Automatisierung der Onboarding-Prozesse für Marketingagenturkunden: Von Typeform zu GDrive + KI-Recherche
Dies ist ein Multimodal AI-Bereich Automatisierungsworkflow mit 45 Nodes. Hauptsächlich werden If, Gmail, Slack, GoogleDocs, GoogleDrive und andere Nodes verwendet. Automatisierung der Onboarding-Prozesse für Marketingkunden: von Typeform zu GDrive + OpenAI-Recherche
- •Google-Konto + Gmail API-Anmeldedaten
- •Slack Bot Token oder Webhook URL
- •Google Drive API-Anmeldedaten
- •OpenAI API Key
Verwendete Nodes (45)
Kategorie
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"parameters": {
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"name": "Before After",
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"text": "==A new Research Brief has been created for {{ $('Typeform: Client submit Intake Form').item.json['Brand name'] }}! 📄\nView it here: <https://docs.google.com/document/d/{{$item(0, 'Google Docs: Create a Document').$json.documentId}}/edit|Open the Research Brief>\n\n",
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"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
"color": 7,
"width": 784,
"height": 1040,
"content": "# Client Onboarding & Research Brief Automation\n\n## What this workflow does\nThis workflow automates the complete client onboarding process for marketing agencies, triggered when a new client submits an intake form via Typeform.\n\n## Key Features\n- Automatically creates organized Google Drive folder structure with 6 main folders and multiple subfolders for client assets\n- Posts comprehensive intake responses to Slack for team visibility \n- Uses AI (OpenAI) to generate a detailed marketing research brief based on client inputs\n- Implements approval workflow with revision capability if changes are needed\n- Creates and updates Google Docs with the finalized research brief\n- Sends welcome email to new clients\n\n## Setup Requirements\n1. **Typeform account** with an intake form\n2. **Slack workspace** with appropriate channels\n3. **Google account** with Drive, Docs, and Gmail access\n4. **OpenAI API key** for AI content generation\n\n## How to set up\n1. Configure all values in the \"⚙️ Configuration\" node\n2. Connect your accounts (Typeform, Slack, Google, OpenAI)\n3. Set your Typeform webhook with your intake form ID\n4. Configure Slack channel IDs for notifications and approvals\n5. Specify the parent Google Drive folder for client folders\n6. Customize the welcome email template in the Gmail node\n7. Test with a sample form submission\n\n## Benefits\n- Saves 2-3 hours of manual setup per new client\n- Ensures consistent folder structure and documentation\n- Enables team collaboration through Slack notifications\n- Maintains quality control with built-in approval process"
},
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},
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"name": "Notizzettel1",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
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"content": "## Step 1: Form Submission\nConfigure your Typeform ID in the Configuration node, then this trigger will activate when a client submits your intake form."
},
"typeVersion": 1
},
{
"id": "f1698b3b-988d-4614-9092-a38d47ddd79c",
"name": "Notizzettel2",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"content": "## Step 2: Create Folder Structure\nCreates main client folder and all necessary subfolders in Google Drive"
},
"typeVersion": 1
},
{
"id": "8f1a65b3-8569-41dc-941b-d38633d8a4ef",
"name": "Notizzettel3",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"content": "## Subfolder Creation\nCreates organized folder structure for all client assets"
},
"typeVersion": 1
},
{
"id": "e009f4d6-a610-491c-b6ab-07cb05de4b21",
"name": "Notizzettel4",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"content": "## Step 3: Notify Team\nSends detailed intake form responses to Slack for team visibility"
},
"typeVersion": 1
},
{
"id": "cf3ef9d4-7419-47e4-9a82-403058cb3004",
"name": "Notizzettel5",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"content": "## Step 4: Welcome Email\nSends automated welcome email to the new client"
},
"typeVersion": 1
},
{
"id": "de5f726a-27e2-4bc3-b8a4-782d50d851f5",
"name": "Notizzettel6",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
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"content": "## Step 5: AI Research Brief\nGenerates comprehensive marketing research document using OpenAI based on intake form responses"
},
"typeVersion": 1
},
{
"id": "27d8e8bc-b3b1-4906-ac08-f28c81d87eed",
"name": "Notizzettel7",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"content": "## Step 6: Approval Workflow\nSends research brief for team review with approval/revision process"
},
"typeVersion": 1
},
{
"id": "075b1342-2c67-48c7-bc82-a540a8816aac",
"name": "Notizzettel8",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"content": "## Step 7: Create Document\nIf approved, creates Google Doc with the research brief"
},
"typeVersion": 1
},
{
"id": "d6b249ca-ec09-4e77-80e4-377334266a99",
"name": "Notizzettel9",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"content": "## Revision Process\nIf not approved, collect feedback and generate revised version"
},
"typeVersion": 1
}
],
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}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 - Multimodales KI
Ist es kostenpflichtig?
Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.
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Chris Rudy
@chrisrudyDTC Marketing consultant with over 6 years of experience and over $25m in ad spend managed
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