{ "workflow": { "id": 8753, "name": "Customer onboarding help requests (Typeform to Gmail & Sheets)", "views": 214, "recentViews": 0, "totalViews": 214, "createdAt": "2025-09-19T11:12:34.703Z", "description": "## Description\nAutomatically capture customer onboarding help requests from Typeform, log them in Google Sheets, validate email addresses, and send a professional HTML welcome email via Gmail. Ensures smooth onboarding communication with audit-ready tracking and error handling. πŸ“πŸ“§\n\n## What This Template Does\n- Monitors Typeform submissions for new onboarding help requests. πŸ“₯\n- Logs all responses into Google Sheets with structured fields. πŸ“Š\n- Validates email addresses to prevent errors. βœ…\n- Generates professional HTML welcome emails with company branding. 🎨\n- Sends onboarding emails directly via Gmail. πŸ“§\n- Handles missing or invalid emails with error logging. ⚠️\n\n## Key Benefits\n- Streamlines customer onboarding request handling. ⏱️\n- Creates a centralized log for analytics and audits. 🧾\n- Improves customer experience with branded email communication. πŸ’‘\n- Reduces manual effort in follow-up and data entry. πŸ”„\n- Ensures reliable handling of incomplete or invalid submissions. πŸ›‘οΈ\n\n## Features\n- Typeform trigger for new form submissions. πŸ“\n- Automatic Google Sheets logging of customer details. πŸ“ˆ\n- Conditional email validation before sending. πŸ”\n- Dynamic HTML email generation with customer details. 🎨\n- Automated Gmail delivery of welcome emails. πŸ“§\n- Error handling node for missing/invalid email submissions. 🚨\n\n## Requirements\n- n8n instance (cloud or self-hosted).\n- Typeform API credentials with webhook permissions.\n- Google Sheets OAuth2 credentials with spreadsheet write access.\n- Gmail OAuth2 credentials with send email permissions.\n- Pre-configured Google Sheet for onboarding request tracking.\n\n## Target Audience\n- Customer success and onboarding teams. πŸ‘©β€πŸ’»\n- SaaS startups managing onboarding inquiries. πŸš€\n- Support teams handling product/service onboarding. πŸ› οΈ\n- SMBs looking for efficient onboarding automation. 🏒\n- Remote teams needing structured onboarding workflows. 🌐\n\n### Step-by-Step Setup Instructions\n- Connect Typeform, Google Sheets, and Gmail credentials in n8n. πŸ”‘\n- Insert your Typeform form ID in the trigger node. πŸ“\n- Replace the Google Sheet ID with your tracking sheet. πŸ“Š\n- Map form fields to spreadsheet columns (ensure headers match). πŸ”—\n- Customize email HTML template with branding and company info. 🎨\n- Update sender email in the Gmail node. πŸ“§\n- Test the workflow with a sample form submission. βœ…\n", "workflow": { "id": "dXMSOO4Jr8OLjozm", "meta": { "instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177", "templateCredsSetupCompleted": true }, "name": "Customer Onboarding Help Requests (Typeform to Gmail & Sheets)", "tags": [], "nodes": [ { "id": "9fa1fad1-085e-4a81-b561-1b9bcf13156b", "name": "Typeform Trigger", "type": "n8n-nodes-base.typeformTrigger", "position": [ -576, 576 ], "webhookId": "typeform-webhook", "parameters": { "formId": "cXaYXrBp" }, "credentials": { "typeformApi": { "id": "credential-id", "name": "typeformApi Credential" } }, "typeVersion": 1 }, { "id": "1a77e0ab-86e6-4ef8-8e72-fad93fc4827c", "name": "Log to Google Sheets", "type": "n8n-nodes-base.googleSheets", "position": [ -352, 576 ], "parameters": { "columns": { "value": { "Urgency": "={{ $json[\"How urgent is this request?\"] }}", "Full Name": "={{ $json[\"What's your full name?\"] }}", "Company/Team": "={{ $json[\"Which company or team are you from?\"] }}", "Email Address": "={{ $json[\"What's your email address?\"] }}", "Issue Details": "={{ $json[\"Please describe the issue or help you need in detail.\"] }}", "Product/Service": "={{ $json[\"Which product/service are you getting onboarded to?\"] }}", "Onboarding Support Needed": "={{ $json[\"What type of onboarding support do you need?\"] }}" }, "schema": [ { "id": "Full Name", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Full Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Email Address", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Email Address", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company/Team", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Company/Team", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Product/Service", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Product/Service", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Onboarding Support Needed", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Onboarding Support Needed", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Issue Details", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Issue Details", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Urgency", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Urgency", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "autoMapInputData", "matchingColumns": [ "id" ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "append", "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1ZOwioaHTLWKltq6UbxzZh02UEBKfypdv_GOhcPu4fHg/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1ZOwioaHTLWKltq6UbxzZh02UEBKfypdv_GOhcPu4fHg", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1ZOwioaHTLWKltq6UbxzZh02UEBKfypdv_GOhcPu4fHg/edit?usp=drivesdk", "cachedResultName": "onboarding requests" } }, "credentials": { "googleSheetsOAuth2Api": { "id": "credential-id", "name": "googleSheetsOAuth2Api Credential" } }, "typeVersion": 4 }, { "id": "cd2d4992-4229-4081-8ab3-e757e4e3d896", "name": "Check Email Exists", "type": "n8n-nodes-base.if", "position": [ -128, 576 ], "parameters": { "options": {}, "conditions": { "options": { "version": 1, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "or", "conditions": [ { "id": "email-check", "operator": { "type": "string", "operation": "isNotEmpty" }, "leftValue": "={{ $json.email }}", "rightValue": "" }, { "id": "2c03e600-6592-4611-ba67-d68e7e610290", "operator": { "type": "string", "operation": "exists", "singleValue": true }, "leftValue": "={{ $json.Email }}", "rightValue": "" } ] } }, "typeVersion": 2 }, { "id": "acb6dc41-37e1-4b4d-b850-a3b34ec43359", "name": "Send Welcome Email", "type": "n8n-nodes-base.gmail", "position": [ 432, 480 ], "webhookId": "f5b7a5e6-aa6a-46db-8115-a62f0784bb41", "parameters": { "sendTo": "={{ $json.email }}", "message": "={{ $json.html }}", "options": {}, "subject": "Welcome to [Your Company]! Here are your onboarding resources" }, "credentials": { "gmailOAuth2": { "id": "credential-id", "name": "gmailOAuth2 Credential" } }, "typeVersion": 2 }, { "id": "0631a301-2647-4ff4-af72-4cea1b6d4a58", "name": "Generate Professional Email HTML", "type": "n8n-nodes-base.code", "position": [ 96, 480 ], "parameters": { "jsCode": "// Generate professional email HTML format\nlet htmlOutput = '';\n\nfor (const item of $input.all()) {\n // Professional email template\n htmlOutput += `\n\n\n\n \n \n\n\n
\n
\n

New Customer Inquiry

\n
\n \n
\n
\n Dear Team,\n
\n \n

We have received a new customer inquiry through our contact form. Please find the details below and ensure appropriate follow-up action is taken.

\n \n
\n
Customer Details
`;\n \n // Loop through each key-value pair in the JSON object\n for (const [key, value] of Object.entries(item.json)) {\n htmlOutput += `\n
\n
${key}:
\n
${value}
\n
`;\n }\n \n htmlOutput += `\n
\n \n

Next Steps:

\n \n \n
\n

Best regards,
\n Customer Service Team
\n Email: user@example.com
\n Phone: +1234567890

\n
\n
\n \n
\n

This is an automated notification. Please do not reply to this email.

\n

© 2024 Your Company Name. All rights reserved.

\n
\n
\n\n`;\n}\n\n// Return the professional email HTML\nreturn [{ \n json: {\n html: htmlOutput,\n htmlContent: htmlOutput,\n itemCount: $input.all().length,\n emailSubject: \"New Customer Inquiry - Action Required\"\n }\n}];" }, "typeVersion": 2 }, { "id": "6a89013b-35e3-440b-aad2-14b6c9d693ad", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ -848, 320 ], "parameters": { "height": 256, "content": "🎯 **STEP 1: Form Capture**\n\nTriggers when someone submits your Typeform with onboarding help request.\n\n**Setup:**\n- Add your Typeform ID\n- Connect Typeform credentials\n- Webhook automatically configured" }, "typeVersion": 1 }, { "id": "cbed5a83-dbff-4c41-ad1b-ec06102acb76", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ -400, 336 ], "parameters": { "height": 224, "content": "πŸ“Š **STEP 2: Data Logging**\n\nAppends all form data to Google Sheets for tracking and analytics.\n\n**Setup:**\n- Replace with your Sheet ID\n- Map form fields to columns\n- Ensure headers match" }, "typeVersion": 1 }, { "id": "5c451fdb-d1c9-4315-bc77-4aa4bcbba11c", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ -192, 608 ], "parameters": { "height": 256, "content": "βœ… **STEP 3: Email Validation**\n\nChecks if valid email exists before sending welcome message.\n\n**Logic:**\n- TRUE: Proceed to email generation\n- FALSE: Log error and skip email" }, "typeVersion": 1 }, { "id": "a89bd006-d4a5-4980-bef9-a34e5a9b2ab9", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ 32, 176 ], "parameters": { "height": 296, "content": "🎨 **STEP 4: Email Template**\n\nGenerates professional HTML email with:\n- Company branding\n- Customer details\n- Next steps\n- Contact information\n\n**Customize:**\n- Colors and styling\n- Company information\n- Action items" }, "typeVersion": 1 }, { "id": "905fb062-da89-4c8c-9ffc-9ccc8b3a323d", "name": "Sticky Note5", "type": "n8n-nodes-base.stickyNote", "position": [ 480, 208 ], "parameters": { "height": 240, "content": "πŸ“§ **STEP 5: Send Email**\n\nDelivers welcome email using Gmail.\n\n**Important:**\n- Update sender email address\n- Test with internal emails first\n- Monitor delivery rates" }, "typeVersion": 1 }, { "id": "22f3915e-ceff-4489-9c43-8b6e814e6155", "name": "Sticky Note6", "type": "n8n-nodes-base.stickyNote", "position": [ -288, 976 ], "parameters": { "height": 252, "content": "⚠️ **Error Handler**\n\nLogs submissions without valid email addresses for manual follow-up.\n\n**Use case:**\n- Incomplete form submissions\n- Invalid email formats\n- Manual review needed" }, "typeVersion": 1 }, { "id": "fe9be2b3-c57f-4fec-a525-5f067f72b0ca", "name": "Append or update row in sheet", "type": "n8n-nodes-base.googleSheets", "position": [ 832, 672 ], "parameters": { "columns": { "value": {}, "schema": [ { "id": "Task ID", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Task ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Task Name", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Task Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Description", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Description", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Status", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Status", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Status Color", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Status Color", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Priority", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Priority", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Date Created", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Date Created", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Date Updated", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Date Updated", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Date Closed", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Date Closed", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Date Done", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Date Done", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Due Date", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Due Date", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Start Date", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Start Date", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Creator", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Creator", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Creator Email", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Creator Email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Assignees", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Assignees", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Watchers", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Watchers", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "List Name", "type": "string", "display": true, "removed": false, "required": false, "displayName": "List Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "List ID", "type": "string", "display": true, "removed": false, "required": false, "displayName": "List ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Project Name", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Project Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Project ID", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Project ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Folder Name", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Folder Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Space ID", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Space ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Team ID", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Team ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Points", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Points", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Time Estimate (Hours)", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Time Estimate (Hours)", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Time Spent (Hours)", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Time Spent (Hours)", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Order Index", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Order Index", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Archived", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Archived", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Tags", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Tags", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Custom Fields", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Custom Fields", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Has Dependencies", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Has Dependencies", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Has Linked Tasks", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Has Linked Tasks", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Has Checklists", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Has Checklists", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Task URL", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Task URL", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Public Sharing", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Public Sharing", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Permission Level", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Permission Level", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Data Processed At", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Data Processed At", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Processing Status", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Processing Status", "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/1_aMeJ3avtD48dLkQxmgTtjDgbvhWp8a5v5wzgzIDd3o/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1_aMeJ3avtD48dLkQxmgTtjDgbvhWp8a5v5wzgzIDd3o", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1_aMeJ3avtD48dLkQxmgTtjDgbvhWp8a5v5wzgzIDd3o/edit?usp=drivesdk", "cachedResultName": "TypeForm Form Data" } }, "credentials": { "googleSheetsOAuth2Api": { "id": "credential-id", "name": "googleSheetsOAuth2Api Credential" } }, "typeVersion": 4.6 }, { "id": "d7875033-c362-4d0e-9fb2-9c62d866dabe", "name": "Azure OpenAI Chat Model1", "type": "@n8n/n8n-nodes-langchain.lmChatAzureOpenAi", "position": [ 256, 1120 ], "parameters": { "model": "gpt-4o", "options": {} }, "credentials": { "azureOpenAiApi": { "id": "credential-id", "name": "azureOpenAiApi Credential" } }, "typeVersion": 1 }, { "id": "4868a1af-06d1-4fe0-aa3f-9f1dca28163b", "name": "Simple Memory1", "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow", "position": [ 400, 1136 ], "parameters": { "sessionKey": "\"json_review\"", "sessionIdType": "customKey", "contextWindowLength": 7 }, "typeVersion": 1.3 }, { "id": "031c5052-83c7-43ee-87d8-e9be9b23fd11", "name": "AI Agent", "type": "@n8n/n8n-nodes-langchain.agent", "position": [ 288, 896 ], "parameters": { "text": "={{ $json[\"First name\"] }}{{ $json[\"Last name\"] }}{{ $json[\"Phone number\"] }}{{ $json.Email }}{{ $json.Company }}{{ $json[\"Which tutorial did you complete?\"] }}{{ $json[\"How would you rate the clarity of the tutorial content?\"] }}{{ $json[\"How helpful was the tutorial in improving your development skills?\"] }}{{ $json[\"What topics would you like to see covered in future tutorials?\"] }}{{ $json[\"Did you encounter any issues or difficulties while following the tutorial?\"] }}{{ $json[\"If yes, please describe the issues or difficulties you faced.\"] }}{{ $json[\"Any additional comments or suggestions to improve our tutorials?\"] }}{{ $json[\"Would you recommend these tutorials to other developers?\"] }}", "options": { "systemMessage": "=You are an AI assistant that processes raw form submissions from surveys or onboarding forms. \nYour job is to read all the answers and generate a structured, professional summary. \n\nRules:\n- Always produce output as clean JSON (no free text).\n- Keep \"summary\" concise (2–3 sentences).\n- In \"insights\", list key observations or potential issues as bullet points (max 5).\n- In \"callToAction\", give one short, actionable recommendation for the internal team.\n- If answers are irrelevant, empty, or missing, clearly state \"Not provided\" instead of skipping.\n- Do not repeat raw text verbatim; rephrase into professional insights.\n" }, "promptType": "define", "hasOutputParser": true }, "typeVersion": 2.1 }, { "id": "0d20f7f1-6c5a-4608-a22b-4c24800e5af4", "name": "Structured Output Parser", "type": "@n8n/n8n-nodes-langchain.outputParserStructured", "position": [ 512, 1152 ], "parameters": { "jsonSchemaExample": "{\n \"output\": {\n \"summary\": \"…\",\n \"insights\": [ \"…\", \"…\" ],\n \"callToAction\": \"…\"\n }\n}\n" }, "typeVersion": 1.3 }, { "id": "46b1e8b2-4f27-4f90-bc3f-f04b9023d416", "name": "Send a message", "type": "n8n-nodes-base.slack", "position": [ 640, 896 ], "webhookId": "16544571-1b96-4e02-80fb-eccd5d588aa8", "parameters": { "text": "=Summary: {{ $json.output.summary }} \n\nInsight: {{ $json.output.insights }} \n\nAction: {{ $json.output.callToAction }}", "select": "channel", "channelId": { "__rl": true, "mode": "list", "value": "C09H21LK9BJ", "cachedResultName": "reply-needed" }, "otherOptions": {} }, "credentials": { "slackApi": { "id": "credential-id", "name": "slackApi Credential" } }, "typeVersion": 2.3 }, { "id": "8ff6854e-2aa2-4ee4-92f1-6d2062e8430a", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ 240, 640 ], "parameters": { "height": 240, "content": "πŸ“Œ **Create ClickUp Task**\n\nAutomatically creates a task in ClickUp for every valid submission.\n\n**Setup:**\n- Task name = tutorial completed\n- Assignee = customer name (or adjust to team member)\n" }, "typeVersion": 1 }, { "id": "b2ceca60-90b7-4fd3-b813-e517c21b80e9", "name": "Sticky Note7", "type": "n8n-nodes-base.stickyNote", "position": [ 960, 656 ], "parameters": { "height": 240, "content": "πŸ“Š **Save Task Data**\n\nAppends or updates ClickUp task details into a second Google Sheet.\n\n**Purpose:**\n- Maintain enriched task dataset\n- Easy reporting on support/onboarding requests\n" }, "typeVersion": 1 }, { "id": "3428b6c8-7cdd-4cb5-80b9-4d2cdcdcb8f7", "name": "Sticky Note8", "type": "n8n-nodes-base.stickyNote", "position": [ 304, 928 ], "parameters": { "height": 272, "content": "πŸ€– **AI Summarizer**\n\nReads full form submission and produces a clean structured JSON with:\n- Summary (2–3 sentences)\n- Insights (bullet points)\n- Call To Action (one next step)\n\nEnsures raw text is turned into actionable insights.\n" }, "typeVersion": 1 }, { "id": "8b837ce3-bad7-4746-853e-bf4e8a3da588", "name": "Sticky Note9", "type": "n8n-nodes-base.stickyNote", "position": [ 544, 624 ], "parameters": { "height": 256, "content": "πŸ› οΈ **Format ClickUp Data**\n\nCleans and structures task data from ClickUp before logging it into Google Sheets.\n\n**Includes:**\n- Dates (created, due, closed)\n- Assignees, watchers, tags\n- Priority, status, custom fields\n- Task URL and metadata\n" }, "typeVersion": 1 }, { "id": "52bd38b8-6b2a-453c-8c37-b0b2dc8c3119", "name": "Sticky Note10", "type": "n8n-nodes-base.stickyNote", "position": [ -32, 1248 ], "parameters": { "height": 224, "content": "🧠 **Language Model**\n\nPowers the AI Agent by providing GPT-4o capabilities from Azure OpenAI.\n\n**Setup:**\n- Connected with your Azure credentials\n- Model: gpt-4o\n" }, "typeVersion": 1 }, { "id": "33dedf53-430f-477c-8baa-fbe014630da2", "name": "Sticky Note11", "type": "n8n-nodes-base.stickyNote", "position": [ 288, 1296 ], "parameters": { "height": 224, "content": "πŸ—‚οΈ **Conversation Memory**\n\nProvides short-term memory to the AI Agent for context handling.\n\n**Config:**\n- Keeps last 7 turns\n- Session key = json_review\n" }, "typeVersion": 1 }, { "id": "34eafdd1-7527-46ab-8ac3-4992887b92d8", "name": "Sticky Note12", "type": "n8n-nodes-base.stickyNote", "position": [ 576, 1248 ], "parameters": { "height": 224, "content": "πŸ“¦ **Structured Parser**\n\nValidates and enforces AI output into the required JSON format.\n\n**Schema:**\n- summary: string\n- insights: array of strings\n- callToAction: string\n" }, "typeVersion": 1 }, { "id": "f43e42ee-3424-4745-a405-edbf37bedcc6", "name": "Sticky Note13", "type": "n8n-nodes-base.stickyNote", "position": [ 768, 976 ], "parameters": { "height": 224, "content": "πŸ’¬ **Slack Notification**\n\nPosts AI-generated summary, insights, and action items to a Slack channel.\n\n**Setup:**\n- Channel: reply-needed\n- Format: summary + insights + call to action\n" }, "typeVersion": 1 }, { "id": "351fd454-e8eb-450c-b6fe-f0ab1fa68962", "name": "Format Customer Data for Sheets", "type": "n8n-nodes-base.code", "position": [ 560, 656 ], "parameters": { "jsCode": "// ClickUp Data Formatter for Google Sheets\n// This code formats ClickUp task data into a structured format for spreadsheet logging\n\nconst inputData = $input.all();\nconst formattedData = [];\n\nfor (const item of inputData) {\n const taskData = item.json;\n \n // Format dates for better readability\n const formatDate = (timestamp) => {\n if (!timestamp) return '';\n return new Date(parseInt(timestamp)).toLocaleString('en-US', {\n year: 'numeric',\n month: '2-digit',\n day: '2-digit',\n hour: '2-digit',\n minute: '2-digit',\n timeZone: 'UTC'\n });\n };\n \n // Extract assignee names\n const getAssignees = (assignees) => {\n if (!assignees || assignees.length === 0) return 'Unassigned';\n return assignees.map(assignee => assignee.username).join(', ');\n };\n \n // Extract watcher names\n const getWatchers = (watchers) => {\n if (!watchers || watchers.length === 0) return '';\n return watchers.map(watcher => watcher.username).join(', ');\n };\n \n // Extract tags\n const getTags = (tags) => {\n if (!tags || tags.length === 0) return '';\n return tags.map(tag => tag.name).join(', ');\n };\n \n // Extract custom fields\n const getCustomFields = (customFields) => {\n if (!customFields || customFields.length === 0) return '';\n return customFields.map(field => `${field.name}: ${field.value}`).join(' | ');\n };\n \n // Format priority\n const getPriority = (priority) => {\n if (!priority) return 'None';\n return priority.priority || 'None';\n };\n \n // Calculate time estimates and spent in hours\n const formatTime = (timeInMs) => {\n if (!timeInMs || timeInMs === 0) return '0';\n return (timeInMs / (1000 * 60 * 60)).toFixed(2); // Convert to hours\n };\n \n // Format the data for Google Sheets\n const formattedItem = {\n // Basic Task Information\n 'Task ID': taskData.id || '',\n 'Task Name': taskData.name || '',\n 'Description': taskData.description || taskData.text_content || '',\n 'Status': taskData.status?.status || '',\n 'Status Color': taskData.status?.color || '',\n 'Priority': getPriority(taskData.priority),\n \n // Dates\n 'Date Created': formatDate(taskData.date_created),\n 'Date Updated': formatDate(taskData.date_updated),\n 'Date Closed': formatDate(taskData.date_closed),\n 'Date Done': formatDate(taskData.date_done),\n 'Due Date': formatDate(taskData.due_date),\n 'Start Date': formatDate(taskData.start_date),\n \n // People\n 'Creator': taskData.creator?.username || '',\n 'Creator Email': taskData.creator?.email || '',\n 'Assignees': getAssignees(taskData.assignees),\n 'Watchers': getWatchers(taskData.watchers),\n \n // Organization\n 'List Name': taskData.list?.name || '',\n 'List ID': taskData.list?.id || '',\n 'Project Name': taskData.project?.name || '',\n 'Project ID': taskData.project?.id || '',\n 'Folder Name': taskData.folder?.name || '',\n 'Space ID': taskData.space?.id || '',\n 'Team ID': taskData.team_id || '',\n \n // Task Details\n 'Points': taskData.points || 0,\n 'Time Estimate (Hours)': formatTime(taskData.time_estimate),\n 'Time Spent (Hours)': formatTime(taskData.time_spent),\n 'Order Index': taskData.orderindex || '',\n 'Archived': taskData.archived ? 'Yes' : 'No',\n \n // Additional Information\n 'Tags': getTags(taskData.tags),\n 'Custom Fields': getCustomFields(taskData.custom_fields),\n 'Has Dependencies': taskData.dependencies && taskData.dependencies.length > 0 ? 'Yes' : 'No',\n 'Has Linked Tasks': taskData.linked_tasks && taskData.linked_tasks.length > 0 ? 'Yes' : 'No',\n 'Has Checklists': taskData.checklists && taskData.checklists.length > 0 ? 'Yes' : 'No',\n \n // URLs and Sharing\n 'Task URL': taskData.url || '',\n 'Public Sharing': taskData.sharing?.public ? 'Yes' : 'No',\n 'Permission Level': taskData.permission_level || '',\n \n // Metadata\n 'Data Processed At': new Date().toISOString(),\n 'Processing Status': 'Success'\n };\n \n formattedData.push({\n json: formattedItem,\n pairedItem: item.pairedItem\n });\n}\n\n// Return the formatted data\nreturn formattedData;" }, "typeVersion": 2 }, { "id": "ad96b89c-c380-44d6-a0ad-6a4504e79b35", "name": "Create ClickUp Onboarding Task", "type": "n8n-nodes-base.clickUp", "position": [ 320, 656 ], "parameters": { "list": "901411336526", "name": "={{ $('Log to Google Sheets').item.json[\"Which tutorial did you complete?\"] }}", "team": "9014871666", "space": "90143681766", "folderless": true, "additionalFields": { "assignees": "={{ $('Log to Google Sheets').item.json[\"First name\"] }}" } }, "credentials": { "clickUpApi": { "id": "credential-id", "name": "clickUpApi Credential" } }, "typeVersion": 1 }, { "id": "3f90bc74-ed0d-42f7-9761-644ee7cf7185", "name": "Handle Missing Email and log error", "type": "n8n-nodes-base.function", "position": [ -96, 816 ], "parameters": {}, "typeVersion": 1 } ], "active": false, "pinData": {}, "settings": { "executionOrder": "v1" }, "versionId": "3e2c977e-4bfb-48da-bc5b-6248e2d719e4", "connections": { "AI Agent": { "main": [ [ { "node": "Send a message", "type": "main", "index": 0 } ] ] }, "Simple Memory1": { "ai_memory": [ [ { "node": "AI Agent", "type": "ai_memory", "index": 0 } ] ] }, "Typeform Trigger": { "main": [ [ { "node": "Log to Google Sheets", "type": "main", "index": 0 } ] ] }, "Check Email Exists": { "main": [ [ { "node": "Generate Professional Email HTML", "type": "main", "index": 0 }, { "node": "Create ClickUp Onboarding Task", "type": "main", "index": 0 }, { "node": "AI Agent", "type": "main", "index": 0 } ], [ { "node": "Handle Missing Email and log error", "type": "main", "index": 0 } ] ] }, "Log to Google Sheets": { "main": [ [ { "node": "Check Email Exists", "type": "main", "index": 0 } ] ] }, "Azure OpenAI Chat Model1": { "ai_languageModel": [ [ { "node": "AI Agent", "type": "ai_languageModel", "index": 0 } ] ] }, "Structured Output Parser": { "ai_outputParser": [ [ { "node": "AI Agent", "type": "ai_outputParser", "index": 0 } ] ] }, "Create ClickUp Onboarding Task": { "main": [ [ { "node": "Format Customer Data for Sheets", "type": "main", "index": 0 } ] ] }, "Format Customer Data for Sheets": { "main": [ [ { "node": "Append or update row in sheet", "type": "main", "index": 0 } ] ] }, "Generate Professional Email HTML": { "main": [ [ { "node": "Send Welcome Email", "type": "main", "index": 0 } ] ] } } }, "lastUpdatedBy": 1, "workflowInfo": { "nodeCount": 28, "nodeTypes": { "n8n-nodes-base.if": { "count": 1 }, "n8n-nodes-base.code": { "count": 2 }, "n8n-nodes-base.gmail": { "count": 1 }, "n8n-nodes-base.slack": { "count": 1 }, "n8n-nodes-base.clickUp": { "count": 1 }, "n8n-nodes-base.function": { "count": 1 }, "n8n-nodes-base.stickyNote": { "count": 14 }, "n8n-nodes-base.googleSheets": { "count": 2 }, "@n8n/n8n-nodes-langchain.agent": { "count": 1 }, "n8n-nodes-base.typeformTrigger": { "count": 1 }, "@n8n/n8n-nodes-langchain.lmChatAzureOpenAi": { "count": 1 }, "@n8n/n8n-nodes-langchain.memoryBufferWindow": { "count": 1 }, "@n8n/n8n-nodes-langchain.outputParserStructured": { "count": 1 } } }, "status": "published", "user": { "name": "Rahul Joshi", "username": "rahul08", "bio": "Rahul Joshi is a seasoned technology leader specializing in the n8n automation tool and AI-driven workflow automation. With deep expertise in building open-source workflow automation and self-hosted automation platforms, he helps organizations eliminate manual processes through intelligent n8n ai agent automation solutions.\n\n", "verified": true, "links": [ "https://www.linkedin.com/in/callrahul/" ], "avatar": "https://gravatar.com/avatar/b6cf57822463143589b36ada06fbf6cb1509223a740fae3160b28f1ce41ccc12?r=pg&d=retro&size=200" }, "nodes": [ { "id": 14, "icon": "fa:code", "name": "n8n-nodes-base.function", "codex": { "data": { "alias": [ "Code", "Javascript", "Custom Code", "Script", "cpde" ], "details": "The Function node allows you to execute JavaScript in your workflow. Unlike the Function Item node, this node does not operate on incoming node data per-item. Instead, you must iterate over multiple items of incoming data yourself. This can be useful if you're performing data transformation where you want to manipulate the number of items being outputted by the node (i.e. 1 item is inputted in with nested object, 10 items are outputted without any nested objects)", "resources": { "generic": [ { "url": "https://n8n.io/blog/2021-goals-level-up-your-vocabulary-with-vonage-and-n8n/", "icon": "🎯", "label": "2021 Goals: Level Up Your Vocabulary With Vonage and n8n" }, { "url": "https://n8n.io/blog/learn-to-automate-your-factorys-incident-reporting-a-step-by-step-guide/", "icon": "🏭", "label": "Learn to Automate Your Factory's Incident Reporting: A Step by Step Guide" }, { "url": "https://n8n.io/blog/2021-the-year-to-automate-the-new-you-with-n8n/", "icon": "β˜€οΈ", "label": "2021: The Year to Automate the New You with n8n" }, { "url": "https://n8n.io/blog/why-business-process-automation-with-n8n-can-change-your-daily-life/", "icon": "🧬", "label": "Why business process automation with n8n can change your daily life" }, { "url": "https://n8n.io/blog/why-i-chose-n8n-over-zapier-in-2020/", "icon": "😍", "label": "Why I chose n8n over Zapier in 2020" }, { "url": "https://n8n.io/blog/how-to-host-virtual-coffee-breaks-with-n8n/", "icon": "β˜•οΈ", "label": "How to host virtual coffee breaks with n8n" }, { "url": "https://n8n.io/blog/automatically-pulling-and-visualizing-data-with-n8n/", "icon": "πŸ“ˆ", "label": "Automatically pulling and visualizing data with n8n" }, { "url": "https://n8n.io/blog/database-monitoring-and-alerting-with-n8n/", "icon": "πŸ“‘", "label": "Database Monitoring and Alerting with n8n" }, { "url": "https://n8n.io/blog/supercharging-your-conference-registration-process-with-n8n/", "icon": "🎫", "label": "Supercharging your conference registration process with n8n" }, { "url": "https://n8n.io/blog/creating-triggers-for-n8n-workflows-using-polling/", "icon": "⏲", "label": "Creating triggers for n8n workflows using polling" }, { "url": "https://n8n.io/blog/no-code-ecommerce-workflow-automations/", "icon": "store", "label": "6 e-commerce workflows to power up your Shopify s" }, { "url": "https://n8n.io/blog/how-to-build-a-low-code-self-hosted-url-shortener/", "icon": "πŸ”—", "label": "How to build a low-code, self-hosted URL shortener in 3 steps" }, { "url": "https://n8n.io/blog/build-your-own-virtual-assistant-with-n8n-a-step-by-step-guide/", "icon": "πŸ‘¦", "label": "Build your own virtual assistant with n8n: A step by step guide" }, { "url": "https://n8n.io/blog/how-uproc-scraped-a-multi-page-website-with-a-low-code-workflow/", "icon": " πŸ•ΈοΈ", "label": "How uProc scraped a multi-page website with a low-code workflow" }, { "url": "https://n8n.io/blog/how-to-automatically-give-kudos-to-contributors-with-github-slack-and-n8n/", "icon": "πŸ‘", "label": "How to automatically give kudos to contributors with GitHub, Slack, and n8n" }, { "url": "https://n8n.io/blog/5-workflow-automations-for-mattermost-that-we-love-at-n8n/", "icon": "πŸ€–", "label": "5 workflow automations for Mattermost that we love at n8n" }, { "url": "https://n8n.io/blog/tracking-time-spent-in-meetings-with-google-calendar-twilio-and-n8n/", "icon": "πŸ—“", "label": "Tracking Time Spent in Meetings With Google Calendar, Twilio, and n8n" }, { "url": "https://n8n.io/blog/creating-error-workflows-in-n8n/", "icon": "πŸŒͺ", "label": "Creating Error Workflows in n8n" }, { "url": "https://n8n.io/blog/sending-automated-congratulations-with-google-sheets-twilio-and-n8n/", "icon": "πŸ™Œ", "label": "Sending Automated Congratulations with Google Sheets, Twilio, and n8n " }, { "url": "https://n8n.io/blog/how-a-membership-development-manager-automates-his-work-and-investments/", "icon": "πŸ“ˆ", "label": "How a Membership Development Manager automates his work and investments" }, { "url": "https://n8n.io/blog/how-goomer-automated-their-operations-with-over-200-n8n-workflows/", "icon": "πŸ›΅", "label": "How Goomer automated their operations with over 200 n8n workflows" }, { "url": "https://n8n.io/blog/aws-workflow-automation/", "label": "7 no-code workflow automations for Amazon Web Services" } ], "primaryDocumentation": [ { "url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.code/" } ] }, "categories": [ "Development", "Core Nodes" ], "nodeVersion": "1.0", "codexVersion": "1.0", "subcategories": { "Core Nodes": [ "Data Transformation" ] } } }, "group": "[\"transform\"]", "defaults": { "name": "Function", "color": "#FF9922" }, "iconData": { "icon": "code", "type": "icon" }, "displayName": "Function", "typeVersion": 1, "nodeCategories": [ { "id": 5, "name": "Development" }, { "id": 9, "name": "Core Nodes" } ] }, { "id": 18, "icon": "file:googleSheets.svg", "name": "n8n-nodes-base.googleSheets", "codex": { "data": { "alias": [ "CSV", "Sheet", 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