Onboarding

Name: Onboarding
Rating: 4.5 (10 reviews)
Author: Yaron Been

Avancé

Ceci est unSupport, AIworkflow d'automatisation du domainecontenant 20 nœuds.Utilise principalement des nœuds comme Set, Gmail, Start, ErrorTrigger, ChainLlm, combinant la technologie d'intelligence artificielle pour une automatisation intelligente. AIclient入职agent：automatique欢迎e-mailgénérateur

Prérequis

•Compte Google et informations d'identification Gmail API
•Informations d'identification Google Sheets API
•Clé API Google Gemini

Nœuds utilisés (20)

Catégorie

Support

Intelligence Artificielle

Aperçu du workflow

Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement

Début

Gestionnaire d'erreurs

Exécution terminée

Échec de l'exécution

Checklist client

Modèle de chat Google Gemini

Déclencheur sur nouvelle soumission de formulaire client

Extraire et structurer les données client

Personnaliser avec Gemini

Envoyer un e-mail au client

React Flow

Exporter le workflow

Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow

{
  "id": "7R0XDRrkPclEYLJS",
  "meta": {
    "instanceId": "57c71fe69aec521b7d0bd3751d2e0aaa08f8884418e122571610a23c9eb8a65c"
  },
  "name": "Onboarding",
  "tags": [],
  "nodes": [
    {
      "id": "d29dd2a4-bcf0-4a85-ace6-930f8f100bb6",
      "name": "Note adhésive",
      "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": "Début",
      "type": "n8n-nodes-base.start",
      "position": [
        -80,
        20
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "3cc38fca-c0c9-4c9f-90f1-a9d0ece9522c",
      "name": "Gestionnaire d'erreurs",
      "type": "n8n-nodes-base.errorTrigger",
      "position": [
        1180,
        340
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "7b745afe-49a5-4cd6-aa03-a0dae214e908",
      "name": "Exécution terminée",
      "type": "n8n-nodes-base.noOp",
      "position": [
        1180,
        20
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "0ea5c7e9-78b8-446a-bae1-802a5ecab399",
      "name": "Échec de l'exécution",
      "type": "n8n-nodes-base.noOp",
      "position": [
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      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "e79e67c4-9de6-4287-86b9-e2cd6b884f52",
      "name": "Checklist client",
      "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": "Modèle de chat Google Gemini",
      "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": "Note adhésive1",
      "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": "Note adhésive2",
      "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": "Note adhésive3",
      "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": "Note adhésive4",
      "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": "Note adhésive5",
      "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": "Note adhésive6",
      "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": "Note adhésive7",
      "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": "Note adhésive8",
      "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": "Note adhésive9",
      "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": "Déclencheur sur nouvelle soumission de formulaire client",
      "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": "Extraire et structurer les données client",
      "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": "Personnaliser avec 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": "Envoyer un e-mail au client",
      "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",
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    "daa90481-fb59-47ff-9aa1-14e33a42d459": {
      "ai_languageModel": [
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            "type": "ai_languageModel",
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  }
}

Foire aux questions

Comment utiliser ce workflow ?

Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.

Dans quelles scénarios ce workflow est-il adapté ?

Avancé - Support, Intelligence Artificielle

Est-ce payant ?

Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.