{ "name": "Create client onboarding projects, contracts and Slack channels from form data", "nodes": [ { "id": "37d58c0b-bad3-49c2-bea9-3b82ef14d325", "name": "Workflow Overview", "type": "n8n-nodes-base.stickyNote", "position": [ -1552, -720 ], "parameters": { "width": 380, "height": 604, "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": "3e81cdc7-2f5b-47b1-99dd-9de7745be778", "name": "Section: Intake", "type": "n8n-nodes-base.stickyNote", "position": [ -1552, -48 ], "parameters": { "width": 408, "height": 304, "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": "42cccc9d-1a75-43e4-9c43-896c21a21dd2", "name": "Section: Project", "type": "n8n-nodes-base.stickyNote", "position": [ -1088, -48 ], "parameters": { "width": 540, "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": "a886b332-84ea-4807-94f9-a67c73aee5e0", "name": "Section: Contract", "type": "n8n-nodes-base.stickyNote", "position": [ -272, -256 ], "parameters": { "width": 704, "height": 596, "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": "6a0334f9-d3ce-4e70-8b7b-e94af4733673", "name": "Section: Email", "type": "n8n-nodes-base.stickyNote", "position": [ 480, -240 ], "parameters": { "width": 612, "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": "b5af3c12-c85a-4b3b-8b5c-7f2d2855da9b", "name": "Section: Logging", "type": "n8n-nodes-base.stickyNote", "position": [ 1120, -224 ], "parameters": { "width": 496, "height": 352, "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": "b573b682-2c0e-49be-86e9-2bff4f4202b7", "name": "Credentials Note", "type": "n8n-nodes-base.stickyNote", "position": [ 1664, -32 ], "parameters": { "width": 300, "height": 228, "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": "d9f1fe53-dfe3-4ff0-946b-cf0bae5d41fc", "name": "Receive Client Form", "type": "n8n-nodes-base.webhook", "position": [ -1520, 112 ] }, { "id": "b3e11653-440c-4c40-9ad3-893eb83706a5", "name": "Create Slack Channel", "type": "n8n-nodes-base.slack", "position": [ 1456, -80 ] }, { "id": "f4d5ea32-62ce-4392-8e42-0fe9bff47360", "name": "Create Asana Project", "type": "n8n-nodes-base.asana", "position": [ -1072, 112 ] }, { "id": "8d753db9-97e1-4ac9-a2ec-2562a94b8223", "name": "Get Template Sections", "type": "n8n-nodes-base.httpRequest", "position": [ -848, 112 ] }, { "id": "acb2bf03-b1b9-4af2-9992-40379811b6fc", "name": "Split Sections", "type": "n8n-nodes-base.splitOut", "position": [ -624, 112 ] }, { "id": "51469d15-88cd-4ae7-9c3f-44cf23cbac0d", "name": "Create Section in New Project", "type": "n8n-nodes-base.httpRequest", "position": [ -176, 112 ] }, { "id": "528863c8-70ce-4284-a076-be34abcbbff2", "name": "Loop Through Sections", "type": "n8n-nodes-base.splitInBatches", "position": [ -400, 112 ] }, { "id": "e47cf2cf-885d-4610-9422-64e1c65bad38", "name": "Get Tasks from Template Section", "type": "n8n-nodes-base.asana", "position": [ 64, 112 ] }, { "id": "0f1d6dd5-f8f0-4d0b-975f-d48a31f1007b", "name": "Add Task to New Project", "type": "n8n-nodes-base.asana", "position": [ 288, 192 ] }, { "id": "67a105b4-cadf-4659-9fba-8793e8be5478", "name": "Send Welcome Email with Contract", "type": "n8n-nodes-base.gmail", "position": [ 736, -80 ] }, { "id": "037e36ab-75d7-4ba4-8793-03ed5a4acb02", "name": "Wait for All Tasks", "type": "n8n-nodes-base.aggregate", "position": [ -176, -80 ] }, { "id": "6eb823bd-b9b6-4826-a0ce-e8ef1def9c5d", "name": "Parse Client Data", "type": "n8n-nodes-base.set", "position": [ -1296, 112 ] }, { "id": "0df37207-d48f-4a99-99cc-d306efa7bbdb", "name": "Get Contract Template", "type": "n8n-nodes-base.googleDocs", "position": [ 64, -80 ] }, { "id": "140c921a-59ec-47c4-8fba-c9acc3cb7b28", "name": "Populate Contract with Client Data", "type": "n8n-nodes-base.googleDocs", "position": [ 288, -80 ] }, { "id": "4bcbc69a-167e-4b02-9921-47fe124d39a6", "name": "Download Contract as PDF", "type": "n8n-nodes-base.googleDrive", "position": [ 512, -80 ] }, { "id": "12204d19-89b5-43ae-a0b6-607f3ea1daf3", "name": "Reset Template to Blanks", "type": "n8n-nodes-base.googleDocs", "position": [ 960, -80 ] }, { "id": "39d45562-03bc-4d53-bc8e-b4633b60a58f", "name": "Log to Tracking Sheet", "type": "n8n-nodes-base.googleSheets", "position": [ 1184, -80 ] } ], "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 } ] ] } } }