{
  "name": "Streamline client onboarding with PDF, Trello, Slack, Gmail & Airtable",
  "nodes": [
    {
      "id": "b0da85ba-e7ab-42eb-9f72-6fd8ac7b7c04",
      "name": "Log Client",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
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    },
    {
      "id": "adbee833-3cc8-47e3-90c6-b991ca4858ea",
      "name": "Assign Tier Logic",
      "type": "n8n-nodes-base.code",
      "position": [
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    },
    {
      "id": "aab04da1-8f8e-413e-bf27-7e8c7ceac7ec",
      "name": "Send Welcome Email",
      "type": "n8n-nodes-base.gmail",
      "position": [
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      ]
    },
    {
      "id": "e706ee53-10c7-407e-bdff-422b2f77a22d",
      "name": "Archive Data",
      "type": "n8n-nodes-base.airtable",
      "position": [
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    },
    {
      "id": "57212a0d-860c-4439-8bf8-0a36c00d1572",
      "name": "Schedule Weekly Summary",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
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    },
    {
      "id": "7f6efa67-3ac2-45d4-bb58-0759a8843fec",
      "name": "Weekly Report - Data Processing",
      "type": "n8n-nodes-base.code",
      "position": [
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    {
      "id": "2a26989a-a526-4593-8058-aa33c4db937f",
      "name": "Weekly Report - Data Collection",
      "type": "n8n-nodes-base.airtable",
      "position": [
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    },
    {
      "id": "a028e0e8-25de-4b7e-b4b7-7af41ea918fd",
      "name": "Client Onboarding Webhook",
      "type": "n8n-nodes-base.webhook",
      "position": [
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    },
    {
      "id": "d45149ac-24f8-455c-a3e9-c27d9e9033a0",
      "name": "Email Validation",
      "type": "n8n-nodes-verifiemail.verifiEmail",
      "position": [
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    },
    {
      "id": "0bd3ad3c-9864-4b36-9bb5-bea1da3fe66f",
      "name": "Email Validity Check",
      "type": "n8n-nodes-base.if",
      "position": [
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    },
    {
      "id": "884dd44e-4891-4101-bdb7-461dcc133f8a",
      "name": "Generate Welcome PDF",
      "type": "n8n-nodes-htmlcsstopdf.htmlcsstopdf",
      "position": [
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      ]
    },
    {
      "id": "c6c0e5b5-3172-4b9f-a69b-fb3a7a2f7d19",
      "name": "Send Slack Notification",
      "type": "n8n-nodes-base.slack",
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    },
    {
      "id": "222a7b72-8cb6-4dc9-9d21-8398f253ce9d",
      "name": "Create Trello Task Card",
      "type": "n8n-nodes-base.trello",
      "position": [
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      ]
    },
    {
      "id": "4ddbdf58-799a-45f9-ba22-6444faa3691b",
      "name": "Download PDF File",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
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      ]
    },
    {
      "id": "26c5bb27-a4b0-4a7d-970e-9ecd8478d317",
      "name": "Send Weekly Report Email",
      "type": "n8n-nodes-base.gmail",
      "position": [
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      ]
    },
    {
      "id": "222bd0c0-04d9-42c7-b94f-002df0711f4c",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
        "width": 384,
        "height": 368,
        "content": "## 📌 MAIN OVERVIEW \n\nThis workflow automates:\n1. **Client onboarding** with **email validation**\n2. **Tier assignment** (Basic/Pro/Premium)\n3. Task creation in **Trello** for **CSM** team\n4. Personali"
      }
    },
    {
      "id": "00f3ea8b-c7d9-4d56-bef2-0633e6cafae4",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -64,
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      ],
      "parameters": {
        "width": 384,
        "height": 336,
        "content": "## EMAIL VALIDATION\n\n1. Capture client details from **form submission (Webhook)**.\n2. **Validate email authenticity** to avoid fake signups.\n3. Only proceed with valid entries → invalid entries are dr"
      }
    },
    {
      "id": "6ca96f9c-cccd-47ba-b4ec-eef79b7e3d26",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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        -288
      ],
      "parameters": {
        "width": 416,
        "height": 352,
        "content": "## CLIENT LOGGING & TIER ASSIGNMENT \n\n1. **Log client** details in **Google Sheets** for record-keeping.\n2. Assign **tier (Basic/Pro)** automatically using logic function (e.g., plan selected or budge"
      }
    },
    {
      "id": "14baceb6-f61f-45b5-a6fa-1b952dd9054c",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1088,
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      ],
      "parameters": {
        "width": 464,
        "height": 336,
        "content": "## TASK CREATION & ONBOARDING PDF\n\n1. Auto-create **Trello task card** for onboarding tasks.\n2. Generate **personalized Welcome Pack PDF** (includes client name, plan details, support contacts).\n3. St"
      }
    },
    {
      "id": "45e3b3ad-6525-4ac5-b3da-d04348d5a75b",
      "name": "Sticky Note4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1632,
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      ],
      "parameters": {
        "width": 560,
        "height": 304,
        "content": "## TEAM & CLIENT COMMUNICATION \n\n1. Send **Slack notification** to internal team about **new client onboarding**.\n2. Send personalized email with **attached PDF** to client."
      }
    },
    {
      "id": "b2433eb7-7030-4f3a-acd0-7413f6d47858",
      "name": "Sticky Note5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2240,
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      ],
      "parameters": {
        "width": 224,
        "height": 320,
        "content": "## DATA STORAGE \n\nArchive all onboarding details (client info, assigned tier, PDF link, onboarding status) in **Airtable**."
      }
    },
    {
      "id": "80044205-e54c-41e2-ab64-93d7efee1a45",
      "name": "Sticky Note6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        608,
        160
      ],
      "parameters": {
        "width": 752,
        "height": 368,
        "content": "## WEEKLY REPORTING \n\n1. Schedule a **weekly trigger**.\n2. Collect onboarding data from **Airtable/Sheets**.\n3. Process stats (number of onboarded clients, tier distribution).\n4. Send **weekly report*"
      }
    }
  ],
  "connections": {
    "Log Client": {
      "main": [
        [
          {
            "node": "Assign Tier Logic",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Email Validation": {
      "main": [
        [
          {
            "node": "Email Validity Check",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Assign Tier Logic": {
      "main": [
        [
          {
            "node": "Create Trello Task Card",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Download PDF File": {
      "main": [
        [
          {
            "node": "Send Welcome Email",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Send Welcome Email": {
      "main": [
        [
          {
            "node": "Archive Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Email Validity Check": {
      "main": [
        [
          {
            "node": "Log Client",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Generate Welcome PDF": {
      "main": [
        [
          {
            "node": "Send Slack Notification",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Create Trello Task Card": {
      "main": [
        [
          {
            "node": "Generate Welcome PDF",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Schedule Weekly Summary": {
      "main": [
        [
          {
            "node": "Weekly Report - Data Collection",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Send Slack Notification": {
      "main": [
        [
          {
            "node": "Download PDF File",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Client Onboarding Webhook": {
      "main": [
        [
          {
            "node": "Email Validation",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Weekly Report - Data Collection": {
      "main": [
        [
          {
            "node": "Weekly Report - Data Processing",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Weekly Report - Data Processing": {
      "main": [
        [
          {
            "node": "Send Weekly Report Email",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}