オンボーディング
上級
これはSupport, AI分野の自動化ワークフローで、20個のノードを含みます。主にSet, Gmail, Start, ErrorTrigger, ChainLlmなどのノードを使用、AI技術を活用したスマート自動化を実現。 AIカスタマーオンボーディングエージェント：自動ウェルカムメールジェネレーター
前提条件
- •Googleアカウント + Gmail API認証情報
- •Google Sheets API認証情報
- •Google Gemini API Key
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"id": "7R0XDRrkPclEYLJS",
"meta": {
"instanceId": "57c71fe69aec521b7d0bd3751d2e0aaa08f8884418e122571610a23c9eb8a65c"
},
"name": "Onboarding",
"tags": [],
"nodes": [
{
"id": "d29dd2a4-bcf0-4a85-ace6-930f8f100bb6",
"name": "付箋",
"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"
},
"typeVersion": 1
},
{
"id": "66045c99-118c-4302-807e-c4279d1a47a2",
"name": "開始",
"type": "n8n-nodes-base.start",
"position": [
-80,
20
],
"parameters": {},
"typeVersion": 1
},
{
"id": "3cc38fca-c0c9-4c9f-90f1-a9d0ece9522c",
"name": "エラーハンドラー",
"type": "n8n-nodes-base.errorTrigger",
"position": [
1180,
340
],
"parameters": {},
"typeVersion": 1
},
{
"id": "7b745afe-49a5-4cd6-aa03-a0dae214e908",
"name": "実行完了",
"type": "n8n-nodes-base.noOp",
"position": [
1180,
20
],
"parameters": {},
"typeVersion": 1
},
{
"id": "0ea5c7e9-78b8-446a-bae1-802a5ecab399",
"name": "実行失敗",
"type": "n8n-nodes-base.noOp",
"position": [
1380,
340
],
"parameters": {},
"typeVersion": 1
},
{
"id": "e79e67c4-9de6-4287-86b9-e2cd6b884f52",
"name": "クライアントチェックリスト",
"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 チャットモデル",
"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": "付箋1",
"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": "付箋2",
"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": "付箋3",
"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": "付箋4",
"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": "付箋5",
"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": "付箋6",
"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": "付箋7",
"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": "付箋8",
"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": "付箋9",
"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": "新規クライアントフォーム送信時にトリガー",
"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": "クライアントデータの抽出と構造化",
"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": "Geminiを使用したパーソナライズ",
"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": "クライアントへのメール送信",
"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": {
"3cc38fca-c0c9-4c9f-90f1-a9d0ece9522c": {
"main": [
[
{
"node": "0ea5c7e9-78b8-446a-bae1-802a5ecab399",
"type": "main",
"index": 0
}
]
]
},
"e79e67c4-9de6-4287-86b9-e2cd6b884f52": {
"main": [
[
{
"node": "93822f2f-1013-4231-9602-3337fee939c8",
"type": "main",
"index": 0
}
]
]
},
"daa90481-fb59-47ff-9aa1-14e33a42d459": {
"ai_languageModel": [
[
{
"node": "93822f2f-1013-4231-9602-3337fee939c8",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"93822f2f-1013-4231-9602-3337fee939c8": {
"main": [
[
{
"node": "03c3ee91-0d15-44a3-8426-7d9181a9876f",
"type": "main",
"index": 0
},
{
"node": "7b745afe-49a5-4cd6-aa03-a0dae214e908",
"type": "main",
"index": 0
}
]
]
},
"c74110eb-1e8e-4836-93a7-76e8bc0a82f2": {
"main": [
[
{
"node": "e79e67c4-9de6-4287-86b9-e2cd6b884f52",
"type": "main",
"index": 0
}
]
]
},
"d4d0d056-f14e-4ba0-9800-680854b25a3a": {
"main": [
[
{
"node": "c74110eb-1e8e-4836-93a7-76e8bc0a82f2",
"type": "main",
"index": 0
}
]
]
}
}
}よくある質問
このワークフローの使い方は？
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか？
上級 - サポート, 人工知能
有料ですか？
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス（OpenAI APIなど）は別途料金が発生する場合があります。
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ワークフロー情報
難易度
上級
ノード数20
カテゴリー2
ノードタイプ9
作成者
Yaron Been
@yaron-nofluffBuilding AI Agents and Automations | Growth Marketer | Entrepreneur | Book Author & Podcast Host
外部リンク
n8n.ioで表示 →
このワークフローを共有