{
  "workflow": {
    "id": 8930,
    "name": "Streamline client onboarding with PDF, Trello, Slack, Gmail & Airtable",
    "views": 220,
    "recentViews": 0,
    "totalViews": 220,
    "createdAt": "2025-09-25T15:25:38.924Z",
    "description": "# Automated Client Onboarding Workflow\n\nThis n8n workflow automates the **end-to-end client onboarding process**: capturing client details, validating emails, assigning tiers, generating welcome packs, creating tasks, notifying teams, archiving records, and sending weekly reports.\n\n---\n\n## Who’s It For\n- **B2B SaaS companies** onboarding new customers  \n- **Agencies** handling structured client setups  \n- **Sales & customer success teams** needing automation  \n- **Consulting firms** aiming for error-free onboarding  \n\n---\n\n## ⚙️ How It Works\n1. **Capture client details** through a Webhook (connected to forms).  \n2. **Validate client’s email** using Verifi Email.  \n3. **Log onboarding data** into Google Sheets.  \n4. **Assign tier logic** (Basic/Pro/Enterprise) via Function node.  \n5. **Create a Trello task card** with onboarding steps.  \n6. **Generate a personalized Welcome Pack PDF** with client details.  \n7. **Send Slack notification** to internal team with client details.  \n8. **Download and attach PDF**, then **send personalized welcome email** to the client.  \n9. **Archive structured onboarding data** in Airtable.  \n10. **Weekly scheduled report**:\n   - Collects Airtable onboarding data  \n   - Processes weekly stats (plans, tiers, counts)  \n   - Sends onboarding summary via email to the manager  \n\n---\n\n## 🛠️ How to Set Up\n1. **Webhook Setup**  \n```POST → https://[your-n8n-url]/webhook/client-onboarding ```\n2. **Install & configure credentials:**  \n- Verifi Email key  \n- Google Sheets OAuth2  \n- Airtable OAuth2  \n- Gmail OAuth2  \n- Slack OAuth2  \n- Trello API  \n3. **Optional:** Customize the Welcome PDF template (HTML/CSS).  \n4. **Edit tier assignment logic** inside the `Assign Tier Logic` node.  \n5. **Modify Slack & email templates** to match your branding.  \n6. **Adjust schedule** for weekly reports (default: Monday 9 AM IST).  \n7. **Test with sample payload:**  \n```json\n{\n  \"name\": \"Jane Doe\",\n  \"email\": \"jane@acme.com\",\n  \"company\": \"Acme Corp\",\n  \"plan\": \"Pro\"\n}\n```\n## 📋 Requirements\n- Self-hosted or Cloud n8n  \n- Credentials: Verifi Email, Google Sheets, Airtable, Gmail, Slack, Trello \n- Optional: API for company enrichment \n\n⚠️ **Note:** The `HTML/CSS to PDF` node (used for report generation) has a **limit of 10 free requests**. For production usage, you’ll need an API plan.  \n\n## ⭐ Core Features\n- **Email Validation**: Blocks fake/spam signups - **Tier Assignment**: Auto-classifies clients into Basic/Pro/Enterprise \n- **Task Management**: Trello cards for onboarding checklist\n- **Welcome PDF Pack**: Branded, client-personalized PDF attachment \n- **Slack Notifications**: Real-time internal updates \n- **Airtable Archiving**: Permanent record-keeping \n- **Weekly Reports**: Automated onboarding summaries for managers \n\n---\n\n## 📈 Use Cases & Applications\n- **B2B SaaS**: Scale client onboarding without hiring more staff  \n- **Agencies**: Deliver smooth onboarding experiences  \n- **Sales Teams**: Reduce delays in CRM entry  \n- **Customer Success**: Focus on relationship-building instead of admin  \n\n---\n\n## ✅ Key Benefits\n- Saves 5–6 hours of manual onboarding per client  \n- Ensures error-free onboarding with email validation \n- Provides a professional, branded experience \n-  Improves collaboration with Slack + Trello integration \n- Scales seamlessly as client volume grows\n\n---\n\n## 🔧 Customization Options\n- Modify **tier logic** (e.g., budget, plan, company size) \n- Customize **Slack channel** or **Trello list** for task routing \n- Update **PDF branding** (logo, theme, styling) \n- Add extra onboarding steps (e.g., Calendly call scheduling) \n- Extend weekly reports (e.g., include ROI or CSM notes) \n\n---\n\n## ⚠️ Important Disclaimers\n- For educational & automation purposes \n- Ensure compliance with **GDPR/CCPA** before storing client data \n- Always test workflow with dummy data before production\n\n---\n\n## Workflow Components\n\n- **Webhook Trigger** → Captures client form submissions\n- **Verifi Email** → Validates client email\n- **Google Sheets** → Logs onboarding entries\n- **Code Node** → Assigns tier & priority\n- **Trello** → Creates task card for CSM\n- **HTML/CSS to PDF** → Generates Welcome Pack PDF\n- **Slack** → Notifies team about new client\n- **Gmail** → Sends welcome email with PDF\n- **Airtable** → Archives full onboarding record\n- **Schedule Trigger** + **Report** → Weekly summary to management\n\n",
    "workflow": {
      "id": "qdRaoqaoF1ayiYyc",
      "meta": {
        "instanceId": "e56288a9b12ad2dc7c19cc4170f20f7abcacaad5fb3972dd882c9ce4f34e7668",
        "templateCredsSetupCompleted": true
      },
      "name": "Client Onboarding Workflow",
      "tags": [],
      "nodes": [
        {
          "id": "b0da85ba-e7ab-42eb-9f72-6fd8ac7b7c04",
          "name": "Log Client",
          "type": "n8n-nodes-base.googleSheets",
          "position": [
            624,
            -96
          ],
          "parameters": {
            "columns": {
              "value": {
                "Name": "={{ $('Client Onboarding Webhook').item.json.body.name }}",
                "Plan": "={{ $('Client Onboarding Webhook').item.json.body.plan }}",
                "Email": "={{ $('Client Onboarding Webhook').item.json.body.email }}",
                "Status": "Onboarding Started",
                "Company": "={{ $('Client Onboarding Webhook').item.json.body.company }}",
                "Timestamp": "={{ $now}}"
              },
              "schema": [
                {
                  "id": "Timestamp",
                  "type": "string",
                  "display": true,
                  "required": false,
                  "displayName": "Timestamp",
                  "defaultMatch": false,
                  "canBeUsedToMatch": true
                },
                {
                  "id": "Name",
                  "type": "string",
                  "display": true,
                  "required": false,
                  "displayName": "Name",
                  "defaultMatch": false,
                  "canBeUsedToMatch": true
                },
                {
                  "id": "Email",
                  "type": "string",
                  "display": true,
                  "required": false,
                  "displayName": "Email",
                  "defaultMatch": false,
                  "canBeUsedToMatch": true
                },
                {
                  "id": "Company",
                  "type": "string",
                  "display": true,
                  "required": false,
                  "displayName": "Company",
                  "defaultMatch": false,
                  "canBeUsedToMatch": true
                },
                {
                  "id": "Plan",
                  "type": "string",
                  "display": true,
                  "required": false,
                  "displayName": "Plan",
                  "defaultMatch": false,
                  "canBeUsedToMatch": true
                },
                {
                  "id": "Phone",
                  "type": "string",
                  "display": true,
                  "removed": true,
                  "required": false,
                  "displayName": "Phone",
                  "defaultMatch": false,
                  "canBeUsedToMatch": true
                },
                {
                  "id": "Status",
                  "type": "string",
                  "display": true,
                  "required": false,
                  "displayName": "Status",
                  "defaultMatch": false,
                  "canBeUsedToMatch": true
                }
              ],
              "mappingMode": "defineBelow",
              "matchingColumns": [],
              "attemptToConvertTypes": false,
              "convertFieldsToString": false
            },
            "options": {},
            "operation": "append",
            "sheetName": {
              "__rl": true,
              "mode": "list",
              "value": "gid=0",
              "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1AMKLyi8jT_6jkusylMVR8VPaDAK7mih0O9Sg9B_CGFs/edit#gid=0",
              "cachedResultName": "Sheet1"
            },
            "documentId": {
              "__rl": true,
              "mode": "list",
              "value": "1AMKLyi8jT_6jkusylMVR8VPaDAK7mih0O9Sg9B_CGFs",
              "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1AMKLyi8jT_6jkusylMVR8VPaDAK7mih0O9Sg9B_CGFs/edit?usp=drivesdk",
              "cachedResultName": "master client database sheet"
            }
          },
          "credentials": {
            "googleSheetsOAuth2Api": {
              "id": "credential-id",
              "name": "googleSheetsOAuth2Api Credential"
            }
          },
          "typeVersion": 4.7
        },
        {
          "id": "adbee833-3cc8-47e3-90c6-b991ca4858ea",
          "name": "Assign Tier Logic",
          "type": "n8n-nodes-base.code",
          "position": [
            832,
            -96
          ],
          "parameters": {
            "jsCode": "const items = $input.all();\n\nreturn items.map(item => {\n  const plan = item.json.Plan || 'free';\n  \n  let tier, priority;\n  switch(plan.toLowerCase()) {\n    case 'enterprise':\n      tier = 'Premium Onboarding';\n      priority = 'High';\n      break;\n    case 'pro':\n      tier = 'Standard Onboarding';\n      priority = 'Medium';\n      break;\n    default:\n      tier = 'Basic Onboarding';\n      priority = 'Low';\n  }\n  \n  return {\n    json: {\n      // Keep the original data structure (capitalized from Google Sheets)\n      Name: item.json.Name,\n      Email: item.json.Email,\n      Company: item.json.Company,\n      Plan: item.json.Plan,\n      Phone: item.json.Phone,\n      Status: item.json.Status,\n      Timestamp: item.json.Timestamp,\n      // Add new fields only\n      tier,\n      priority,\n      onboarding_id: `ONB-${Date.now()}`,\n      welcome_template: tier === 'Premium Onboarding' ? 'enterprise_welcome' : \n                        tier === 'Standard Onboarding' ? 'pro_welcome' : 'basic_welcome'\n    }\n  };\n});"
          },
          "typeVersion": 2
        },
        {
          "id": "aab04da1-8f8e-413e-bf27-7e8c7ceac7ec",
          "name": "Send Welcome Email",
          "type": "n8n-nodes-base.gmail",
          "position": [
            2048,
            -96
          ],
          "webhookId": "085204ab-de63-4fbd-b654-c31ceb2d5cd4",
          "parameters": {
            "sendTo": "={{ $('Assign Tier Logic').item.json.Email }}",
            "message": "=Hi {{ $('Assign Tier Logic').item.json.Name }},\n\nWelcome to [Company Name]! 🎊\n\nWe're thrilled to have {{ $('Assign Tier Logic').item.json.Company }} join our community. Your {{ $('Assign Tier Logic').item.json.Plan }} plan is now active and ready to use.\n\n📎Attached: Your personalized Welcome Pack with all the details you need to get started.\n\nWhat's Next?\n1. Log into your account using the credentials we've sent separately\n2. Complete your profile setup  \n3. Book your welcome call with our team\n4. Explore our getting started guide\n\nNeed Help?\nOur support team is here for you:\n- Email: support@yourcompany.com\n- Priority: {{ $('Assign Tier Logic').item.json.priority }} ({{ $('Assign Tier Logic').item.json.tier }})\n- Your Onboarding ID: {{ $('Assign Tier Logic').item.json.onboarding_id }}\n\nLooking forward to helping you succeed!\n\nBest regards,\nThe [Company Name] Team\n\n---\nThis email was sent as part of your automated onboarding process.",
            "options": {
              "attachmentsUi": {
                "attachmentsBinary": [
                  {}
                ]
              }
            },
            "subject": "=Welcome to [Company Name] - Your {{ $('Assign Tier Logic').item.json.Plan }} Plan is Ready! 🎉",
            "emailType": "text"
          },
          "credentials": {
            "gmailOAuth2": {
              "id": "credential-id",
              "name": "gmailOAuth2 Credential"
            }
          },
          "typeVersion": 2.1
        },
        {
          "id": "e706ee53-10c7-407e-bdff-422b2f77a22d",
          "name": "Archive Data",
          "type": "n8n-nodes-base.airtable",
          "position": [
            2272,
            -96
          ],
          "parameters": {
            "base": {
              "__rl": true,
              "mode": "id",
              "value": "app0C2XHO77J6kgNB"
            },
            "table": {
              "__rl": true,
              "mode": "list",
              "value": "tblDgzEEY4qQV1ejU",
              "cachedResultUrl": "https://airtable.com/app0C2XHO77J6kgNB/tblDgzEEY4qQV1ejU",
              "cachedResultName": "Table 1"
            },
            "columns": {
              "value": {
                "Name": "={{ $('Assign Tier Logic').item.json.Name }}",
                "Plan": "={{ $('Assign Tier Logic').item.json.Plan }}",
                "Tier": "={{ $('Assign Tier Logic').item.json.tier }}",
                "Email": "={{ $('Assign Tier Logic').item.json.Email }}",
                "Status": "=Completed",
                "Company": "={{ $('Assign Tier Logic').item.json.Company }}",
                "Priority": "={{ $('Assign Tier Logic').item.json.priority }}",
                "Onboarding ID": "={{ $('Assign Tier Logic').item.json.onboarding_id }}",
                "Onboarding Date": "={{ $now }}"
              },
              "schema": [
                {
                  "id": "Name",
                  "type": "string",
                  "display": true,
                  "removed": false,
                  "readOnly": false,
                  "required": false,
                  "displayName": "Name",
                  "defaultMatch": false,
                  "canBeUsedToMatch": true
                },
                {
                  "id": "Email",
                  "type": "string",
                  "display": true,
                  "removed": false,
                  "readOnly": false,
                  "required": false,
                  "displayName": "Email",
                  "defaultMatch": false,
                  "canBeUsedToMatch": true
                },
                {
                  "id": "Company",
                  "type": "string",
                  "display": true,
                  "removed": false,
                  "readOnly": false,
                  "required": false,
                  "displayName": "Company",
                  "defaultMatch": false,
                  "canBeUsedToMatch": true
                },
                {
                  "id": "Plan",
                  "type": "string",
                  "display": true,
                  "removed": false,
                  "readOnly": false,
                  "required": false,
                  "displayName": "Plan",
                  "defaultMatch": false,
                  "canBeUsedToMatch": true
                },
                {
                  "id": "Onboarding Date",
                  "type": "dateTime",
                  "display": true,
                  "removed": false,
                  "readOnly": false,
                  "required": false,
                  "displayName": "Onboarding Date",
                  "defaultMatch": false,
                  "canBeUsedToMatch": true
                },
                {
                  "id": "Status",
                  "type": "string",
                  "display": true,
                  "removed": false,
                  "readOnly": false,
                  "required": false,
                  "displayName": "Status",
                  "defaultMatch": false,
                  "canBeUsedToMatch": true
                },
                {
                  "id": "Tier",
                  "type": "string",
                  "display": true,
                  "removed": false,
                  "readOnly": false,
                  "required": false,
                  "displayName": "Tier",
                  "defaultMatch": false,
                  "canBeUsedToMatch": true
                },
                {
                  "id": "Onboarding ID",
                  "type": "string",
                  "display": true,
                  "removed": false,
                  "readOnly": false,
                  "required": false,
                  "displayName": "Onboarding ID",
                  "defaultMatch": false,
                  "canBeUsedToMatch": true
                },
                {
                  "id": "Priority",
                  "type": "string",
                  "display": true,
                  "removed": false,
                  "readOnly": false,
                  "required": false,
                  "displayName": "Priority",
                  "defaultMatch": false,
                  "canBeUsedToMatch": true
                }
              ],
              "mappingMode": "defineBelow",
              "matchingColumns": [],
              "attemptToConvertTypes": false,
              "convertFieldsToString": false
            },
            "options": {
              "typecast": true
            },
            "operation": "create",
            "authentication": "airtableOAuth2Api"
          },
          "credentials": {
            "airtableOAuth2Api": {
              "id": "credential-id",
              "name": "airtableOAuth2Api Credential"
            }
          },
          "typeVersion": 2.1
        },
        {
          "id": "57212a0d-860c-4439-8bf8-0a36c00d1572",
          "name": "Schedule Weekly Summary",
          "type": "n8n-nodes-base.scheduleTrigger",
          "position": [
            640,
            336
          ],
          "parameters": {
            "rule": {
              "interval": [
                {
                  "field": "cronExpression",
                  "expression": "0 9 * * 1"
                }
              ]
            }
          },
          "typeVersion": 1.2
        },
        {
          "id": "7f6efa67-3ac2-45d4-bb58-0759a8843fec",
          "name": "Weekly Report - Data Processing",
          "type": "n8n-nodes-base.code",
          "position": [
            992,
            336
          ],
          "parameters": {
            "jsCode": "// Get all input items\nconst items = $input.all();\n\n// Calculate date one week ago in IST\nconst oneWeekAgo = new Date();\noneWeekAgo.setDate(oneWeekAgo.getDate() - 7);\noneWeekAgo.setHours(0, 0, 0, 0); // Set to start of day for accurate comparison\n\n// Filter recent clients based on Onboarding Date\nconst recentClients = items\n  .map(item => item.json) // Extract the json object from each item\n  .filter(row => {\n    const rowDate = new Date(row[\"Onboarding Date\"]); // Use Onboarding Date field\n    return rowDate >= oneWeekAgo && !isNaN(rowDate); // Ensure valid date\n  });\n\n// Process statistics\nconst totalClients = recentClients.length;\nconst planBreakdown = recentClients.reduce((acc, client) => {\n  const plan = client.Plan; // Use Plan property\n  acc[plan] = (acc[plan] || 0) + 1;\n  return acc;\n}, {});\n\nconst tierBreakdown = recentClients.reduce((acc, client) => {\n  const tier = client.Tier; // Use Tier property\n  acc[tier] = (acc[tier] || 0) + 1;\n  return acc;\n}, {});\n\nconst earliestOnboarding = recentClients.length > 0\n  ? recentClients.reduce((earliest, client) => {\n      const clientDate = new Date(client[\"Onboarding Date\"]);\n      return !earliest || clientDate < earliest ? clientDate : earliest;\n    }, null)\n  : null;\n\nconst report = {\n  week_ending: new Date().toLocaleDateString('en-IN', { timeZone: 'Asia/Kolkata' }), // e.g., \"25/09/2025\"\n  total_new_clients: totalClients,\n  plan_breakdown: planBreakdown,\n  tier_breakdown: tierBreakdown,\n  earliest_onboarding: earliestOnboarding ? earliestOnboarding.toISOString().split('T')[0] : \"N/A\",\n  client_list: recentClients.map(client => ({\n    name: client.Name,\n    email: client.Email,\n    company: client.Company,\n    plan: client.Plan,\n    onboarding_date: client[\"Onboarding Date\"],\n    tier: client.Tier,\n    onboarding_id: client[\"Onboarding ID\"],\n    priority: client.Priority\n  }))\n};\n\n// Return the report as a single JSON object\nreturn [{ json: report }];"
          },
          "typeVersion": 2
        },
        {
          "id": "2a26989a-a526-4593-8058-aa33c4db937f",
          "name": "Weekly Report - Data Collection",
          "type": "n8n-nodes-base.airtable",
          "position": [
            816,
            336
          ],
          "parameters": {
            "id": "recp3YDYpr3f3IrU3",
            "base": {
              "__rl": true,
              "mode": "list",
              "value": "app0C2XHO77J6kgNB",
              "cachedResultUrl": "https://airtable.com/app0C2XHO77J6kgNB",
              "cachedResultName": "Client Base"
            },
            "table": {
              "__rl": true,
              "mode": "list",
              "value": "tblDgzEEY4qQV1ejU",
              "cachedResultUrl": "https://airtable.com/app0C2XHO77J6kgNB/tblDgzEEY4qQV1ejU",
              "cachedResultName": "onboarding list"
            },
            "options": {},
            "authentication": "airtableOAuth2Api"
          },
          "credentials": {
            "airtableOAuth2Api": {
              "id": "credential-id",
              "name": "airtableOAuth2Api Credential"
            }
          },
          "typeVersion": 2.1
        },
        {
          "id": "a028e0e8-25de-4b7e-b4b7-7af41ea918fd",
          "name": "Client Onboarding Webhook",
          "type": "n8n-nodes-base.webhook",
          "position": [
            -16,
            32
          ],
          "webhookId": "36feb476-2cd6-40d5-ba75-263f3f9dcf12",
          "parameters": {
            "path": "/client-onboarding",
            "options": {},
            "httpMethod": "POST"
          },
          "typeVersion": 2.1
        },
        {
          "id": "d45149ac-24f8-455c-a3e9-c27d9e9033a0",
          "name": "Email Validation",
          "type": "n8n-nodes-verifiemail.verifiEmail",
          "position": [
            192,
            32
          ],
          "parameters": {
            "email": "={{ $json.body.email }}"
          },
          "credentials": {
            "verifiEmailApi": {
              "id": "credential-id",
              "name": "verifiEmailApi Credential"
            }
          },
          "typeVersion": 1
        },
        {
          "id": "0bd3ad3c-9864-4b36-9bb5-bea1da3fe66f",
          "name": "Email Validity Check",
          "type": "n8n-nodes-base.if",
          "position": [
            416,
            32
          ],
          "parameters": {
            "options": {},
            "conditions": {
              "options": {
                "version": 2,
                "leftValue": "",
                "caseSensitive": true,
                "typeValidation": "strict"
              },
              "combinator": "and",
              "conditions": [
                {
                  "id": "0c18e9d3-4716-4e77-84db-a124b5a4e24d",
                  "operator": {
                    "type": "boolean",
                    "operation": "equals"
                  },
                  "leftValue": "={{ $json.valid }}",
                  "rightValue": true
                }
              ]
            }
          },
          "typeVersion": 2.2
        },
        {
          "id": "884dd44e-4891-4101-bdb7-461dcc133f8a",
          "name": "Generate Welcome PDF",
          "type": "n8n-nodes-htmlcsstopdf.htmlcsstopdf",
          "position": [
            1392,
            -96
          ],
          "parameters": {
            "html_content": "=<html>   <head>     <style>       body { font-family: Arial, sans-serif; margin: 20px; }       h1 { color: #333; }       .details { margin: 10px 0; }     </style>   </head>   <body>     <img src=\"https://yourcompany.com/logo.png\" alt=\"Company Logo\" style=\"max-width: 200px;\">     <h1>Welcome, {{ $json.name.split(' ')[0] }}!</h1>     <div class=\"details\">       <p><strong>Client:</strong> {{ $json.name }}</p>       <p><strong>Company:</strong> {{ $('Assign Tier Logic').item.json.Company }}</p>       <p><strong>Email:</strong> {{ $json.email }}</p>       <p><strong>Plan:</strong> {{ $('Assign Tier Logic').item.json.Plan }}</p>       <p><strong>Priority:</strong> {{ $json.desc.match(/Priority: (\\w+)/)[1] }}</p>       <p><strong>Onboarding ID:</strong> {{ $json.desc.match(/Onboarding ID: (\\w+)/)[1] }}</p>       <h3>Next Steps:</h3>       <pre>{{ $json.desc.match(/Next Steps:[\\s\\S]*$/m)[0].replace(/^\\s*- \\[ \\]/gm, '•') }}</pre>     </div>   </body> </html>"
          },
          "credentials": {
            "htmlcsstopdfApi": {
              "id": "credential-id",
              "name": "htmlcsstopdfApi Credential"
            }
          },
          "typeVersion": 1
        },
        {
          "id": "c6c0e5b5-3172-4b9f-a69b-fb3a7a2f7d19",
          "name": "Send Slack Notification",
          "type": "n8n-nodes-base.slack",
          "position": [
            1680,
            -96
          ],
          "webhookId": "15a29cd0-24d9-4c06-afde-4994b5d40c8e",
          "parameters": {
            "text": "=🎉 *New Client Onboarded!*\n\n👤 *Client:* {{ $('Assign Tier Logic').item.json.Name }}\n🏢 *Company:* {{ $('Assign Tier Logic').item.json.Company }}\n📧 *Email:* {{ $('Assign Tier Logic').item.json.Email }}\n💼 *Plan:* {{ $('Assign Tier Logic').item.json.Plan }}\n🎯 *Tier:* {{ $('Assign Tier Logic').item.json.tier }}\n🆔 *ID:* {{ $('Assign Tier Logic').item.json.onboarding_id }}\n\n✅ Welcome Pack generated and sent\n📋 Trello card created\n📊 Data logged to sheets\n\n*Priority:* {{ $('Assign Tier Logic').item.json.priority }}",
            "select": "channel",
            "channelId": {
              "__rl": true,
              "mode": "list",
              "value": "C09D9V2A78A",
              "cachedResultName": "new-channel"
            },
            "otherOptions": {
              "unfurl_media": false
            },
            "authentication": "oAuth2"
          },
          "credentials": {
            "slackOAuth2Api": {
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            "listId": "68d4187a255389342797eac8",
            "description": "=Client: {{ $json.Name }}\nCompany: {{ $json.Company }}\nEmail: {{ $json.Email }}\nPlan: {{ $json.Plan }}\nPriority: {{ $json.priority }}\nOnboarding ID: {{ $json.onboarding_id }}\n\nNext Steps:\n- [ ] Welcome call scheduled\n- [ ] Account setup verified  \n- [ ] Training session booked",
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              "due": "={{ $now.plus(3, 'days') }}"
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            "message": "=Weekly Onboarding Summary ({{ $json.week_ending }}):\n\n1. Total New Clients: {{ $json.total_new_clients }}\n2. Plan Breakdown: {{ Object.entries($json.plan_breakdown).map(([k, v]) => `${k}: ${v}`).join(', ') }}\n3. Tier Breakdown: {{ Object.entries($json.tier_breakdown).map(([k, v]) => `${k}: ${v}`).join(', ') }}\n4. Earliest Onboarding: {{ $json.earliest_onboarding }}\n5. Client List{{ $json.client_list.map(c => `- ${c.name} (${c.plan}, ${c.company})`).join('\\n') }}",
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            "subject": "=Weekly Onboarding Report - {{ $json.week_ending }}",
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            "width": 384,
            "height": 368,
            "content": "## 📌 MAIN OVERVIEW \n\nThis workflow automates:\n1. **Client onboarding** with **email validation**\n2. **Tier assignment** (Basic/Pro/Premium)\n3. Task creation in **Trello** for **CSM** team\n4. Personalized **Welcome PDF generation**\n5. **Notifications** via **Slack + Email**\n6. Weekly summary reports to management\n\n**Who’s it for?** Agencies, SaaS startups, **B2B** companies.\n**Requirements**: Google Sheets, Trello, Slack, Gmail, Airtable credentials."
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            "content": "## EMAIL VALIDATION\n\n1. Capture client details from **form submission (Webhook)**.\n2. **Validate email authenticity** to avoid fake signups.\n3. Only proceed with valid entries → invalid entries are dropped."
          },
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            "content": "## CLIENT LOGGING & TIER ASSIGNMENT \n\n1. **Log client** details in **Google Sheets** for record-keeping.\n2. Assign **tier (Basic/Pro)** automatically using logic function (e.g., plan selected or budget)."
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            "width": 464,
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            "content": "## TASK CREATION & ONBOARDING PDF\n\n1. Auto-create **Trello task card** for onboarding tasks.\n2. Generate **personalized Welcome Pack PDF** (includes client name, plan details, support contacts).\n3. Store PDF link for further use."
          },
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            "width": 560,
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            "content": "## TEAM & CLIENT COMMUNICATION \n\n1. Send **Slack notification** to internal team about **new client onboarding**.\n2. Send personalized email with **attached PDF** to client."
          },
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          "position": [
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            "width": 224,
            "height": 320,
            "content": "## DATA STORAGE \n\nArchive all onboarding details (client info, assigned tier, PDF link, onboarding status) in **Airtable**."
          },
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            "width": 752,
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            "content": "## WEEKLY REPORTING \n\n1. Schedule a **weekly trigger**.\n2. Collect onboarding data from **Airtable/Sheets**.\n3. Process stats (number of onboarded clients, tier distribution).\n4. Send **weekly report** via **email** to management."
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                  "url": "https://n8n.io/blog/automations-for-activists/",
                  "icon": "✨",
                  "label": "How Common Knowledge use workflow automation for activism"
                }
              ],
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                  "url": "https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.slack/"
                }
              ],
              "credentialDocumentation": [
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                  "url": "https://docs.n8n.io/integrations/builtin/credentials/slack/"
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            }
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        "displayName": "Slack",
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          {
            "id": 28,
            "name": "HITL"
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        ]
      },
      {
        "id": 43,
        "icon": "file:trello.svg",
        "name": "n8n-nodes-base.trello",
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                },
                {
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                {
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                {
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                {
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              ],
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            "nodeVersion": "1.0",
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        "group": "[\"transform\"]",
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                {
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                },
                {
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                {
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                {
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                },
                {
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                {
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                },
                {
                  "url": "https://n8n.io/blog/how-goomer-automated-their-operations-with-over-200-n8n-workflows/",
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                  "label": "How Goomer automated their operations with over 200 n8n workflows"
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        "icon": "file:gmail.svg",
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              "wait",
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                {
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              ],
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                }
              ],
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            "codexVersion": "1.0",
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            }
          }
        },
        "group": "[\"transform\"]",
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        "iconData": {
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            "name": "Communication"
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            "id": 28,
            "name": "HITL"
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        ]
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        "name": "n8n-nodes-base.stickyNote",
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              "Notes",
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            }
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        },
        "group": "[\"input\"]",
        "defaults": {
          "name": "Sticky Note",
          "color": "#FFD233"
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          "type": "icon"
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            "name": "Core Nodes"
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              "Javascript",
              "JS",
              "Python",
              "Script",
              "Custom Code",
              "Function"
            ],
            "details": "The Code node allows you to execute JavaScript in your workflow.",
            "resources": {
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                  "url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.code/"
                }
              ]
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                "Data Transformation"
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            }
          }
        },
        "group": "[\"transform\"]",
        "defaults": {
          "name": "Code"
        },
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            "resources": {
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              "primaryDocumentation": [
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                  "url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.scheduletrigger/"
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        "displayName": "Schedule Trigger",
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        "nodeCategories": [
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    "image": []
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}