市場調査 + AI を活用したマーケティングアジェンシーの顧客入手業務の自動化:Typeform から GDrive まで
上級
これはMultimodal AI分野の自動化ワークフローで、45個のノードを含みます。主にIf, Gmail, Slack, GoogleDocs, GoogleDriveなどのノードを使用。 マーケティングアジェンシーの顧客紹介:TypeformからGDrive+OpenAIリサーチへ自動化
前提条件
- •Googleアカウント + Gmail API認証情報
- •Slack Bot Token または Webhook URL
- •Google Drive API認証情報
- •OpenAI API Key
カテゴリー
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
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"parameters": {
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"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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"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."
},
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},
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"id": "f1698b3b-988d-4614-9092-a38d47ddd79c",
"name": "付箋2",
"type": "n8n-nodes-base.stickyNote",
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],
"parameters": {
"content": "## Step 2: Create Folder Structure\nCreates main client folder and all necessary subfolders in Google Drive"
},
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},
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"name": "付箋3",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"content": "## Subfolder Creation\nCreates organized folder structure for all client assets"
},
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},
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"id": "e009f4d6-a610-491c-b6ab-07cb05de4b21",
"name": "付箋4",
"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": "付箋5",
"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": "付箋6",
"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
},
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"id": "27d8e8bc-b3b1-4906-ac08-f28c81d87eed",
"name": "付箋7",
"type": "n8n-nodes-base.stickyNote",
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],
"parameters": {
"content": "## Step 6: Approval Workflow\nSends research brief for team review with approval/revision process"
},
"typeVersion": 1
},
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"name": "付箋8",
"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"
},
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"name": "付箋9",
"type": "n8n-nodes-base.stickyNote",
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],
"parameters": {
"content": "## Revision Process\nIf not approved, collect feedback and generate revised version"
},
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}
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}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 - マルチモーダルAI
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45
カテゴリー1
ノードタイプ8
作成者
Chris Rudy
@chrisrudyDTC Marketing consultant with over 6 years of experience and over $25m in ad spend managed
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