{ "workflow": { "id": 9628, "name": "AI-powered client onboarding with Jotform, Asana, Slack, and HubSpot", "views": 408, "recentViews": 1, "totalViews": 408, "createdAt": "2025-10-14T13:00:52.734Z", "description": "Streamline client onboarding and project setup from hours to minutes with AI-driven automation.\nThis intelligent workflow eliminates manual coordination, builds proposals, creates projects in Asana, welcomes clients on Slack, and logs everything β€” ensuring 90% faster onboarding and zero dropped steps.\n\n## What This Workflow Does\n\nTransforms your client onboarding from scattered tools and emails into one seamless automation:\n\nπŸ“ Capture Client Details – Jotform intake form collects client, company, and project information.\n\n🧠 AI-Powered Analysis – LangChain AI Agent analyzes the project scope, estimates effort, and recommends team composition.\n\nπŸ“„ Generate Proposal – Automatically builds a professional HTML proposal summarizing goals, timeline, and estimated hours.\n\nπŸ—‚οΈ Create Asana Project – Generates a new project with all key details, milestones, and assigned team members.\n\nπŸ’¬ Slack Collaboration – Creates a dedicated Slack channel, sends welcome messages, and introduces the project team.\n\nπŸ“§ Welcome Email – Sends a personalized onboarding email to the client with project summary and next steps.\n\nπŸ’Ό CRM Sync – Creates or updates a HubSpot contact with complete project and client information.\n\nπŸ“Š Audit Logging – Logs all onboarding activity to Google Sheets for centralized record-keeping.\n\n## Key Features\n\nπŸ€– AI Proposal Generation – Uses LangChain AI to generate smart project summaries and resource plans.\n\nβš™οΈ End-to-End Automation – From form submission to project creation, communication, and CRM logging.\n\nπŸ’¬ Smart Slack Setup – Automatic channel creation and messaging for internal coordination.\n\nπŸ“§ Personalized Client Emails – Beautifully formatted, professional onboarding emails.\n\nπŸ—‚οΈ Asana Integration – Project creation with dynamic task templates and priorities.\n\nπŸ“Š Google Sheets Logging – Instant audit trail for every client submission and generated proposal.\n\nπŸ’Ό CRM Integration – Automatically syncs client data with HubSpot for sales and account tracking.\n\n## Perfect For\n\nπŸš€ Agencies & Service Providers – Automate client onboarding, proposal creation, and task setup.\n\n🏒 Consultancies – Quickly turn client requests into structured projects with assigned resources.\n\nπŸ’» Freelancers & Creators – Impress clients with AI-built proposals and instant communication.\n\nπŸ“ˆ Growing Teams – Scale onboarding without extra admin or coordination time.\n\n🧠 Operations Teams – Ensure consistency and transparency across all onboarding activities.\n\n## What You’ll Need\n### Required Integrations\n\n🧾 Jotform – Client intake form (project details, budget, company info).\nCreate your form for free on [Jotform using this link](https://www.jotform.com/?partner=mediajade)\n\nπŸ€– AI Agent – For analyzing project scope and building proposals.\n\nπŸ—‚οΈ Asana – Project creation and task assignment.\n\nπŸ’¬ Slack – For automated client channel creation and internal communication.\n\nπŸ“§ Gmail – For onboarding and proposal emails.\n\nπŸ’Ό HubSpot – CRM contact creation and project linkage.\n\nπŸ“Š Google Sheets – For logging all onboarding and AI results.\n\n## Optional Enhancements\n\nπŸ“„ PDF Generation (PDF Munk) – Convert AI-generated proposals into downloadable PDFs.\n\nπŸ’¬ Slack Interactive Approvals – Add buttons for internal review before client communication.\n\nπŸ“ˆ Performance Dashboard – Connect Google Sheets data to Looker Studio for tracking onboarding times.\n\n🌍 Multilingual Support – Add translation nodes for international clients.\n\nπŸ” File Attachments – Send proposal PDFs or onboarding kits automatically via Gmail.\n\n## Quick Start\n\n1️⃣ Import Template – Copy and import the JSON file into your n8n workspace.\n2️⃣ Set Up Jotform – Create a form with fields for client name, company, project name, budget, and requirements.\n3️⃣ Add Credentials – Connect Jotform, AI Agent, Asana, Slack, Gmail, HubSpot, and Google Sheets.\n4️⃣ Configure Sheet ID – Replace YOUR_SHEET_ID in the Google Sheets node.\n5️⃣ Customize Proposal HTML – Edit AI prompt and branding to reflect your company’s style.\n6️⃣ Test Workflow – Submit a test form and verify Slack, Asana, Gmail, and Sheets outputs.\n7️⃣ Deploy – Activate workflow and share the Jotform link with your sales or operations team.\n\n## Customization Options\n\n1️⃣ Proposal Branding – Customize proposal HTML with logos, brand colors, and formatting.\n2️⃣ AI Prompt Tuning – Refine the LangChain AI prompt to match your tone or project style.\n3️⃣ Task Templates – Adjust task names, assignees, and due dates in the Asana creation node.\n4️⃣ Slack Messaging – Update welcome message formatting and team introduction details.\n5️⃣ CRM Fields – Map additional HubSpot properties for better data tracking.\n6️⃣ Sheet Logging – Add more columns for tracking team recommendations or proposal scores.\n\n## Expected Results\n\n⚑ 90% Faster Onboarding – Reduce manual setup from hours to minutes.\n\nπŸ€– AI Precision – Intelligent proposals and team allocations that impress clients instantly.\n\nπŸ“ˆ Zero Missed Steps – Every project automatically created, communicated, and logged.\n\nπŸ’¬ Seamless Collaboration – Slack, Gmail, and Asana in perfect sync.\n\nπŸ—‚οΈ Complete Transparency – Every onboarding step logged for accountability and improvement.\n\nπŸ† Use Cases\n\nπŸ§‘β€πŸ’Ό Marketing & Creative Agencies – Automate creative project scoping and proposal creation.\n\nπŸ’» Software Development Teams – Rapidly assess client tech requirements and allocate developers.\n\n🧾 Consulting Firms – Build data-backed, AI-enhanced proposals for client engagements.\n\n🏒 Corporate PMOs – Standardize project setup and approvals across multiple departments.\n\n## Pro Tips\n\nπŸ’‘ Refine AI Prompt – Include examples of past projects to improve proposal quality.\n\nπŸ’¬ Add Slack Approvals – Insert β€œmanager approval” logic before sending proposals.\n\nπŸ“„ Attach PDFs – Use PDF Munk for branded, downloadable proposals.\n\nπŸ“Š Track Conversion – Link HubSpot deal stage changes based on Asana progress.\n\nπŸ“… Monitor Efficiency – Use Sheet timestamps to calculate average onboarding time.\n\n## Learning Resources\n\nThis workflow demonstrates:\n\n1. AI integration using Agents\n\n2. Multi-app orchestration and data syncing\n\n3. Advanced HTML and email template customization\n\n4. Real-world Asana and Slack API usage\n\n5. CRM syncing and Google Sheets logging\n\nModular, scalable n8n workflow design\n\nWorkflow Structure Visualization\n\nπŸ“ Jotform Submission\n↓\n🧠 AI Project Analysis (Agent)\n↓\nπŸ“„ Proposal Generation (HTML)\n↓\nπŸ—‚οΈ Asana Project Creation\n↓\nπŸ’¬ Slack Channel Setup & Message\n↓\nπŸ“§ Gmail Welcome Email\n↓\nπŸ’Ό HubSpot Contact Creation\n↓\nπŸ“Š Google Sheets Log\n\n## Ready to Revolutionize Client Onboarding?\n\nImport this template today and let AI handle the heavy lifting.\nYour team saves hours, your clients get instant engagement β€” and your entire process runs flawlessly. ✨", "workflow": { "meta": { "instanceId": "277842713620d9f5554de3b1518b865a152c8c4db680008bd8aec536fc18b4a8", "templateCredsSetupCompleted": true }, "nodes": [ { "id": "c0cade34-0c2e-4ba5-831a-7f88bc22fcab", "name": "Parse Client Data", "type": "n8n-nodes-base.code", "position": [ -704, 368 ], "parameters": { "jsCode": "// Parse and normalize client onboarding form data\nconst formData = $input.first().json;\n\nreturn {\n json: {\n submissionId: formData.submissionID || Date.now().toString(),\n clientName: formData.clientName || formData.q3_clientName,\n companyName: formData.companyName || formData.q4_companyName,\n clientEmail: formData.clientEmail || formData.q5_clientEmail,\n clientPhone: formData.clientPhone || formData.q6_clientPhone,\n projectName: formData.projectName || formData.q7_projectName,\n projectScope: formData.projectScope || formData.q8_projectScope,\n budget: parseFloat(formData.budget || formData.q9_budget),\n timeline: formData.timeline || formData.q10_timeline,\n startDate: formData.startDate || formData.q11_startDate,\n endDate: formData.endDate || formData.q12_endDate,\n projectType: formData.projectType || formData.q13_projectType,\n industry: formData.industry || formData.q14_industry,\n preferences: formData.preferences || formData.q15_preferences,\n communicationPreference: formData.communicationPreference || formData.q16_communicationPreference,\n submittedAt: new Date().toISOString(),\n status: 'new'\n }\n};" }, "typeVersion": 2 }, { "id": "457370cc-660a-44a2-b5eb-3f5c26038b7b", "name": "AI Agent - Team Suggestion", "type": "@n8n/n8n-nodes-langchain.agent", "position": [ -416, 368 ], "parameters": { "text": "=You are an expert project scoping agent. Given this client data, recommend a team composition, estimate hours, and evaluate budget adequacy:\n\nClient Data:\n- Company: {{ $json.companyName }}\n- Project: {{ $json.projectName }}\n- Project Type: {{ $json.projectType }}\n- Budget: ${{ $json.budget }}\n- Timeline: {{ $json.timeline }}\n- Scope: {{ $json.projectScope }}\n\nReturn JSON:\n{\n \"roles\": [\"role1\",\"role2\",...],\n \"estimatedHours\": number,\n \"isBudgetSufficient\": boolean,\n \"priority\": \"low|medium|high\",\n \"justification\": \"text\"\n}", "options": { "systemMessage": "You are an agency AI agent for project scoping and team planning." }, "promptType": "define", "hasOutputParser": true }, "typeVersion": 1.6 }, { "id": "251809f2-5955-4af3-a22b-daa2628057cc", "name": "Merge AI Insights", "type": "n8n-nodes-base.code", "position": [ -80, 368 ], "parameters": { "jsCode": "// Merge AI agent output with client data\nconst data = $input.first().json;\nlet aiOut;\ntry {\n aiOut = JSON.parse(data.output);\n} catch (e) {\n aiOut = {\n roles: ['Project Manager','Developer','Designer'],\n estimatedHours: 200,\n isBudgetSufficient: false,\n priority: 'medium',\n justification: 'Fallback values used'\n };\n}\n\nreturn {\n json: {\n ...data,\n suggestedTeam: aiOut.roles,\n estimatedHours: aiOut.estimatedHours,\n isBudgetSufficient: aiOut.isBudgetSufficient,\n priority: aiOut.priority,\n teamSize: aiOut.roles.length,\n hourlyRate: Math.round(data.budget / aiOut.estimatedHours),\n aiAnalysis: aiOut.justification\n }\n};" }, "typeVersion": 2 }, { "id": "6884ae96-18c2-4aaa-bbcc-4eb7e5d78cf5", "name": "Generate Proposal", "type": "n8n-nodes-base.code", "position": [ 64, 528 ], "parameters": { "jsCode": "// Generate personalized proposal content\nconst data = $input.first().json;\n\nconst proposalContent = `\n\n\n \n\n\n
\n

Project Proposal

\n

For ${data.companyName}

\n
\n \n

Project Overview

\n
\n

Project Name: ${data.projectName}

\n

Client: ${data.clientName}

\n

Project Type: ${data.projectType}

\n

Timeline: ${data.timeline}

\n

Start Date: ${data.startDate}

\n

End Date: ${data.endDate}

\n
\n \n

Project Scope

\n
\n

${data.projectScope}

\n
\n \n

Recommended Team

\n
\n

Team Size: ${data.teamSize} professionals

\n

Estimated Hours: ${data.estimatedHours} hours

\n
\n ${data.suggestedTeam.map(role => `
${role}
`).join('')}\n
\n
\n \n

Investment

\n
\n

$${data.budget.toLocaleString()}

\n

Estimated Hourly Rate: $${data.hourlyRate}

\n
\n \n

Project Deliverables

\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n
PhaseDeliverableTimeline
Phase 1: DiscoveryRequirements Document, WireframesWeek 1-2
Phase 2: DesignVisual Designs, PrototypesWeek 3-4
Phase 3: DevelopmentWorking Software/AssetsWeek 5-10
Phase 4: Testing & LaunchQA Report, Final DeliveryWeek 11-12
\n \n

Next Steps

\n
\n
    \n
  1. Review and sign this proposal
    2. \n
  2. Complete contract via DocuSign
    3. \n
  3. Attend kickoff meeting
    4. \n
  4. Provide initial assets and access
    5. \n
  5. Project begins on ${data.startDate}
    6. \n
\n
\n \n
\n

Thank you for choosing our agency!

\n

Questions? Contact us at user@example.com

\n
\n\n\n`;\n\nreturn {\n json: {\n ...data,\n proposalHtml: proposalContent,\n proposalFileName: `Proposal_${data.companyName.replace(/\\s/g, '_')}_${Date.now()}.pdf`\n }\n};" }, "typeVersion": 2 }, { "id": "5cd3ec5a-5f6e-4881-a251-b653cdaa4734", "name": "Create Asana Project", "type": "n8n-nodes-base.asana", "position": [ 224, 336 ], "parameters": { "name": "={{ $json.projectName }} - {{ $json.companyName }}", "workspace": "1211637335390340", "otherProperties": {} }, "credentials": { "asanaApi": { "id": "credential-id", "name": "asanaApi Credential" } }, "typeVersion": 1 }, { "id": "f2418b9c-dfa0-45a7-b3aa-fd5b32d3a742", "name": "Generate Tasks", "type": "n8n-nodes-base.code", "position": [ 256, 592 ], "parameters": { "jsCode": "// Generate project tasks based on project type and timeline\nconst data = $input.first().json;\n\nconst standardTasks = [\n { name: 'Kickoff Meeting', assignee: 'Project Manager', dueOffset: 1 },\n { name: 'Gather Requirements', assignee: 'Project Manager', dueOffset: 3 },\n { name: 'Create Project Brief', assignee: 'Project Manager', dueOffset: 5 },\n { name: 'Design Phase - Wireframes', assignee: 'UI/UX Designer', dueOffset: 10 },\n { name: 'Design Phase - Visual Design', assignee: 'UI/UX Designer', dueOffset: 15 },\n { name: 'Client Review - Design', assignee: 'Project Manager', dueOffset: 18 },\n { name: 'Development Phase Start', assignee: 'Lead Developer', dueOffset: 21 },\n { name: 'Mid-Project Check-in', assignee: 'Project Manager', dueOffset: 35 },\n { name: 'QA Testing', assignee: 'QA Tester', dueOffset: 50 },\n { name: 'Client UAT', assignee: 'Project Manager', dueOffset: 55 },\n { name: 'Final Revisions', assignee: 'Team', dueOffset: 60 },\n { name: 'Launch/Delivery', assignee: 'Project Manager', dueOffset: 65 },\n { name: 'Post-Launch Review', assignee: 'Project Manager', dueOffset: 70 }\n];\n\nconst tasks = standardTasks.map(task => {\n const dueDate = new Date(data.startDate);\n dueDate.setDate(dueDate.getDate() + task.dueOffset);\n \n return {\n name: task.name,\n assignee: task.assignee,\n dueDate: dueDate.toISOString().split('T')[0],\n description: `Task for ${data.projectName}`,\n priority: task.dueOffset < 10 ? 'high' : 'normal'\n };\n});\n\nreturn {\n json: {\n ...data,\n tasks: tasks,\n taskCount: tasks.length\n }\n};" }, "typeVersion": 2 }, { "id": "d37c092a-0aff-44bc-b474-d52c5167c649", "name": "Create Slack Channel", "type": "n8n-nodes-base.slack", "position": [ 512, 352 ], "webhookId": "edb15a7b-8af4-423d-a2a0-214f727731c7", "parameters": { "operation": "create" }, "credentials": { "slackApi": { "id": "credential-id", "name": "slackApi Credential" } }, "typeVersion": 2.1 }, { "id": "8398e5a3-67b0-4f58-9285-f121f18a6549", "name": "Send Slack Welcome", "type": "n8n-nodes-base.slack", "position": [ 544, 624 ], "webhookId": "fbd1984a-e97f-4de5-ab9c-21e664350175", "parameters": { "text": "=πŸŽ‰ Welcome to your project channel, {{ $json.companyName }}!\n\nπŸ“‹ **Project:** {{ $json.projectName }}\nπŸ’° **Budget:** ${{ $json.budget }}\nπŸ“… **Timeline:** {{ $json.startDate }} to {{ $json.endDate }}\nπŸ‘₯ **Team Size:** {{ $json.teamSize }} members\n\n**Your Team:**\n{{ $json.suggestedTeam.map(role => 'β€’ ' + role).join('\\n') }}\n\nWe'll use this channel for all project communications. Looking forward to working together!", "select": "channel", "channelId": { "__rl": true, "mode": "id", "value": "={{ $json.channelId }}" }, "otherOptions": {} }, "credentials": { "slackApi": { "id": "credential-id", "name": "slackApi Credential" } }, "typeVersion": 2.1 }, { "id": "11879f0d-ea22-4ff5-970e-f50170fee82c", "name": "Send Welcome Email", "type": "n8n-nodes-base.gmail", "position": [ 864, 656 ], "webhookId": "c6a89e6a-b365-46d1-beec-33a09a83f8b3", "parameters": { "sendTo": "={{ $json.clientEmail }}", "message": "=Hi {{ $json.clientName }},\n\nWelcome aboard! We're thrilled to partner with {{ $json.companyName }} on {{ $json.projectName }}.\n\n**What's Next:**\n\n1. βœ… Review your personalized proposal (attached)\n2. ✍️ Sign the contract via DocuSign (link coming shortly)\n3. πŸ“… Join our kickoff meeting (calendar invite sent separately)\n4. πŸ’¬ Access your dedicated Slack channel for project updates\n5. πŸš€ Project kickoff on {{ $json.startDate }}\n\n**Your Project Details:**\nβ€’ Budget: ${{ $json.budget }}\nβ€’ Timeline: {{ $json.timeline }}\nβ€’ Team Size: {{ $json.teamSize }} professionals\nβ€’ Priority: {{ $json.priority }}\n\n**Your Dedicated Team:**\n{{ $json.suggestedTeam.map(role => 'β€’ ' + role).join('\\n') }}\n\nWe've created a comprehensive project plan in Asana where you can track progress in real-time.\n\n**Client Portal Access:**\nURL: https://portal.agency.com\nUsername: {{ $json.clientEmail }}\n(Password will be sent separately)\n\nIf you have any questions before we kick off, feel free to reply to this email or reach out via Slack.\n\nExcited to get started!\n\nBest regards,\nThe Agency Team\n\n---\nThis is an automated onboarding email. Your dedicated project manager will be in touch within 24 hours.", "options": {}, "subject": "=πŸŽ‰ Welcome to Our Agency - {{ $json.projectName }}" }, "credentials": { "gmailOAuth2": { "id": "credential-id", "name": "gmailOAuth2 Credential" } }, "typeVersion": 2.1 }, { "id": "b7da0224-d315-4e3f-b761-25d1b3003718", "name": "Create HubSpot Contact", "type": "n8n-nodes-base.hubspot", "position": [ 832, 352 ], "parameters": { "email": "user@example.com", "options": {}, "authentication": "appToken", "additionalFields": {} }, "credentials": { "hubspotAppToken": { "id": "credential-id", "name": "hubspotAppToken Credential" } }, "typeVersion": 2 }, { "id": "285627c0-9e6b-464a-bde7-66f69bc5888b", "name": "Log to Google Sheets", "type": "n8n-nodes-base.googleSheets", "position": [ 1280, 464 ], "parameters": { "columns": { "value": {}, "schema": [ { "id": "client Name", "type": "string", "display": true, "required": false, "displayName": "client Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "client Phone", "type": "string", "display": true, "required": false, "displayName": "client Phone", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "client Email", "type": "string", "display": true, "required": false, "displayName": "client Email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "company Name", "type": "string", "display": true, "required": false, "displayName": "company Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "project Name", "type": "string", "display": true, "required": false, "displayName": "project Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "project Scope", "type": "string", "display": true, "required": false, "displayName": "project Scope", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "budget", "type": "string", "display": true, "required": false, "displayName": "budget", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "timeline", "type": "string", "display": true, "required": false, "displayName": "timeline", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "start Date", "type": "string", "display": true, "required": false, "displayName": "start Date", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "end Date", "type": "string", "display": true, "required": false, "displayName": "end Date", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "project Type", "type": "string", "display": true, "required": false, "displayName": "project Type", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "industry", "type": "string", "display": true, "required": false, "displayName": "industry", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "preferences", "type": "string", "display": true, "required": false, "displayName": "preferences", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "communication Preference", "type": "string", "display": true, "required": false, "displayName": "communication Preference", "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/1H3BF_uqLMhrxXZnMg4r1RXX30lftIaxmYiZxqkSFsZU/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1H3BF_uqLMhrxXZnMg4r1RXX30lftIaxmYiZxqkSFsZU", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1H3BF_uqLMhrxXZnMg4r1RXX30lftIaxmYiZxqkSFsZU/edit?usp=drivesdk", "cachedResultName": "Client Onboarding" } }, "credentials": { "googleSheetsOAuth2Api": { "id": "credential-id", "name": "googleSheetsOAuth2Api Credential" } }, "typeVersion": 4.4 }, { "id": "245c95d1-e5df-427b-b17e-cee3628f5448", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -1056, -32 ], "parameters": { "width": 288, "height": 560, "content": "πŸ“© **TRIGGER: New Client Submission**\n\nCaptures comprehensive client details from Jotform:\nβ€’ Client/Company information\nβ€’ Project scope and requirements\nβ€’ Budget and timeline\nβ€’ Communication preferences\n\nCreate your intake form on [Jotform](https://www.jotform.com/?partner=mediajade)\n\n**Required Form Fields:**\n- Client Name\n- Company Name\n- Email & Phone\n- Project Name & Type\n- Budget & Timeline\n- Project Scope (long text)\n- Industry & Preferences" }, "typeVersion": 1 }, { "id": "8dd11531-9d79-464b-b584-cac258d4b63e", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ -736, 96 ], "parameters": { "height": 432, "content": "🧾 **PARSE & NORMALIZE**\n\nExtracts and standardizes all client data from Jotform submission.\n\nHandles multiple field name formats (q3_field, field, etc.)\n\nPrepares clean data structure for downstream processing." }, "typeVersion": 1 }, { "id": "52c49cf3-27e0-41ca-b160-ea99a779b57e", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ -464, 64 ], "parameters": { "width": 272, "height": 576, "content": "πŸ€– **AI AGENT - TEAM SUGGESTION**\n\nReplaces the static logic node with a LangChain AI Agent:\nβ€’ Analyzes project input data\nβ€’ Suggests optimal roles & hours\nβ€’ Evaluates budget adequacy & priority\nβ€’ Generates justification text" }, "typeVersion": 1 }, { "id": "fd913e86-e028-4d0c-a464-d2ef6654aba7", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ -160, -16 ], "parameters": { "width": 256, "height": 400, "content": "πŸ“„ **PROPOSAL GENERATION**\n\nCreates beautiful, branded HTML proposal:\n\nβ€’ Project overview\nβ€’ Recommended team\nβ€’ Investment breakdown\nβ€’ Deliverables timeline\nβ€’ Next steps\n\nReady for PDF conversion or DocuSign!\n\n**Customize:**\nEdit HTML template with your branding, colors, and logo." }, "typeVersion": 1 }, { "id": "d70eab5c-5cc6-4daa-9c90-7b7d308fed1a", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ 128, -16 ], "parameters": { "width": 320, "height": 736, "content": "πŸ“Š **PROJECT MANAGEMENT SETUP**\n\n**Asana Project Creation:**\nβ€’ Creates new project\nβ€’ Sets timeline and notes\nβ€’ Links to client data\n\n**Task Generation:**\nβ€’ 13 standard tasks\nβ€’ Auto-assigned to roles\nβ€’ Due dates calculated from start date\nβ€’ Customizable per project type\n\nPhases: Discovery β†’ Design β†’ Development β†’ Testing β†’ Launch" }, "typeVersion": 1 }, { "id": "b22c2ef8-5c13-4a4a-bdeb-3e6a5fe4e7e1", "name": "Sticky Note5", "type": "n8n-nodes-base.stickyNote", "position": [ 464, 0 ], "parameters": { "width": 256, "height": 816, "content": "πŸ’¬ **SLACK WORKSPACE SETUP**\n\n**Channel Creation:**\nβ€’ Private client-specific channel\nβ€’ Named: client-company-name\nβ€’ Topic set to project name\n\n**Welcome Message:**\nβ€’ Project overview\nβ€’ Team introduction\nβ€’ Budget & timeline\nβ€’ Communication guidelines\n\n**Team Invitations:**\nManually invite suggested team members or automate with Slack API!" }, "typeVersion": 1 }, { "id": "f3259ceb-0244-4398-990e-e7bc240666fa", "name": "Sticky Note6", "type": "n8n-nodes-base.stickyNote", "position": [ 800, 0 ], "parameters": { "width": 288, "height": 832, "content": "βœ‰οΈ **CLIENT COMMUNICATION**\n\n**Welcome Email includes:**\nβœ… Personalized greeting\nβœ… Project details recap\nβœ… Team introduction\nβœ… Next steps checklist\nβœ… Portal access info\nβœ… Slack channel invite\nβœ… Contact information\n\n**Attachments:**\nβ€’ Proposal PDF\nβ€’ Getting Started Guide\nβ€’ Brand Guidelines\n\nFully customizable HTML template!" }, "typeVersion": 1 }, { "id": "f8d1a847-4da5-480f-81d7-8b2d5a7baa1b", "name": "Sticky Note7", "type": "n8n-nodes-base.stickyNote", "position": [ 1184, 112 ], "parameters": { "width": 304, "height": 480, "content": "πŸ“ˆ **CRM & ANALYTICS**\n\n**HubSpot Contact:**\nβ€’ Creates new contact\nβ€’ Sets lifecycle stage to 'customer'\nβ€’ Adds company details\nβ€’ Tags with project type\nβ€’ Lead status: OPEN\n\n**Google Sheets Log:**\nβ€’ Complete client database\nβ€’ Project tracking\nβ€’ Budget & timeline data\nβ€’ Team assignments\nβ€’ Analytics & reporting\n\nConnect to Data Studio for dashboards!" }, "typeVersion": 1 }, { "id": "c473c2ca-e754-457f-9195-ba75a1690c64", "name": "OpenAI Chat Model", "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "position": [ -416, 624 ], "parameters": { "model": { "__rl": true, "mode": "list", "value": "gpt-4.1-mini" }, "options": {} }, "credentials": { "openAiApi": { "id": "credential-id", "name": "openAiApi Credential" } }, "typeVersion": 1.2 }, { "id": "2f02d7ac-87c8-416e-aa67-a7c13b5f9541", "name": "Jotform Trigger", "type": "n8n-nodes-base.jotFormTrigger", "position": [ -1024, 384 ], "webhookId": "client-onboarding", "parameters": { "form": "252862984356471" }, "credentials": { "jotFormApi": { "id": "credential-id", "name": "jotFormApi Credential" } }, "typeVersion": 1 } ], "pinData": {}, "connections": { "Generate Tasks": { "main": [ [ { "node": "Create Slack Channel", "type": "main", "index": 0 } ] ] }, "Jotform Trigger": { "main": [ [ { "node": "Parse Client Data", "type": "main", "index": 0 } ] ] }, "Generate Proposal": { "main": [ [ { "node": "Create Asana Project", "type": "main", "index": 0 }, { "node": "Generate Tasks", "type": "main", "index": 0 } ] ] }, "Merge AI Insights": { "main": [ [ { "node": "Generate Proposal", "type": "main", "index": 0 } ] ] }, "OpenAI Chat Model": { "ai_languageModel": [ [ { "node": "AI Agent - Team Suggestion", "type": "ai_languageModel", "index": 0 } ] ] }, "Parse Client Data": { "main": [ [ { "node": "AI Agent - Team Suggestion", "type": "main", "index": 0 } ] ] }, "Send Slack Welcome": { "main": [ [ { "node": "Send Welcome Email", "type": "main", "index": 0 }, { "node": "Create HubSpot Contact", "type": "main", "index": 0 } ] ] }, "Send Welcome Email": { "main": [ [ { "node": "Log to Google Sheets", "type": "main", "index": 0 } ] ] }, "Create Asana Project": { "main": [ [ { "node": "Create Slack Channel", "type": "main", "index": 0 } ] ] }, "Create Slack Channel": { "main": [ [ { "node": "Send Slack Welcome", "type": "main", "index": 0 } ] ] }, "Create HubSpot Contact": { "main": [ [ { "node": "Log to Google Sheets", "type": "main", "index": 0 } ] ] }, "AI Agent - Team Suggestion": { "main": [ [ { "node": "Merge AI Insights", "type": "main", "index": 0 } ] ] } } }, "lastUpdatedBy": 29, "workflowInfo": { "nodeCount": 21, "nodeTypes": { "n8n-nodes-base.code": { "count": 4 }, "n8n-nodes-base.asana": { "count": 1 }, "n8n-nodes-base.gmail": { "count": 1 }, "n8n-nodes-base.slack": { "count": 2 }, "n8n-nodes-base.hubspot": { "count": 1 }, "n8n-nodes-base.stickyNote": { "count": 8 }, "n8n-nodes-base.googleSheets": { "count": 1 }, "n8n-nodes-base.jotFormTrigger": { "count": 1 }, "@n8n/n8n-nodes-langchain.agent": { "count": 1 }, 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