{ "name": "Automate client onboarding with Asana, Google Docs, Gmail, Slack and Sheets", "nodes": [ { "id": "2bd3710b-9667-4be7-a898-5901efda869e", "name": "Workflow Overview", "type": "n8n-nodes-base.stickyNote", "position": [ 128, 512 ], "parameters": { "width": 508, "height": 492, "content": "## 🚀 Client Onboarding Automation\n\n### How it works\nThis workflow automates the complete client onboarding process for service businesses. When a new client submits their intake form, the workflow cre" } }, { "id": "e119f12d-174d-44f4-9e6c-877ed53a2a83", "name": "Section: Intake", "type": "n8n-nodes-base.stickyNote", "position": [ 144, 1088 ], "parameters": { "width": 440, "height": 336, "content": "## 📥 Webhook & Data Processing\n\nReceives client intake form data via webhook POST request and parses 70+ fields including contact info, business details, technical requirements, and service preference" } }, { "id": "a5d406ba-f2a6-445e-862e-342d7b95458e", "name": "Section: Project", "type": "n8n-nodes-base.stickyNote", "position": [ 592, 1088 ], "parameters": { "width": 636, "height": 340, "content": "## 📋 Asana Project Setup\n\nCreates a new Asana project for the client, copies sections from a template project, retrieves all tasks from each section, and assigns them to the new project to ensure cons" } }, { "id": "370944da-e357-470a-8541-ce6ba2181ba5", "name": "Section: Contract", "type": "n8n-nodes-base.stickyNote", "position": [ 1280, 896 ], "parameters": { "width": 1056, "height": 628, "content": "## 📄 Contract Generation\n\nRetrieves a Google Docs template, replaces placeholders with client-specific information (name, fees, dates), downloads the personalized contract as PDF, then resets the temp" } }, { "id": "9f963274-d49e-4dae-89ae-56db290046c1", "name": "Section: Email", "type": "n8n-nodes-base.stickyNote", "position": [ 2384, 848 ], "parameters": { "width": 420, "height": 380, "content": "## 📧 Client Communication\n\nSends a personalized welcome email to the client with their contract attached, includes links to schedule an onboarding call and complete additional forms." } }, { "id": "2b5c2146-7f56-4349-8d90-4eb65b1cbc58", "name": "Section: Logging", "type": "n8n-nodes-base.stickyNote", "position": [ 2816, 864 ], "parameters": { "width": 448, "height": 336, "content": "## 💾 Data Logging & Team Setup\n\nLogs all client information to Google Sheets for centralized tracking and creates a dedicated Slack channel for team communication about the new client." } }, { "id": "02ea3049-edf4-4377-850c-deaffc5f9433", "name": "Credentials Note", "type": "n8n-nodes-base.stickyNote", "position": [ 3312, 944 ], "parameters": { "width": 300, "height": 244, "content": "## 🔐 Credentials & Security\n\nRequired: Asana OAuth2, Google Docs/Drive/Sheets OAuth2, Gmail OAuth2, Slack API token. Replace all template IDs, workspace numbers, and email addresses with your own befo" } }, { "id": "15c76280-fd73-4e25-9fe6-5eef70538fab", "name": "Receive Client Form", "type": "n8n-nodes-base.webhook", "position": [ 176, 1232 ] }, { "id": "1e255238-df5e-4f8e-b7a3-0578d0c64c30", "name": "Create Slack Channel", "type": "n8n-nodes-base.slack", "position": [ 3136, 1040 ] }, { "id": "4972fc0b-f530-4ca5-93a5-489f76085ac5", "name": "Create Asana Project", "type": "n8n-nodes-base.asana", "position": [ 624, 1232 ] }, { "id": "aa99cb1b-148b-40de-bac5-7df9ada18e29", "name": "Get Template Sections", "type": "n8n-nodes-base.httpRequest", "position": [ 848, 1232 ] }, { "id": "614a50c2-e0b9-43b3-b3a9-aec141a9565e", "name": "Split Sections", "type": "n8n-nodes-base.splitOut", "position": [ 1072, 1232 ] }, { "id": "30187d10-9b80-48d6-9ac1-ddd05fd31801", "name": "Create Section in New Project", "type": "n8n-nodes-base.httpRequest", "position": [ 1520, 1232 ] }, { "id": "d1343beb-7af3-43aa-93c2-7c2564e35306", "name": "Loop Through Sections", "type": "n8n-nodes-base.splitInBatches", "position": [ 1296, 1232 ] }, { "id": "57a79416-9e9f-4672-ba7c-997e9f948298", "name": "Get Tasks from Template Section", "type": "n8n-nodes-base.asana", "position": [ 1744, 1232 ] }, { "id": "98d2f445-8479-4661-bef8-bebe2f99dbb2", "name": "Add Task to New Project", "type": "n8n-nodes-base.asana", "position": [ 1968, 1312 ] }, { "id": "7cfb5d4e-b5fd-4ec3-bd05-55aef83a3289", "name": "Send Welcome Email with Contract", "type": "n8n-nodes-base.gmail", "position": [ 2416, 1040 ] }, { "id": "73044e58-1248-46cc-9d38-71c535d40824", "name": "Wait for All Tasks", "type": "n8n-nodes-base.aggregate", "position": [ 1520, 1040 ] }, { "id": "fec23f43-99f6-46de-a065-466d6ddcb799", "name": "Parse Client Data", "type": "n8n-nodes-base.set", "position": [ 400, 1232 ] }, { "id": "f8868020-0b8d-4ba4-80b4-96222f1292f5", "name": "Get Contract Template", "type": "n8n-nodes-base.googleDocs", "position": [ 1744, 1040 ] }, { "id": "4aff58b9-686f-47b3-9b64-e41abc8622c5", "name": "Populate Contract with Client Data", "type": "n8n-nodes-base.googleDocs", "position": [ 1968, 1040 ] }, { "id": "0c7925ce-d366-46d1-becb-62ffa4af8365", "name": "Download Contract as PDF", "type": "n8n-nodes-base.googleDrive", "position": [ 2192, 1040 ] }, { "id": "29f86e5d-f1e9-4cd8-ae26-96b08af80d7d", "name": "Reset Template to Blanks", "type": "n8n-nodes-base.googleDocs", "position": [ 2640, 1040 ] }, { "id": "526977b1-48f6-4672-86c5-a2f5f6ac955c", "name": "Log to Tracking Sheet", "type": "n8n-nodes-base.googleSheets", "position": [ 2864, 1040 ] } ], "connections": { "Split Sections": { "main": [ [ { "node": "Loop Through Sections", "type": "main", "index": 0 } ] ] }, "Parse Client Data": { "main": [ [ { "node": "Create Asana Project", "type": "main", "index": 0 } ] ] }, "Wait for All Tasks": { "main": [ [ { "node": "Get Contract Template", "type": "main", "index": 0 } ] ] }, "Receive Client Form": { "main": [ [ { "node": "Parse Client Data", "type": "main", "index": 0 } ] ] }, "Create Asana Project": { "main": [ [ { "node": "Get Template Sections", "type": "main", "index": 0 } ] ] }, "Get Contract Template": { "main": [ [ { "node": "Populate Contract with Client Data", "type": "main", "index": 0 } ] ] }, "Get Template Sections": { "main": [ [ { "node": "Split Sections", "type": "main", "index": 0 } ] ] }, "Log to Tracking Sheet": { "main": [ [ { "node": "Create Slack Channel", "type": "main", "index": 0 } ] ] }, "Loop Through Sections": { "main": [ [ { "node": "Wait for All Tasks", "type": "main", "index": 0 } ], [ { "node": "Create Section in New Project", "type": "main", "index": 0 } ] ] }, "Add Task to New Project": { "main": [ [ { "node": "Loop Through Sections", "type": "main", "index": 0 } ] ] }, "Download Contract as PDF": { "main": [ [ { "node": "Send Welcome Email with Contract", "type": "main", "index": 0 } ] ] }, "Reset Template to Blanks": { "main": [ [ { "node": "Log to Tracking Sheet", "type": "main", "index": 0 } ] ] }, "Create Section in New Project": { "main": [ [ { "node": "Get Tasks from Template Section", "type": "main", "index": 0 } ] ] }, "Get Tasks from Template Section": { "main": [ [ { "node": "Add Task to New Project", "type": "main", "index": 0 } ] ] }, "Send Welcome Email with Contract": { "main": [ [ { "node": "Reset Template to Blanks", "type": "main", "index": 0 } ] ] }, "Populate Contract with Client Data": { "main": [ [ { "node": "Download Contract as PDF", "type": "main", "index": 0 } ] ] } } }