{
  "workflow": {
    "id": 9138,
    "name": "Automate GoHighLevel client onboarding with Google Drive, Gmail, Calendar & Slack",
    "views": 486,
    "recentViews": 0,
    "totalViews": 486,
    "createdAt": "2025-10-01T07:16:25.894Z",
    "description": "## Description\nAutomate your GoHighLevel (GHL) client onboarding process from the moment a deal is marked as “Won.” This workflow seamlessly generates client folders in Google Drive, duplicates contract and kickoff templates, schedules kickoff calls, sends branded welcome emails, creates onboarding tasks in GHL, and notifies your team in Slack. 🚀📂📧📅💬\n\n## What This Template Does\n- Triggers automatically when an opportunity is marked as Won in GHL 🏆\n- Validates and formats client data to ensure clean records 🔍\n- Creates structured client folders in Google Drive 📂\n- Copies contract & kickoff deck templates with client-specific naming 📝\n- Sends personalized welcome email via Gmail ✉️\n- Schedules kickoff call in Google Calendar 📅\n- Creates onboarding tasks in GHL for account managers ✅\n- Sends Slack notifications to keep your team informed instantly 💬\n- Catches errors and sends alerts to a Slack error channel 🚨\n\n## Key Benefits\n- Saves 30–45 minutes per onboarding ⏱️\n- Eliminates manual data entry and human errors 🧹\n- Guarantees consistent client experience across all deals 🤝\n- Automates document creation & sharing 📄\n- Ensures team visibility and faster response times 📲\n- Built-in validation and error handling for reliability 🔐\n\n## Features\n- Webhook-based trigger from GoHighLevel ⚡\n- Automatic client data formatting and validation 🛠️\n- Google Drive folder & document automation with templates 📂\n- Personalized Gmail welcome email with branding ✉️\n- Automated kickoff call scheduling in Google Calendar 📅\n- Task creation in GHL for seamless follow-up 📌\n- Slack notifications for both success and error handling 💬\n- Error channel with detailed failure reports 🚨\n\n## Requirements\n- n8n instance (cloud or self-hosted)\n- GoHighLevel account with API access 🔑\n- Google Workspace (Drive, Gmail, Calendar) 📊\n- Slack workspace with Bot Token & channel access 💬\n- Pre-created contract and kickoff deck templates in Google Drive 📄\n\n## Target Audience\n- Agencies & consultants using GoHighLevel for client management 🏢\n- Sales teams wanting instant onboarding after a deal closes 💰\n- Operations teams seeking consistent and repeatable onboarding flows ⚙️\n- Account managers who need structured onboarding tasks ✅\n- Businesses scaling client onboarding and reducing manual workload 🚀\n\n## Step-by-Step Setup Instructions\n- Configure GHL webhook → Trigger on “Opportunity Status Changed = Won.”\n- Connect your GHL API credentials (OAuth2 or API key).\n- Add Google Drive OAuth2 credentials → Set parent folder ID & template IDs.\n- Configure Gmail OAuth2 → Replace hardcoded email with client email variable.\n- Connect Google Calendar → Select the calendar for kickoff calls.\n- Connect Slack API → Choose channels for onboarding updates and errors.\n- Update template IDs for contract and kickoff deck in the workflow.\n- Import workflow into n8n, map credentials, and test once.\n- Enable workflow → onboarding is now fully automated. ✅",
    "workflow": {
      "id": "VaGKdfnWJI4gOfeu",
      "meta": {
        "instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
        "templateCredsSetupCompleted": true
      },
      "name": "GoHighLevel Client Onboarding with Google Drive, Gmail & Slack",
      "tags": [],
      "nodes": [
        {
          "id": "0147f828-0a2e-4476-bff0-bde1962451d3",
          "name": "Sticky Note",
          "type": "n8n-nodes-base.stickyNote",
          "notes": "Workflow Overview",
          "position": [
            -1968,
            -64
          ],
          "parameters": {
            "width": 420,
            "height": 650,
            "content": "## 🚀 GoHighLevel Automated Client Onboarding\n\n**What This Workflow Does:**\n- Automatically triggers when a deal is marked as \"Won\" in GoHighLevel\n- Creates organized client folders in Google Drive\n- Duplicates contract and kickoff deck templates\n- Sends welcome email to new clients\n- Creates onboarding tasks in GHL\n- Schedules kickoff call in Google Calendar\n- Notifies team via Slack\n\n**Business Value:**\n✅ Saves 30-45 minutes per client onboarding\n✅ Eliminates manual data entry errors\n✅ Ensures consistent client experience\n✅ Automatic document generation\n✅ Team stays informed instantly\n\n**Prerequisites:**\n- Active GoHighLevel account with API access\n- Google Workspace (Drive, Gmail, Calendar)\n- Slack workspace\n- Contract template in Google Drive\n- Kickoff deck template in Google Drive\n\n**Setup Time:** ~15 minutes\n"
          },
          "typeVersion": 1
        },
        {
          "id": "699ae091-bf52-4dd9-aaef-93d944c436c0",
          "name": "Sticky Note1",
          "type": "n8n-nodes-base.stickyNote",
          "notes": "Webhook Setup Instructions",
          "position": [
            -1456,
            368
          ],
          "parameters": {
            "width": 300,
            "height": 380,
            "content": "## ⚙️ Step 1: Configure GHL Webhook\n\n**Action Required:**\n1. Go to GoHighLevel → Automation → Workflows\n2. Create new automation triggered by \"Opportunity Status Changed\"\n3. Add condition: Status = \"Won\"\n4. Add webhook action\n5. Copy the production URL from this webhook node\n6. Paste it in GHL webhook URL field\n7. Test the webhook from GHL\n\n**Webhook Path:** `/ghl-deal-won`\n\n**Expected Data:**\n- Opportunity ID, name, value\n- Contact name, email, phone\n- Company information\n- Pipeline details"
          },
          "typeVersion": 1
        },
        {
          "id": "4a236b6d-0daf-4205-a3cc-ad3a47af43c9",
          "name": "Sticky Note2",
          "type": "n8n-nodes-base.stickyNote",
          "notes": "GHL API Configuration",
          "position": [
            -1264,
            -320
          ],
          "parameters": {
            "width": 300,
            "height": 464,
            "content": "## 🔐 Step 2: Connect GHL API\n\n**Action Required:**\n1. Get your GHL API credentials:\n   - Login to GoHighLevel\n   - Settings → API Access\n   - Create new OAuth2 App or use API Key\n2. In this node, click \"Create New Credential\"\n3. Select \"HighLevel OAuth2 API\"\n4. Enter your credentials\n5. Authorize access\n\n**Filter:** Only fetches opportunities with status = \"Won\"\n\n**Note:** This node validates the webhook data before processing"
          },
          "typeVersion": 1
        },
        {
          "id": "257c94f7-3f60-44a2-86f9-059bf4bc3be3",
          "name": "Sticky Note3",
          "type": "n8n-nodes-base.stickyNote",
          "notes": "Validation Logic",
          "position": [
            -992,
            368
          ],
          "parameters": {
            "width": 280,
            "height": 408,
            "content": "## ✅ Step 3: Data Validation\n\n**What This Does:**\n- Checks if required fields are present (ID, Name)\n- If valid → Continues to formatting\n- If invalid → Triggers error notification\n\n**Prevents:**\n- Processing incomplete data\n- Workflow failures from missing info\n- Bad data reaching Google Drive/Email\n\n**No configuration needed** - works automatically"
          },
          "typeVersion": 1
        },
        {
          "id": "dcc10ae5-cd60-41a8-8d4d-c358503b547e",
          "name": "Sticky Note4",
          "type": "n8n-nodes-base.stickyNote",
          "notes": "Data Formatting",
          "position": [
            -768,
            -416
          ],
          "parameters": {
            "width": 260,
            "height": 508,
            "content": "## 📊 Step 4: Format Client Data\n\n**What This Does:**\n- Extracts client info from GHL opportunity\n- Standardizes naming conventions\n- Creates safe folder/file names\n- Formats dates consistently\n- Adds validation flags\n\n**Output Fields:**\n- Client name, email, phone\n- Deal value, ID, status\n- Folder naming: `ClientName_YYYY-MM-DD`\n- Document templates with client name\n\n**No configuration needed** - processes automatically"
          },
          "typeVersion": 1
        },
        {
          "id": "ca90f717-217c-4a22-beb0-f24bc7c652a3",
          "name": "Sticky Note5",
          "type": "n8n-nodes-base.stickyNote",
          "notes": "Google Drive Configuration",
          "position": [
            -464,
            -560
          ],
          "parameters": {
            "width": 300,
            "height": 540,
            "content": "## 📁 Step 5: Google Drive Setup\n\n**Action Required:**\n1. **Create Credential:**\n   - Click \"Create New Credential\"\n   - Select \"Google Drive OAuth2\"\n   - Authorize your Google account\n\n2. **Set Parent Folder:**\n   - Replace the hardcoded folder ID with your folder\n   - Use the folder dropdown to select\n\n3. **Prepare Templates:**\n   - Create contract template in Drive\n   - Create kickoff deck template\n   - Note their file IDs (from URL)\n   - Update the Copy Template nodes with these IDs\n\n**This Creates:** A new folder with client info document"
          },
          "typeVersion": 1
        },
        {
          "id": "149c1e02-ec1b-4b6e-bd18-1227ed34694a",
          "name": "Sticky Note6",
          "type": "n8n-nodes-base.stickyNote",
          "notes": "Template Setup",
          "position": [
            -224,
            240
          ],
          "parameters": {
            "width": 320,
            "height": 540,
            "content": "## 📄 Step 6: Template Configuration\n\n**Action Required:**\n1. **Contract Template:**\n   - Open the \"Copy Contract Template\" node\n   - Click the file dropdown\n   - Select your contract template\n   - Or paste File ID manually\n\n2. **Kickoff Deck Template:**\n   - Open the \"Copy Kickoff Deck Template\" node\n   - Select your presentation template\n\n**Templates Will:**\n- Be copied to client folder\n- Auto-rename with client name\n- Preserve all formatting\n\n**Tip:** Use Google Docs/Slides with placeholder text like `{{CLIENT_NAME}}`"
          },
          "typeVersion": 1
        },
        {
          "id": "9da21ac9-e091-4bba-b929-657598be858e",
          "name": "Sticky Note7",
          "type": "n8n-nodes-base.stickyNote",
          "notes": "Slack Notifications",
          "position": [
            -80,
            -656
          ],
          "parameters": {
            "width": 300,
            "height": 636,
            "content": "## 💬 Step 7: Slack Integration\n\n**Action Required:**\n1. **Connect Slack:**\n   - Click \"Create New Credential\"\n   - Select \"Slack API\"\n   - Authorize workspace access\n\n2. **Select Channel:**\n   - Open the channel dropdown\n   - Choose your team notifications channel\n   - Recommended: #client-onboarding or #sales\n\n3. **Customize Message:**\n   - Edit the notification text as needed\n   - Add/remove fields\n   - Include relevant links\n\n**Notification Includes:**\n- Client details\n- Deal value\n- Link to Drive folder\n- Confirmation of completed steps"
          },
          "typeVersion": 1
        },
        {
          "id": "7946e499-ceb4-47a2-ab39-3538274c706d",
          "name": "Sticky Note8",
          "type": "n8n-nodes-base.stickyNote",
          "notes": "Calendar & Email Setup",
          "position": [
            400,
            -432
          ],
          "parameters": {
            "width": 340,
            "height": 592,
            "content": "## 📅 Step 8: Calendar & Email Setup\n\n**Google Calendar:**\n1. Connect your Google Calendar credential\n2. Select the calendar for kickoff calls\n3. Customize event details/duration\n\n**Gmail Welcome Email:**\n1. Connect Gmail OAuth2 credential\n2. **IMPORTANT:** Change the hardcoded email to use:\n   `={{ $('Format Client Data').item.json.clientEmail }}`\n3. Customize email template:\n   - Replace `[Your Company]` with your company name\n   - Update branding/colors\n   - Modify welcome message\n   - Update links\n\n**Email Includes:**\n- Welcome message\n- Next steps checklist\n- Calendar booking link\n- Drive folder access"
          },
          "typeVersion": 1
        },
        {
          "id": "814625bd-70bb-4ca0-b811-f8b1bbbbe6f9",
          "name": "Sticky Note9",
          "type": "n8n-nodes-base.stickyNote",
          "notes": "Task Creation Setup",
          "position": [
            288,
            288
          ],
          "parameters": {
            "width": 300,
            "height": 380,
            "content": "## ✅ Step 9: GHL Task Creation\n\n**Action Required:**\n1. **Remove Hardcoded Contact ID:**\n   - Replace `9MWQz6J9ZWfZyzWiHxkG` with:\n   `={{ $('Format Client Data').item.json.contactId }}`\n\n2. **Customize Task:**\n   - Set appropriate due date\n   - Change `completed: true` to `false` if task should be open\n   - Add assignee if needed\n\n3. **Task Details:**\n   - Title uses client name automatically\n   - Links back to opportunity\n   - Appears in GHL dashboard\n\n**Purpose:** Creates follow-up task for account manager"
          },
          "typeVersion": 1
        },
        {
          "id": "da68a8dd-9e43-41e2-ab8e-2e542204821a",
          "name": "Sticky Note10",
          "type": "n8n-nodes-base.stickyNote",
          "notes": "Error Handling",
          "position": [
            -624,
            464
          ],
          "parameters": {
            "width": 280,
            "height": 464,
            "content": "## 🚨 Error Handling\n\n**What This Does:**\n- Catches validation failures\n- Sends Slack alert if workflow fails\n- Includes error details for debugging\n\n**Configure:**\n1. Select your Slack alerts channel\n2. Customize error message format\n3. Add @mentions if needed\n\n**When Triggered:**\n- Missing required client data\n- Invalid opportunity format\n- Data validation fails\n\n**Tip:** Set up a dedicated #n8n-errors channel"
          },
          "typeVersion": 1
        },
        {
          "id": "e9b7c39a-b985-4281-a203-a9d01ce2283b",
          "name": "GHL Webhook - Deal Won",
          "type": "n8n-nodes-base.webhook",
          "notes": "Webhook trigger for GHL when deal moves to Won or Completed. Configure in GHL: Automation > Workflows > Add Webhook",
          "position": [
            -1344,
            208
          ],
          "webhookId": "ghl-deal-webhook",
          "parameters": {
            "path": "ghl-deal-won",
            "options": {},
            "responseMode": "responseNode"
          },
          "typeVersion": 1
        },
        {
          "id": "7ff6623b-85cc-40da-af0f-7040978f002b",
          "name": "Copy Contract Template",
          "type": "n8n-nodes-base.googleDrive",
          "notes": "Duplicates contract template into client folder",
          "position": [
            -192,
            16
          ],
          "parameters": {
            "name": "={{ $('Format Client Data').item.json.contractName }}",
            "fileId": {
              "__rl": true,
              "mode": "id",
              "value": "YOUR_CONTRACT_TEMPLATE_FILE_ID_HERE"
            },
            "options": {},
            "operation": "copy"
          },
          "typeVersion": 3
        },
        {
          "id": "d042203f-4455-4247-825e-8a8d1410de3a",
          "name": "Copy Kickoff Deck Template",
          "type": "n8n-nodes-base.googleDrive",
          "notes": "Duplicates kickoff deck template into client folder",
          "position": [
            32,
            208
          ],
          "parameters": {
            "name": "={{ $('Format Client Data').item.json.contractName }}",
            "fileId": {
              "__rl": true,
              "mode": "id",
              "value": "YOUR_KICKOFF_DECK_TEMPLATE_FILE_ID_HERE"
            },
            "options": {},
            "operation": "copy"
          },
          "typeVersion": 3
        },
        {
          "id": "cf042878-b5e2-495d-9702-2b79807ff13b",
          "name": "Send Slack Welcome",
          "type": "n8n-nodes-base.slack",
          "notes": "Posts welcome message to team Slack channel",
          "position": [
            32,
            16
          ],
          "webhookId": "d01feec4-3082-42cf-8aa7-9958ce39c6fc",
          "parameters": {
            "text": "=🎉 *New Client Onboarded!*\n\n*Client:* {{ $('Format Client Data').item.json.clientName }} \n*ClientPhone:*{{ $('Format Client Data').item.json.clientPhone }}\n*Deal Value:* {{ $('Format Client Data').item.json.dealValue }} \n*Email:* {{ $('Format Client Data').item.json.clientEmail }}\n\n📁 *Client Folder:* https://drive.google.com/drive/folders/{{ $node['Create Client File'].json.id }}\n\n✅ Onboarding task created and welcome email sent!",
            "select": "channel",
            "channelId": {
              "__rl": true,
              "mode": "list",
              "value": "YOUR_SLACK_CHANNEL_ID_HERE",
              "cachedResultName": "Select your channel"
            },
            "otherOptions": {}
          },
          "typeVersion": 2.1
        },
        {
          "id": "d539c146-6b10-4799-bc91-f41949bbee23",
          "name": "Send Welcome Email",
          "type": "n8n-nodes-base.gmail",
          "notes": "Sends branded welcome email with onboarding details",
          "position": [
            480,
            112
          ],
          "webhookId": "e12acc81-eeb7-47be-8982-74823670d163",
          "parameters": {
            "sendTo": "={{ $('Format Client Data').item.json.clientEmail }}",
            "message": "=<html>\n<body style=\"font-family: Arial, sans-serif; line-height: 1.6; color: #333;\">\n  <div style=\"max-width: 600px; margin: 0 auto; padding: 20px;\">\n    <h2 style=\"color: #2563eb;\">Welcome Aboard, {{ $('Format Client Data').item.json.clientName }}! 🎉</h2>\n    \n    <p>We're thrilled to have you as a client! Your success is our top priority, and we're committed to delivering exceptional results.</p>\n    \n    <h3 style=\"color: #2563eb;\">Next Steps:</h3>\n    <ol>\n      <li><strong>Review Your Welcome Kit:</strong> Attached is your comprehensive onboarding guide</li>\n      <li><strong>Schedule Your Kickoff Call:</strong> <a href=\"{{ $json.htmlLink }}\">Click here to book your onboarding session</a></li>\n      <li><strong>Access Your Documents:</strong> <a href=\"https://drive.google.com/drive/folders/{{ $node['Create Client File'].json.id }}\">View your client folder</a></li>\n    </ol>\n    \n    <p>Your dedicated account manager will reach out within 24 hours to answer any questions.</p>\n    \n    <p style=\"margin-top: 30px;\">Looking forward to an amazing partnership!</p>\n    \n    <p style=\"font-weight: bold;\">The [Your Company Name] Team</p>\n  </div>\n</body>\n</html>",
            "options": {},
            "subject": "=Welcome to [Your Company Name] - Let's Get Started! 🚀"
          },
          "typeVersion": 2.1
        },
        {
          "id": "600f53fb-8dbb-4ec2-81ad-19cf394191f9",
          "name": "Validate Client Data",
          "type": "n8n-nodes-base.if",
          "notes": "Ensures required fields are present before processing",
          "position": [
            -864,
            208
          ],
          "parameters": {
            "conditions": {
              "string": [
                {
                  "value1": "={{ $json.id }}",
                  "operation": "isNotEmpty"
                },
                {
                  "value1": "={{ $json.name }}",
                  "operation": "isNotEmpty"
                }
              ]
            }
          },
          "typeVersion": 1
        },
        {
          "id": "2502a0c1-8d87-4296-8bea-ba63da35207f",
          "name": "Format Client Data",
          "type": "n8n-nodes-base.code",
          "notes": "Standardizes data format for use across workflow",
          "position": [
            -640,
            112
          ],
          "parameters": {
            "jsCode": "// Extract and format client data from GHL opportunity\nconst opportunity = $input.item.json;\nconst contact = opportunity.contact || {};\nconst relations = opportunity.relations || [];\n\n// Get primary contact relation data as fallback\nconst primaryRelation = relations.find(r => r.primary === true) || {};\n\n// Extract client information with fallbacks\nconst clientName = contact.name || primaryRelation.contactName || primaryRelation.fullName || 'Unknown Client';\nconst clientEmail = contact.email || primaryRelation.email || '';\nconst clientPhone = contact.phone || primaryRelation.phone || '';\nconst companyName = contact.companyName || primaryRelation.companyName || '';\n\n// Format date for folder name (YYYY-MM-DD)\nconst today = new Date().toISOString().split('T')[0];\n\n// Create safe folder name (remove special characters)\nconst safeFolderName = clientName.replace(/[^a-zA-Z0-9\\s-]/g, '').trim();\n\nreturn {\n  // Core client info\n  clientName: clientName,\n  clientEmail: clientEmail,\n  clientPhone: clientPhone,\n  companyName: companyName,\n  \n  // Deal information\n  dealId: opportunity.id || '',\n  dealName: opportunity.name || clientName,\n  dealValue: opportunity.monetaryValue || 0,\n  dealStatus: opportunity.status || 'won',\n  \n  // Pipeline info\n  pipelineId: opportunity.pipelineId || '',\n  pipelineStageId: opportunity.pipelineStageId || '',\n  \n  // Contact & Location IDs\n  contactId: opportunity.contactId || contact.id || '',\n  locationId: opportunity.locationId || '',\n  assignedTo: opportunity.assignedTo || '',\n  \n  // Folder naming for Google Drive\n  folderName: `${safeFolderName}_${today}`,\n  \n  // Document naming templates\n  contractName: `${safeFolderName} - Service Agreement`,\n  kickoffDeckName: `${safeFolderName} - Onboarding Deck`,\n  \n  // Timestamps\n  createdAt: opportunity.createdAt || '',\n  updatedAt: opportunity.updatedAt || '',\n  lastStageChangeAt: opportunity.lastStageChangeAt || '',\n  timestamp: new Date().toISOString(),\n  \n  // Additional useful data\n  tags: contact.tags || [],\n  source: opportunity.source || 'manual',\n  \n  // Validation flags\n  hasEmail: !!(clientEmail && clientEmail.length > 0),\n  hasPhone: !!(clientPhone && clientPhone.length > 0),\n  isValid: !!(clientName && clientName !== 'Unknown Client')\n};"
          },
          "typeVersion": 2
        },
        {
          "id": "10fcd2a0-fe5c-4bc4-a6a0-605cb498675a",
          "name": "Error Notification",
          "type": "n8n-nodes-base.slack",
          "notes": "Sends alert if workflow fails",
          "onError": "continueErrorOutput",
          "position": [
            -640,
            304
          ],
          "webhookId": "aa8fad44-5063-439a-81eb-277c2c522a7d",
          "parameters": {
            "text": "=⚠️ *Onboarding Workflow Error*\n\n*Error Node:* {{ $json.node }}\n*Error:* {{ $json.error }}\n\n*Action Required:* Manual intervention needed for this client onboarding.",
            "select": "channel",
            "channelId": {
              "__rl": true,
              "mode": "list",
              "value": "YOUR_ERROR_CHANNEL_ID_HERE",
              "cachedResultName": "Select error alerts channel"
            },
            "otherOptions": {}
          },
          "typeVersion": 2.1
        },
        {
          "id": "fcc8a75a-86fb-40c5-8814-52819f9a715c",
          "name": "Schedule Kickoff Call",
          "type": "n8n-nodes-base.googleCalendar",
          "notes": "Creates calendar event for client kickoff meeting",
          "position": [
            256,
            16
          ],
          "parameters": {
            "calendar": {
              "__rl": true,
              "mode": "list",
              "value": "YOUR_CALENDAR_EMAIL_HERE",
              "cachedResultName": "Select your calendar"
            },
            "additionalFields": {
              "description": "={{ $json.message.blocks[0].elements[0].elements[2].text }}"
            }
          },
          "typeVersion": 1.3
        },
        {
          "id": "d92877d4-e694-4d7e-904b-0d025d2ecbf3",
          "name": "Fetch Won Deals from GHL",
          "type": "n8n-nodes-base.highLevel",
          "notes": "Retrieves all opportunities marked as Won from GoHighLevel",
          "position": [
            -1088,
            208
          ],
          "parameters": {
            "filters": {
              "status": "won"
            },
            "resource": "opportunity",
            "operation": "getAll",
            "returnAll": true,
            "requestOptions": {}
          },
          "typeVersion": 2,
          "alwaysOutputData": true
        },
        {
          "id": "a30a97a4-b427-4cb4-b9f1-a686f5b97338",
          "name": "Create Client Folder",
          "type": "n8n-nodes-base.googleDrive",
          "notes": "Creates client folder with format: ClientName_YYYY-MM-DD",
          "position": [
            -416,
            112
          ],
          "parameters": {
            "name": "New File",
            "content": "=CLIENT ONBOARDING INFORMATION\n\nClient Name: {{ $json.clientName }}\nCompany: {{ $json.companyName }}\nEmail: {{ $json.clientEmail }}\nPhone: {{ $json.clientPhone }}\n\nDEAL DETAILS\nDeal Name: {{ $json.dealName }}\nDeal Value: ${{ $json.dealValue }}\nDeal Status: {{ $json.dealStatus }}\nDeal ID: {{ $json.dealId }}\n\nCONTACT INFORMATION\nContact ID: {{ $json.contactId }}\nLocation ID: {{ $json.locationId }}\nAssigned To: {{ $json.assignedTo }}\n\nTIMESTAMPS\nCreated: {{ $json.createdAt }}\nLast Updated: {{ $json.updatedAt }}\nStage Changed: {{ $json.lastStageChangeAt }}\n\nTAGS\n{{ $json.tags.join(', ') }}\n\n---\nThis file was automatically generated on {{ $json.timestamp }}",
            "driveId": {
              "__rl": true,
              "mode": "list",
              "value": "My Drive"
            },
            "options": {},
            "folderId": {
              "__rl": true,
              "mode": "list",
              "value": "YOUR_PARENT_FOLDER_ID_HERE",
              "cachedResultName": "Select parent folder for client folders"
            },
            "operation": "createFromText"
          },
          "typeVersion": 3
        },
        {
          "id": "1d0da858-081c-467f-9c44-8f560eb0a6c2",
          "name": "Create GHL Onboarding Task",
          "type": "n8n-nodes-base.highLevel",
          "notes": "Creates follow-up task in GHL for account manager",
          "position": [
            256,
            208
          ],
          "parameters": {
            "title": "=Onboard {{ $('Format Client Data').item.json.clientName }}",
            "dueDate": "={{ $now.plus(7, 'days').toISO() }}",
            "resource": "task",
            "contactId": "={{ $('Format Client Data').item.json.contactId }}",
            "requestOptions": {},
            "additionalFields": {}
          },
          "typeVersion": 2
        }
      ],
      "active": false,
      "pinData": {},
      "settings": {
        "executionOrder": "v1"
      },
      "versionId": "7382a7aa-a661-45b9-a09e-171d52e87296",
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        "Format Client Data": {
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                "node": "Create Client Folder",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Send Slack Welcome": {
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                "node": "Schedule Kickoff Call",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Create Client Folder": {
          "main": [
            [
              {
                "node": "Copy Contract Template",
                "type": "main",
                "index": 0
              },
              {
                "node": "Copy Kickoff Deck Template",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Validate Client Data": {
          "main": [
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                "node": "Format Client Data",
                "type": "main",
                "index": 0
              }
            ],
            [
              {
                "node": "Error Notification",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Schedule Kickoff Call": {
          "main": [
            [
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                "node": "Send Welcome Email",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Copy Contract Template": {
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                "node": "Send Slack Welcome",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "GHL Webhook - Deal Won": {
          "main": [
            [
              {
                "node": "Fetch Won Deals from GHL",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Fetch Won Deals from GHL": {
          "main": [
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                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Copy Kickoff Deck Template": {
          "main": [
            [
              {
                "node": "Create GHL Onboarding Task",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Create GHL Onboarding Task": {
          "main": [
            [
              {
                "node": "Send Welcome Email",
                "type": "main",
                "index": 0
              }
            ]
          ]
        }
      }
    },
    "lastUpdatedBy": 1,
    "workflowInfo": {
      "nodeCount": 23,
      "nodeTypes": {
        "n8n-nodes-base.if": {
          "count": 1
        },
        "n8n-nodes-base.code": {
          "count": 1
        },
        "n8n-nodes-base.gmail": {
          "count": 1
        },
        "n8n-nodes-base.slack": {
          "count": 2
        },
        "n8n-nodes-base.webhook": {
          "count": 1
        },
        "n8n-nodes-base.highLevel": {
          "count": 2
        },
        "n8n-nodes-base.stickyNote": {
          "count": 11
        },
        "n8n-nodes-base.googleDrive": {
          "count": 3
        },
        "n8n-nodes-base.googleCalendar": {
          "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": [
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      ],
      "avatar": "https://gravatar.com/avatar/b6cf57822463143589b36ada06fbf6cb1509223a740fae3160b28f1ce41ccc12?r=pg&d=retro&size=200"
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              "Branch"
            ],
            "details": "The IF node can be used to implement binary conditional logic in your workflow. You can set up one-to-many conditions to evaluate each item of data being inputted into the node. That data will either evaluate to TRUE or FALSE and route out of the node accordingly.\n\nThis node has multiple types of conditions: Bool, String, Number, and Date & Time.",
            "resources": {
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                {
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                {
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                  "icon": "💡",
                  "label": "15 Google apps you can combine and automate to increase productivity"
                },
                {
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                  "icon": "🏷️",
                  "label": "How to automatically manage contributions to open-source projects"
                },
                {
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                },
                {
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                  "label": "5 workflow automations for Mattermost that we love at n8n"
                },
                {
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                {
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                  "label": "7 no-code workflow automations for Amazon Web Services"
                }
              ],
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            "subcategories": {
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            }
          }
        },
        "group": "[\"transform\"]",
        "defaults": {
          "name": "If",
          "color": "#408000"
        },
        "iconData": {
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          "type": "icon"
        },
        "displayName": "If",
        "typeVersion": 2,
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        ]
      },
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        "icon": "file:slack.svg",
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              "wait",
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                },
                {
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                  "icon": "⚡️",
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                },
                {
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        },
        "group": "[\"output\"]",
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        },
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            ],
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                {
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                },
                {
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                  "icon": "🦄",
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            "id": 9,
            "name": "Core Nodes"
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        "id": 58,
        "icon": "file:googleDrive.svg",
        "name": "n8n-nodes-base.googleDrive",
        "codex": {
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                {
                  "url": "https://n8n.io/blog/your-business-doesnt-need-you-to-operate/",
                  "icon": " 🖥️",
                  "label": "Hey founders! Your business doesn't need you to operate"
                },
                {
                  "url": "https://n8n.io/blog/why-this-product-manager-loves-workflow-automation-with-n8n/",
                  "icon": "🧠",
                  "label": "Why this Product Manager loves workflow automation with n8n"
                },
                {
                  "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/app-nodes/n8n-nodes-base.googledrive/"
                }
              ],
              "credentialDocumentation": [
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              ]
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            "categories": [
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            "nodeVersion": "1.0",
            "codexVersion": "1.0"
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        },
        "group": "[\"input\"]",
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            "name": "Data & Storage"
          }
        ]
      },
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        "id": 317,
        "icon": "file:googleCalendar.svg",
        "name": "n8n-nodes-base.googleCalendar",
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                {
                  "url": "https://n8n.io/blog/how-to-host-virtual-coffee-breaks-with-n8n/",
                  "icon": "☕️",
                  "label": "How to host virtual coffee breaks with n8n"
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                {
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                {
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                },
                {
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                  "label": "Hey founders! Your business doesn't need you to operate"
                },
                {
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                  "icon": "🤖",
                  "label": "5 workflow automation for Mattermost that we love at n8n"
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                {
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                  "label": "Tracking Time Spent in Meetings With Google Calendar, Twilio, and n8n"
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              ],
              "primaryDocumentation": [
                {
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              "credentialDocumentation": [
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            },
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        },
        "group": "[\"input\"]",
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                },
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                  "icon": "💪",
                  "label": "Using Automation to Boost Productivity in the Workplace"
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                  "url": "https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.gmail/"
                }
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            "codexVersion": "1.0",
            "subcategories": {
              "HITL": [
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          }
        },
        "group": "[\"transform\"]",
        "defaults": {
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        "iconData": {
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        "displayName": "Gmail",
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          {
            "id": 28,
            "name": "HITL"
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        ]
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      {
        "id": 565,
        "icon": "fa:sticky-note",
        "name": "n8n-nodes-base.stickyNote",
        "codex": {
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            "alias": [
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              "Notes",
              "Sticky"
            ],
            "categories": [
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            "nodeVersion": "1.0",
            "codexVersion": "1.0",
            "subcategories": {
              "Core Nodes": [
                "Helpers"
              ]
            }
          }
        },
        "group": "[\"input\"]",
        "defaults": {
          "name": "Sticky Note",
          "color": "#FFD233"
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        "iconData": {
          "icon": "sticky-note",
          "type": "icon"
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        "displayName": "Sticky Note",
        "typeVersion": 1,
        "nodeCategories": [
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            "name": "Core Nodes"
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        "name": "n8n-nodes-base.highLevel",
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                  "url": "https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.highlevel/"
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                }
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            },
            "categories": [
              "Marketing",
              "Sales"
            ],
            "nodeVersion": "1.0",
            "codexVersion": "1.0"
          }
        },
        "group": "[\"transform\"]",
        "defaults": {
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        },
        "displayName": "HighLevel",
        "typeVersion": 2,
        "nodeCategories": [
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            "id": 2,
            "name": "Sales"
          },
          {
            "id": 27,
            "name": "Marketing"
          }
        ]
      },
      {
        "id": 834,
        "icon": "file:code.svg",
        "name": "n8n-nodes-base.code",
        "codex": {
          "data": {
            "alias": [
              "cpde",
              "Javascript",
              "JS",
              "Python",
              "Script",
              "Custom Code",
              "Function"
            ],
            "details": "The Code node allows you to execute JavaScript in your workflow.",
            "resources": {
              "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": [
                "Helpers",
                "Data Transformation"
              ]
            }
          }
        },
        "group": "[\"transform\"]",
        "defaults": {
          "name": "Code"
        },
        "iconData": {
          "type": "file",
          "fileBuffer": "data:image/svg+xml;base64,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"
        },
        "displayName": "Code",
        "typeVersion": 2,
        "nodeCategories": [
          {
            "id": 5,
            "name": "Development"
          },
          {
            "id": 9,
            "name": "Core Nodes"
          }
        ]
      }
    ],
    "categories": [
      {
        "id": 39,
        "name": "CRM"
      }
    ],
    "image": []
  }
}