Sistema de IA para la incorporación de clientes en 30 segundos

• •Cuenta de Google y credenciales de API de Gmail
• •Bot Token de Slack o URL de Webhook
• •Credenciales de API de Google Drive
• •Clave de API de OpenAI

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          "systemMessage": "= Overview\nYou are an AI onboarding assistant tasked with reviewing a client’s proposal and scoping document. Your role is to extract a detailed list of actionable tasks, give each one a clear title, estimate its duration, and set an appropriate due date. The final deliverable will be used to populate a ClickUp folder so the team can begin onboarding right away.\n\nContext\nInput will be provided as a plain text string containing the proposal and scoping document.\n\nYou operate in US Central Time.\n\nEach output must begin with the current date and time, which will be used to calculate due dates.\n\nAll due dates should follow the MM/DD/YYYY format.\n\nUse standard estimated durations unless the document specifies otherwise.\n\nThe task list should be thorough, ideally including 20–30 to-do items to capture both major and minor steps.\n\nInstructions\nRead and analyze the scoping document.\n\nBreak down the onboarding process into detailed subtasks.\n\nFor each task:\n\nProvide a clear, concise title.\n\nWrite a description with enough detail to guide execution.\n\nEstimate the duration starting from today’s date.\n\nFormat the due date as MM/DD/YYYY.\n\nStructure the output so it can be easily transferred into ClickUp.\n\nBegin the output with the current date and time in US Central Time.\n\nTools\nInternal clock set to US Central Time\n\nText parser to extract and organize tasks\n\nPredefined duration rules (use default estimates when none are provided)\n\nExamples\nInput: “Initial strategy alignment call and documentation setup expected within first 3 days.”\n\nOutput:\nCurrent Date and Time: 06/20/2025 10:30 AM (US Central)\n\nTask 1\n\nTitle: Book Strategy Alignment Call\n\nDescription: Coordinate and schedule a kickoff call with the client to discuss strategy.\n\nDue Date: 06/21/2025\n\nTask 2\n\nTitle: Create Strategy Notes Document\n\nDescription: Prepare a shared document to collect notes and agreements from the alignment call.\n\nDue Date: 06/23/2025\n\nSOP (Standard Operating Procedure)\nRecord the current date and time in US Central Time.\n\nReview the document to identify all tasks, both explicit and implied.\n\nBreak down processes into granular steps, aiming for 20–30 tasks.\n\nAssign each task a title, detailed description, and calculated due date.\n\nFormat the output for clean ClickUp import.\n\nFinal Notes\nDefault task duration is 2 days unless stated otherwise.\n\nIf a due date falls on a weekend, move it to the next weekday.\n\nFocus on sequential, actionable items such as tool setup, access requests, documentation, meetings, integrations, QA, testing, and more.\n\nEach task should stand as an independent, actionable step in the onboarding flow."
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        "message": "=Hi {{ $('On form submission1').item.json.Name }} ,\n\nWelcome aboard! We’re really excited to work with you and your team on growing your business with AI-powered systems.\n\nYour project workspace is ready to go, and we’ve already started mapping out the first steps.\n\nYou should be recieving invites to the following:\n\nSlack – Our main communication hub\n\nClickUp – For tracking project tasks and progress\n\nGoogle Drive – For sharing and accessing all related assets\n\nNext Steps\nUpload any relevant documentation here:\n[Google Drive Folder](https://drive.google.com/drive/u/0/folders/{{ $('Create Main Client Folder').item.json.id }})\n\nSchedule your onboarding call:\nhttps://go.oncehub.com/AgentStackClientOnboarding\n\nSit tight—we’ll review your uploads before the call and come prepared with next-step recommendations.\n\nIf you need anything or have questions in the meantime, feel free to reach out anytime.\n\nLooking forward to what we’ll build together.\n\nBest,\n(Your Name)\nFounder, (Your Comapny) \n(Your Website)",
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        "content": " \n\n## 🔧 Configuration Notes\n\n**Before running this workflow**:\n\n1. **Google Drive**:\n\n   * Configure OAuth2 credentials\n   * Confirm the account can create folders\n\n2. **ClickUp**:\n\n   * Retrieve API token from ClickUp settings\n   * Replace `templateId` with your actual template ID\n   * Check that workspace permissions are set correctly\n\n3. **Slack**:\n\n   * Set up a Slack app with bot permissions\n   * Include OAuth scopes: `channels:write`, `chat:write`, `users:read.email`\n\n4. **Email (SMTP)**:\n\n   * Set up SMTP credentials for internal notifications\n   * Specify the recipient email address\n\n---\n "
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        "content": " \n##  AI Client Onboarding Workflow\n\n**Purpose**: Streamline and fully automate the onboarding process for new **AI automation** clients\n\n**Triggered by**: **n8n** form submission\n\n**Actions performed**:\n\n1. ✅ **Create and configure** a Google Drive folder\n2. ✅ **Generate** a **ClickUp** project from a template\n3. ✅ **Set up** a dedicated **Slack** channel\n4. ✅ **Send** confirmation notifications\n\n**Required Jotform fields**:\n\n* **client\\_name**\n* **client\\_email**\n* **project\\_name**\n* **client\\_company**\n* **scoping\\_document**\n\n**Note**: Ensure credentials for **Google Drive**, **ClickUp**, and **Slack** are updated before running this workflow.\n\nSuggested triggers include payment received, contract signed, or a change in CRM opportunity status.\n\n  "
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