Automate client nurture & testimonial collection with Notion, Email, Tally & Telegram

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Automate Client Nurture & Testimonial Collection with Notion and Email You’ve onboarded your client with elegance. Now, keep the relationship warm — and get glowing testimonials — without manual fo...

Best for

Social Media automation workflows
Lead Nurturing automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.manualtrigger, n8n-nodes-base.code, n8n-nodes-base.notion, n8n-nodes-base.if, n8n-nodes-base.emailsend, n8n-nodes-base.stickynote

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Shelly-Ann Davy.

Original n8n.io source

1.1 Workflow description

Title: Automate client nurture & testimonial collection with Notion, Email, Tally & Telegram
Workflow name: Automate client nurture & testimonial collection with Notion, Email, Tally & Telegram

Automate Client Nurture & Testimonial Collection with Notion and Email

You’ve onboarded your client with elegance. Now, keep the relationship warm — and get glowing testimonials — without manual follow-up.

This workflow listens to your Notion Clients database and automatically:

💌 Sends a 3-part nurture sequence (7, 30, 60 days)
🎉 Celebrates milestones with personalized messages
📝 Requests a testimonial at the perfect moment
💬 Notifies you on Telegram when feedback arrives
📊 Logs everything in Notion for tracking

Perfect for:

Coaches who want consistent client care
Designers building social proof
Service providers scaling with grace

No spreadsheets. No forgotten follow-ups. Just gentle, timely nurturing — on autopilot.

Prerequisites

Service	Purpose	Free Tier?
n8n	Orchestrate automation	Yes
Notion	Store client records	Yes
SMTP Email	Send nurture emails	Yes (Gmail)
Telegram	Owner notifications	Yes
Tally or Fillout	Testimonial form	Yes

🔐 Store all API keys securely in n8n’s Credentials section.

Notion Database Requirements

Your Clients database must include these properties:

Property	Type	Example
`Name`	Title	Ava Laurent
`Email`	Email	[email protected]
`Status`	Select	Confirmed
`Onboarded Date`	Date	2025-09-01
`Package`	Select	Growth, Pro
`Testimonial`	Text	“Best coach ever!”
`Consent`	Checkbox	True
`Milestone`	Select	Day 7, Day 30, Day 60

📌 Use the same database as your Onboarding Concierge.

Step-by-Step Setup Instructions

1. Import the Workflow

In n8n, go to Workflows > Create from JSON
Paste the provided JSON
Click Import

2. Set Up Credentials

Notion: Connect to your Clients database
Email: Set up SMTP (e.g., Gmail app password)
Telegram (optional): Add bot token and chat ID

🔐 Never hardcode keys.

3. Configure Nurture Emails

In the Email: Send Nurture nodes:

Customize tone for your industry (coaching, design, e-commerce)
Add your logo and branding
Include a personal note

4. Build Your Testimonial Form

Use Tally or Fillout to create a simple form:

“How has this program helped you?”
“What would you tell someone considering it?”
Webhook sends response to n8n

5. Automate the Flow

The workflow uses Schedule Triggers and Delays to send emails at:

Day 7: “Getting Started” tips
Day 30: “Midpoint Check-In” + resource
Day 60: “How’s it going?” + testimonial ask

🔁 Runs automatically for every new client.

Customization Guidance

🎨 Change email tone: Friendly, professional, or bold
🎁 Add a bonus: Send a gift card for testimonials
📲 Swap Telegram for WhatsApp: Use WhatsAble
📊 Sync to Airtable: Mirror feedback for reporting
🖥️ Build a testimonial gallery: Use Softr + Notion

This workflow grows with your business.

Nodes Used

n8n-nodes-base.notion – Monitor client status
n8n-nodes-base.email – Send nurture emails
n8n-nodes-base.tally – Collect testimonials
n8n-nodes-base.telegram – Owner alerts
n8n-nodes-base.scheduleTrigger – Time-based actions

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Manual Trigger

Type / Role: n8n-nodes-base.manualTrigger - manualTrigger
Config choices: Version 1

Block 2 - Get Date

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 3 - Notion

Type / Role: n8n-nodes-base.notion - notion
Config choices: Version 2.2

Block 4 - Calculate Days

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 5 - Day 7

Type / Role: n8n-nodes-base.if - if
Config choices: Version 1

Block 6 - Day 30

Type / Role: n8n-nodes-base.if - if
Config choices: Version 1

Block 7 - Day 60

Type / Role: n8n-nodes-base.if - if
Config choices: Version 1

Block 8 - Email 7

Type / Role: n8n-nodes-base.emailSend - emailSend
Config choices: Version 2

Block 9 - Email 30

Type / Role: n8n-nodes-base.emailSend - emailSend
Config choices: Version 2

Block 10 - Email 60

Type / Role: n8n-nodes-base.emailSend - emailSend
Config choices: Version 2

Block 11 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 12 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 13 - Sticky Note2

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 14 - Sticky Note3

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 15 - Sticky Note4

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 16 - Sticky Note5

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 17 - Sticky Note6

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

3. Summary Table

Workflow	Automate client nurture & testimonial collection with Notion, Email, Tally & Telegram
Complexity	advanced
Nodes	17
Categories	Social Media, Lead Nurturing
Author	Shelly-Ann Davy
Published	06 Sept 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/8330/8330.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Social Media workflows Lead Nurturing workflows

Frequently asked questions

What does Automate client nurture & testimonial collection with Notion, Email, Tally & Telegram do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Social Media, Lead Nurturing use case.

Shelly-Ann Davy

36 workflows

Nodes

n8n-nodes-base.manualtrigger n8n-nodes-base.code n8n-nodes-base.notion n8n-nodes-base.if n8n-nodes-base.emailsend n8n-nodes-base.stickynote

Complexity

advanced

Published 06 Sept 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/8330/8330.json

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Automate client nurture & testimonial collection with Notion, Email, Tally & Telegram

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Automate Client Nurture & Testimonial Collection with Notion and Email

Prerequisites

Notion Database Requirements

Step-by-Step Setup Instructions

1. Import the Workflow

2. Set Up Credentials

3. Configure Nurture Emails

4. Build Your Testimonial Form

5. Automate the Flow

Customization Guidance

Nodes Used

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Manual Trigger

Block 2 - Get Date

Block 3 - Notion

Block 4 - Calculate Days

Block 5 - Day 7

Block 6 - Day 30

Block 7 - Day 60

Block 8 - Email 7

Block 9 - Email 30

Block 10 - Email 60

Block 11 - Sticky Note

Block 12 - Sticky Note1

Block 13 - Sticky Note2

Block 14 - Sticky Note3

Block 15 - Sticky Note4

Block 16 - Sticky Note5

Block 17 - Sticky Note6

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions