": "HyhUBfOVRIuLMcGw",
          "name": "Google Sheets Trigger account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "c74110eb-1e8e-4836-93a7-76e8bc0a82f2",
      "name": "Kundendaten extrahieren und strukturieren",
      "type": "n8n-nodes-base.set",
      "position": [
        320,
        20
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "7c333d8f-04cd-4987-9c30-4c7bc26baecb",
              "name": "fields",
              "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  '] }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "93822f2f-1013-4231-9602-3337fee939c8",
      "name": "Personalisierung mit Gemini",
      "type": "@n8n/n8n-nodes-langchain.chainLlm",
      "position": [
        680,
        20
      ],
      "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 }}",
        "promptType": "define"
      },
      "typeVersion": 1.5
    },
    {
      "id": "03c3ee91-0d15-44a3-8426-7d9181a9876f",
      "name": "E-Mail an Kunden senden",
      "type": "n8n-nodes-base.gmail",
      "position": [
        980,
        20
      ],
      "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'] }} "
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "4xTRVs8hsWgrdhHr",
          "name": "Gmail account 2"
        }
      },
      "typeVersion": 2.1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "7cf9d691-7a87-4cc1-9827-ac581cbaa503",
  "connections": {
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    },
    "daa90481-fb59-47ff-9aa1-14e33a42d459": {
      "ai_languageModel": [
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            "node": "93822f2f-1013-4231-9602-3337fee939c8",
            "type": "ai_languageModel",
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    "93822f2f-1013-4231-9602-3337fee939c8": {
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    "c74110eb-1e8e-4836-93a7-76e8bc0a82f2": {
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    "d4d0d056-f14e-4ba0-9800-680854b25a3a": {
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    }
  }
}
Häufig gestellte Fragen

Wie verwende ich diesen Workflow?

Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.

Für welche Szenarien ist dieser Workflow geeignet?

Experte - Support, Künstliche Intelligenz

Ist es kostenpflichtig?

Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.

Workflow-Informationen
Schwierigkeitsgrad
Experte
Anzahl der Nodes20
Kategorie2
Node-Typen9
Schwierigkeitsbeschreibung

Für fortgeschrittene Benutzer, komplexe Workflows mit 16+ Nodes

Autor
Yaron Been

Yaron Been

@yaron-nofluff

Building AI Agents and Automations | Growth Marketer | Entrepreneur | Book Author & Podcast Host

Externe Links
Auf n8n.io ansehen

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Kategorien

Kategorien: 34