KI-gestützter Kunden-Onboarding-Prozess (JotForm, Asana, Slack, HubSpot)

• •Google-Konto + Gmail API-Anmeldedaten
• •Slack Bot Token oder Webhook URL
• •HubSpot API Key
• •Google Sheets API-Anmeldedaten
• •OpenAI API Key

{
  "meta": {
    "instanceId": "277842713620d9f5554de3b1518b865a152c8c4db680008bd8aec536fc18b4a8",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "2f02d7ac-87c8-416e-aa67-a7c13b5f9541",
      "name": "JotForm Trigger",
      "type": "n8n-nodes-base.jotFormTrigger",
      "position": [
        -1024,
        384
      ],
      "webhookId": "client-onboarding",
      "parameters": {
        "form": "252862984356471"
      },
      "credentials": {
        "jotFormApi": {
          "id": "W7O1b225FpOwkwDT",
          "name": "JotForm account-Deepanshi"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "c0cade34-0c2e-4ba5-831a-7f88bc22fcab",
      "name": "Kundendaten parsen",
      "type": "n8n-nodes-base.code",
      "position": [
        -704,
        368
      ],
      "parameters": {
        "jsCode": "// Parse and normalize client onboarding form data\nconst formData = $input.first().json;\n\nreturn {\n  json: {\n    submissionId: formData.submissionID || Date.now().toString(),\n    clientName: formData.clientName || formData.q3_clientName,\n    companyName: formData.companyName || formData.q4_companyName,\n    clientEmail: formData.clientEmail || formData.q5_clientEmail,\n    clientPhone: formData.clientPhone || formData.q6_clientPhone,\n    projectName: formData.projectName || formData.q7_projectName,\n    projectScope: formData.projectScope || formData.q8_projectScope,\n    budget: parseFloat(formData.budget || formData.q9_budget),\n    timeline: formData.timeline || formData.q10_timeline,\n    startDate: formData.startDate || formData.q11_startDate,\n    endDate: formData.endDate || formData.q12_endDate,\n    projectType: formData.projectType || formData.q13_projectType,\n    industry: formData.industry || formData.q14_industry,\n    preferences: formData.preferences || formData.q15_preferences,\n    communicationPreference: formData.communicationPreference || formData.q16_communicationPreference,\n    submittedAt: new Date().toISOString(),\n    status: 'new'\n  }\n};"
      },
      "typeVersion": 2
    },
    {
      "id": "457370cc-660a-44a2-b5eb-3f5c26038b7b",
      "name": "KI-Agent – Teamvorschlag",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        -416,
        368
      ],
      "parameters": {
        "text": "=You are an expert project scoping agent. Given this client data, recommend a team composition, estimate hours, and evaluate budget adequacy:\n\nClient Data:\n- Company: {{ $json.companyName }}\n- Project: {{ $json.projectName }}\n- Project Type: {{ $json.projectType }}\n- Budget: ${{ $json.budget }}\n- Timeline: {{ $json.timeline }}\n- Scope: {{ $json.projectScope }}\n\nReturn JSON:\n{\n  \"roles\": [\"role1\",\"role2\",...],\n  \"estimatedHours\": number,\n  \"isBudgetSufficient\": boolean,\n  \"priority\": \"low|medium|high\",\n  \"justification\": \"text\"\n}",
        "options": {
          "systemMessage": "You are an agency AI agent for project scoping and team planning."
        },
        "promptType": "define",
        "hasOutputParser": true
      },
      "typeVersion": 1.6
    },
    {
      "id": "251809f2-5955-4af3-a22b-daa2628057cc",
      "name": "KI-Erkenntnisse zusammenführen",
      "type": "n8n-nodes-base.code",
      "position": [
        -80,
        368
      ],
      "parameters": {
        "jsCode": "// Merge AI agent output with client data\nconst data = $input.first().json;\nlet aiOut;\ntry {\n  aiOut = JSON.parse(data.output);\n} catch (e) {\n  aiOut = {\n    roles: ['Project Manager','Developer','Designer'],\n    estimatedHours: 200,\n    isBudgetSufficient: false,\n    priority: 'medium',\n    justification: 'Fallback values used'\n  };\n}\n\nreturn {\n  json: {\n    ...data,\n    suggestedTeam: aiOut.roles,\n    estimatedHours: aiOut.estimatedHours,\n    isBudgetSufficient: aiOut.isBudgetSufficient,\n    priority: aiOut.priority,\n    teamSize: aiOut.roles.length,\n    hourlyRate: Math.round(data.budget / aiOut.estimatedHours),\n    aiAnalysis: aiOut.justification\n  }\n};"
      },
      "typeVersion": 2
    },
    {
      "id": "6884ae96-18c2-4aaa-bbcc-4eb7e5d78cf5",
      "name": "Angebot erstellen",
      "type": "n8n-nodes-base.code",
      "position": [
        64,
        528
      ],
      "parameters": {
        "jsCode": "// Generate personalized proposal content\nconst data = $input.first().json;\n\nconst proposalContent = `\n<html>\n<head>\n  <style>\n    body { font-family: Arial, sans-serif; line-height: 1.6; color: #333; max-width: 800px; margin: 0 auto; padding: 20px; }\n    h1 { color: #2c3e50; border-bottom: 3px solid #3498db; padding-bottom: 10px; }\n    h2 { color: #34495e; margin-top: 30px; }\n    .header { background: #3498db; color: white; padding: 20px; text-align: center; margin: -20px -20px 30px -20px; }\n    .section { background: #f8f9fa; padding: 20px; margin: 20px 0; border-radius: 5px; }\n    .team { display: flex; flex-wrap: wrap; gap: 10px; }\n    .team-member { background: white; padding: 10px; border-radius: 3px; border-left: 3px solid #3498db; }\n    .price { font-size: 32px; color: #27ae60; font-weight: bold; }\n    table { width: 100%; border-collapse: collapse; margin: 20px 0; }\n    th, td { padding: 12px; text-align: left; border-bottom: 1px solid #ddd; }\n    th { background: #3498db; color: white; }\n  </style>\n</head>\n<body>\n  <div class=\"header\">\n    <h1>Project Proposal</h1>\n    <p>For ${data.companyName}</p>\n  </div>\n  \n  <h2>Project Overview</h2>\n  <div class=\"section\">\n    <p><strong>Project Name:</strong> ${data.projectName}</p>\n    <p><strong>Client:</strong> ${data.clientName}</p>\n    <p><strong>Project Type:</strong> ${data.projectType}</p>\n    <p><strong>Timeline:</strong> ${data.timeline}</p>\n    <p><strong>Start Date:</strong> ${data.startDate}</p>\n    <p><strong>End Date:</strong> ${data.endDate}</p>\n  </div>\n  \n  <h2>Project Scope</h2>\n  <div class=\"section\">\n    <p>${data.projectScope}</p>\n  </div>\n  \n  <h2>Recommended Team</h2>\n  <div class=\"section\">\n    <p><strong>Team Size:</strong> ${data.teamSize} professionals</p>\n    <p><strong>Estimated Hours:</strong> ${data.estimatedHours} hours</p>\n    <div class=\"team\">\n      ${data.suggestedTeam.map(role => `<div class=\"team-member\">${role}</div>`).join('')}\n    </div>\n  </div>\n  \n  <h2>Investment</h2>\n  <div class=\"section\" style=\"text-align: center;\">\n    <p class=\"price\">$${data.budget.toLocaleString()}</p>\n    <p>Estimated Hourly Rate: $${data.hourlyRate}</p>\n  </div>\n  \n  <h2>Project Deliverables</h2>\n  <table>\n    <tr>\n      <th>Phase</th>\n      <th>Deliverable</th>\n      <th>Timeline</th>\n    </tr>\n    <tr>\n      <td>Phase 1: Discovery</td>\n      <td>Requirements Document, Wireframes</td>\n      <td>Week 1-2</td>\n    </tr>\n    <tr>\n      <td>Phase 2: Design</td>\n      <td>Visual Designs, Prototypes</td>\n      <td>Week 3-4</td>\n    </tr>\n    <tr>\n      <td>Phase 3: Development</td>\n      <td>Working Software/Assets</td>\n      <td>Week 5-10</td>\n    </tr>\n    <tr>\n      <td>Phase 4: Testing & Launch</td>\n      <td>QA Report, Final Delivery</td>\n      <td>Week 11-12</td>\n    </tr>\n  </table>\n  \n  <h2>Next Steps</h2>\n  <div class=\"section\">\n    <ol>\n      <li>Review and sign this proposal</li>\n      <li>Complete contract via DocuSign</li>\n      <li>Attend kickoff meeting</li>\n      <li>Provide initial assets and access</li>\n      <li>Project begins on ${data.startDate}</li>\n    </ol>\n  </div>\n  \n  <div style=\"margin-top: 50px; padding-top: 20px; border-top: 2px solid #ddd; text-align: center; color: #7f8c8d;\">\n    <p>Thank you for choosing our agency!</p>\n    <p>Questions? Contact us at hello@agency.com</p>\n  </div>\n</body>\n</html>\n`;\n\nreturn {\n  json: {\n    ...data,\n    proposalHtml: proposalContent,\n    proposalFileName: `Proposal_${data.companyName.replace(/\\s/g, '_')}_${Date.now()}.pdf`\n  }\n};"
      },
      "typeVersion": 2
    },
    {
      "id": "5cd3ec5a-5f6e-4881-a251-b653cdaa4734",
      "name": "Asana-Projekt anlegen",
      "type": "n8n-nodes-base.asana",
      "position": [
        224,
        336
      ],
      "parameters": {
        "name": "={{ $json.projectName }} - {{ $json.companyName }}",
        "workspace": "1211637335390340",
        "otherProperties": {}
      },
      "credentials": {
        "asanaApi": {
          "id": "xClxvTWKnAfKFUf8",
          "name": "Asana account - Deepanshi"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "f2418b9c-dfa0-45a7-b3aa-fd5b32d3a742",
      "name": "Aufgaben generieren",
      "type": "n8n-nodes-base.code",
      "position": [
        256,
        592
      ],
      "parameters": {
        "jsCode": "// Generate project tasks based on project type and timeline\nconst data = $input.first().json;\n\nconst standardTasks = [\n  { name: 'Kickoff Meeting', assignee: 'Project Manager', dueOffset: 1 },\n  { name: 'Gather Requirements', assignee: 'Project Manager', dueOffset: 3 },\n  { name: 'Create Project Brief', assignee: 'Project Manager', dueOffset: 5 },\n  { name: 'Design Phase - Wireframes', assignee: 'UI/UX Designer', dueOffset: 10 },\n  { name: 'Design Phase - Visual Design', assignee: 'UI/UX Designer', dueOffset: 15 },\n  { name: 'Client Review - Design', assignee: 'Project Manager', dueOffset: 18 },\n  { name: 'Development Phase Start', assignee: 'Lead Developer', dueOffset: 21 },\n  { name: 'Mid-Project Check-in', assignee: 'Project Manager', dueOffset: 35 },\n  { name: 'QA Testing', assignee: 'QA Tester', dueOffset: 50 },\n  { name: 'Client UAT', assignee: 'Project Manager', dueOffset: 55 },\n  { name: 'Final Revisions', assignee: 'Team', dueOffset: 60 },\n  { name: 'Launch/Delivery', assignee: 'Project Manager', dueOffset: 65 },\n  { name: 'Post-Launch Review', assignee: 'Project Manager', dueOffset: 70 }\n];\n\nconst tasks = standardTasks.map(task => {\n  const dueDate = new Date(data.startDate);\n  dueDate.setDate(dueDate.getDate() + task.dueOffset);\n  \n  return {\n    name: task.name,\n    assignee: task.assignee,\n    dueDate: dueDate.toISOString().split('T')[0],\n    description: `Task for ${data.projectName}`,\n    priority: task.dueOffset < 10 ? 'high' : 'normal'\n  };\n});\n\nreturn {\n  json: {\n    ...data,\n    tasks: tasks,\n    taskCount: tasks.length\n  }\n};"
      },
      "typeVersion": 2
    },
    {
      "id": "d37c092a-0aff-44bc-b474-d52c5167c649",
      "name": "Slack-Kanal erstellen",
      "type": "n8n-nodes-base.slack",
      "position": [
        512,
        352
      ],
      "webhookId": "edb15a7b-8af4-423d-a2a0-214f727731c7",
      "parameters": {
        "operation": "create"
      },
      "credentials": {
        "slackApi": {
          "id": "piPcLxWbLrndcGhp",
          "name": "Slack account - Deepanshi"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "8398e5a3-67b0-4f58-9285-f121f18a6549",
      "name": "Slack-Willkommensnachricht senden",
      "type": "n8n-nodes-base.slack",
      "position": [
        544,
        624
      ],
      "webhookId": "fbd1984a-e97f-4de5-ab9c-21e664350175",
      "parameters": {
        "text": "=🎉 Welcome to your project channel, {{ $json.companyName }}!\n\n📋 **Project:** {{ $json.projectName }}\n💰 **Budget:** ${{ $json.budget }}\n📅 **Timeline:** {{ $json.startDate }} to {{ $json.endDate }}\n👥 **Team Size:** {{ $json.teamSize }} members\n\n**Your Team:**\n{{ $json.suggestedTeam.map(role => '• ' + role).join('\\n') }}\n\nWe'll use this channel for all project communications. Looking forward to working together!",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $json.channelId }}"
        },
        "otherOptions": {}
      },
      "credentials": {
        "slackApi": {
          "id": "piPcLxWbLrndcGhp",
          "name": "Slack account - Deepanshi"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "11879f0d-ea22-4ff5-970e-f50170fee82c",
      "name": "Willkommens-E-Mail senden",
      "type": "n8n-nodes-base.gmail",
      "position": [
        864,
        656
      ],
      "webhookId": "c6a89e6a-b365-46d1-beec-33a09a83f8b3",
      "parameters": {
        "sendTo": "={{ $json.clientEmail }}",
        "message": "=Hi {{ $json.clientName }},\n\nWelcome aboard! We're thrilled to partner with {{ $json.companyName }} on {{ $json.projectName }}.\n\n**What's Next:**\n\n1. ✅ Review your personalized proposal (attached)\n2. ✍️ Sign the contract via DocuSign (link coming shortly)\n3. 📅 Join our kickoff meeting (calendar invite sent separately)\n4. 💬 Access your dedicated Slack channel for project updates\n5. 🚀 Project kickoff on {{ $json.startDate }}\n\n**Your Project Details:**\n• Budget: ${{ $json.budget }}\n• Timeline: {{ $json.timeline }}\n• Team Size: {{ $json.teamSize }} professionals\n• Priority: {{ $json.priority }}\n\n**Your Dedicated Team:**\n{{ $json.suggestedTeam.map(role => '• ' + role).join('\\n') }}\n\nWe've created a comprehensive project plan in Asana where you can track progress in real-time.\n\n**Client Portal Access:**\nURL: https://portal.agency.com\nUsername: {{ $json.clientEmail }}\n(Password will be sent separately)\n\nIf you have any questions before we kick off, feel free to reply to this email or reach out via Slack.\n\nExcited to get started!\n\nBest regards,\nThe Agency Team\n\n---\nThis is an automated onboarding email. Your dedicated project manager will be in touch within 24 hours.",
        "options": {},
        "subject": "=🎉 Welcome to Our Agency - {{ $json.projectName }}"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "PIMDNhXNj8Zyiz3G",
          "name": "Gmail account - Deepanshi"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "b7da0224-d315-4e3f-b761-25d1b3003718",
      "name": "HubSpot-Kontakt anlegen",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        832,
        352
      ],
      "parameters": {
        "email": "Deepanshirig@gmail.com",
        "options": {},
        "authentication": "appToken",
        "additionalFields": {}
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "3xNVsnTDvnEnna24",
          "name": "HubSpot App Token account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "285627c0-9e6b-464a-bde7-66f69bc5888b",
      "name": "In Google Sheets protokollieren",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        1280,
        464
      ],
      "parameters": {
        "columns": {
          "value": {},
          "schema": [
            {
              "id": "client Name",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "client Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "client Phone",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "client Phone",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "client Email",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "client Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "company Name",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "company Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "project Name",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "project Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "project Scope",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "project Scope",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "budget",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "budget",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "timeline",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "timeline",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "start Date",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "start Date",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "end Date",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "end Date",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "project Type",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "project Type",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "industry",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "industry",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "preferences",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "preferences",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "communication Preference",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "communication Preference",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "autoMapInputData",
          "matchingColumns": [],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "appendOrUpdate",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1H3BF_uqLMhrxXZnMg4r1RXX30lftIaxmYiZxqkSFsZU/edit#gid=0",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1H3BF_uqLMhrxXZnMg4r1RXX30lftIaxmYiZxqkSFsZU",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1H3BF_uqLMhrxXZnMg4r1RXX30lftIaxmYiZxqkSFsZU/edit?usp=drivesdk",
          "cachedResultName": "Client Onboarding"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "Kz2DdSp11rxqwlFt",
          "name": "Google Sheets account - Deepanshi"
        }
      },
      "typeVersion": 4.4
    },
    {
      "id": "245c95d1-e5df-427b-b17e-cee3628f5448",
      "name": "Notiz",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1056,
        -32
      ],
      "parameters": {
        "width": 288,
        "height": 560,
        "content": "📩 **TRIGGER: New Client Submission**\n\nCaptures comprehensive client details from JotForm:\n• Client/Company information\n• Project scope and requirements\n• Budget and timeline\n• Communication preferences\n\nCreate your intake form on [JotForm](https://www.jotform.com/?partner=mediajade)\n\n**Required Form Fields:**\n- Client Name\n- Company Name\n- Email & Phone\n- Project Name & Type\n- Budget & Timeline\n- Project Scope (long text)\n- Industry & Preferences"
      },
      "typeVersion": 1
    },
    {
      "id": "8dd11531-9d79-464b-b584-cac258d4b63e",
      "name": "Notiz 1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -736,
        96
      ],
      "parameters": {
        "height": 432,
        "content": "🧾 **PARSE & NORMALIZE**\n\nExtracts and standardizes all client data from JotForm submission.\n\nHandles multiple field name formats (q3_field, field, etc.)\n\nPrepares clean data structure for downstream processing."
      },
      "typeVersion": 1
    },
    {
      "id": "52c49cf3-27e0-41ca-b160-ea99a779b57e",
      "name": "Notiz 2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -464,
        64
      ],
      "parameters": {
        "width": 272,
        "height": 576,
        "content": "🤖 **AI AGENT - TEAM SUGGESTION**\n\nReplaces the static logic node with a LangChain AI Agent:\n• Analyzes project input data\n• Suggests optimal roles & hours\n• Evaluates budget adequacy & priority\n• Generates justification text"
      },
      "typeVersion": 1
    },
    {
      "id": "fd913e86-e028-4d0c-a464-d2ef6654aba7",
      "name": "Notiz 3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -160,
        -16
      ],
      "parameters": {
        "width": 256,
        "height": 400,
        "content": "📄 **PROPOSAL GENERATION**\n\nCreates beautiful, branded HTML proposal:\n\n• Project overview\n• Recommended team\n• Investment breakdown\n• Deliverables timeline\n• Next steps\n\nReady for PDF conversion or DocuSign!\n\n**Customize:**\nEdit HTML template with your branding, colors, and logo."
      },
      "typeVersion": 1
    },
    {
      "id": "d70eab5c-5cc6-4daa-9c90-7b7d308fed1a",
      "name": "Notiz 4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        128,
        -16
      ],
      "parameters": {
        "width": 320,
        "height": 736,
        "content": "📊 **PROJECT MANAGEMENT SETUP**\n\n**Asana Project Creation:**\n• Creates new project\n• Sets timeline and notes\n• Links to client data\n\n**Task Generation:**\n• 13 standard tasks\n• Auto-assigned to roles\n• Due dates calculated from start date\n• Customizable per project type\n\nPhases: Discovery → Design → Development → Testing → Launch"
      },
      "typeVersion": 1
    },
    {
      "id": "b22c2ef8-5c13-4a4a-bdeb-3e6a5fe4e7e1",
      "name": "Notiz 5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        464,
        0
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