Automate Client Onboarding with GPT-4o-mini, Asana, Slack, Google Drive and Gmail
Automate the complete client onboarding process for AI automation services using n8n, Asana, Slack, Google Drive, and Gmail. This workflow ensures a consistent, professional, and scalable onboarding experience for every new client. --- 📌 Purpose This workflow is designed to: Eliminate manual setup tasks during client onboarding Automatically create client-specific resources (folders, projects, channels) Ensure smooth communication between your team and the client Deliver instant confirmation and welcome emails to the client --- ⚡ Trigger The workflow is triggered by an n8n Form submission (Client Onboarding Form) where clients provide: Name Email Company Name Website Proposal/Scope Document (PDF) --- 🛠️ Actions Performed Once the form is submitted, the workflow executes the following steps: Extract Proposal/Scope Document Reads the uploaded PDF and extracts key information. Rename & Store Project Data Standardizes project information for downstream steps. Google Drive Setup Creates a client folder in Drive Stores the uploaded document Saves folder ID for references Asana Setup Creates a new Asana Project from a template Uses AI (OpenAI GPT-4o-mini) to parse the proposal and generate 20–30 detailed onboarding tasks Populates Asana with automatically assigned tasks and due dates Slack Setup Creates a dedicated client Slack channel (named dynamically using the company name) Posts a welcome message with next steps and checklist Welcome Email Sends a personalized email to the client, including: Google Drive folder link Asana project access Slack channel invite Onboarding call scheduler link --- 🔧 Configuration Notes Before using this workflow, configure: Google Drive Set up OAuth2 credentials Ensure the account has folder creation permissions Asana Set up OAuth2 credentials Verify workspace permissions Ensure the correct project template is available Slack Create a Slack App with bot permissions Add OAuth scopes: channels:write chat:write users:read.email Email (SMTP or Gmail OAuth2) Configure SMTP/Gmail credentials for internal notifications Update recipient email address --- 📬 Example Outputs ✅ Slack Channel Creation ✅ Welcome Email ✅ Asana Tasks --- 🚦 Suggested Triggers While currently triggered by an n8n Form, you can adapt this workflow to start from: Payment received (Stripe/PayPal integration) Contract signed (DocuSign/HelloSign) CRM Opportunity Change (HubSpot/Pipedrive/Salesforce) --- 🏷️ Tags onboarding · automation · asana · slack · google-drive · client-success --- 📢 Notes If due dates fall on weekends, they are rolled forward to the next business day. Task breakdown leverages AI to generate detailed, sequential, and actionable onboarding steps. This workflow is optimized for scalability, ensuring every new client receives the same structured onboarding experience. ---
By Abdellah HomraniConvert blog posts to audio content with Eleven Labs & GPT-4
--- How It Works: Your Automated Audio Content System This n8n workflow streamlines the entire process of turning your written articles into engaging audio, distributing them, and tracking their performance. Here's a step-by-step breakdown: New Content Detection: The workflow starts by monitoring your blog's RSS feed. As soon as you publish a new article, the system automatically detects it. Text Extraction & Cleaning: It extracts the article's title and its main content directly from the RSS feed. Basic cleaning is performed to ensure the text is ready for high-quality voice synthesis. Audio Generation with Eleven Labs: The cleaned text is sent to Eleven Labs, a leading AI voice platform. Here, your article is transformed into a natural-sounding MP3 audio file using a voice of your choice. Secure Audio Storage: The newly generated MP3 audio file is then uploaded to your Google Drive. This provides a reliable, secure storage solution and generates a shareable public link for easy distribution. AI-Powered Metadata Creation: OpenAI steps in to generate compelling metadata for your audio. Based on your article's content, it automatically creates a catchy title, a concise description, and relevant tags or hashtags, perfect for podcast notes or social media captions. Centralized Logging: All essential details about the generated audio—including the original article's URL, the audio file's link, and the AI-generated metadata—are logged into a Google Sheet. This gives you a clear, centralized record for tracking and analysis. Automated Distribution: The workflow then proceeds to distribute your audio content. This can include sending an email notification (via Gmail) to your subscribers or marketing list with the audio link, or sending an internal alert via Slack to your team. The specific distribution channel can be configured based on your needs. Robust Error Handling: The entire workflow is built with Try/Catch blocks. If any part of the process encounters an error, the system will gracefully handle it and send an immediate notification to you via Slack, ensuring you're always aware of the workflow's status. --- Setup Steps To get this powerful automated audio content system up and running in your n8n instance, follow these steps: Prepare Your Cloud Services & API Credentials: Eleven Labs: Create an account and obtain your API Key. OpenAI: Get your API Key. Google Drive: Ensure you have a Google account. In n8n, set up a Google Drive credential. Create a dedicated folder in your Google Drive for your audio files and note its Folder ID (found in the URL when you open the folder). Google Sheets: Set up a Google Sheets credential in n8n. Create a new Google Sheet for logging with these exact column headers: Article URL, Article Title, Audio File URL, Generated Audio Title, Generated Audio Description, Generated Audio Tags, Status, Timestamp. Gmail / SMTP: Set up your Gmail credential or a generic Email credential in n8n. Slack: Set up your Slack credential in n8n. Identify the Channel IDs where you want to receive general updates and error alerts. Identify Your Text Content Source: Ensure your blog or content platform has an accessible RSS Feed. The content within this feed (specifically the description or content field) should be relatively clean text, as this will be directly processed for audio generation. Build the n8n Workflow: Open your n8n instance and create a new, blank workflow. Add each node as described in the "How It Works" section and the previous detailed explanations. Connect them sequentially. Configure Each Node's Parameters: RSS Feed: Enter your blog's RSS feed URL. Set (Extract & Clean Article Data): Use expressions to extract title, link, and clean the description or content from the RSS feed. ElevenLabs: Select your Eleven Labs credential, specify your chosen Voice ID (you can find this in your Eleven Labs dashboard), and ensure the Text field points to your cleaned article content. Google Drive: Select your Google Drive credential and enter the Folder ID you noted earlier. Ensure Allow Anyone to Read is set to True. OpenAI: Select your OpenAI credential. Configure the "Chat Completion" node with appropriate system and user prompts to generate JSON output for audioTitle, audioDescription, and audioTags. Set (Combine All Metadata): Use expressions to neatly collect and organize all the data from previous nodes into a single item. Google Sheets: Select your Google Sheets credential. Enter your Spreadsheet ID and Sheet Name. Map the data from the previous "Set" node to match your Google Sheet's column headers precisely. If: Set up your condition for email distribution (e.g., based on specific tags in generatedAudioTags). Gmail / Slack: Configure the To address/Chat ID and the message content for your notifications. Try/Catch & Error Slack: Connect the Try branch to your very first node (RSS Feed) and the Catch branch to the error Slack notification. Configure the error message in Slack to include relevant details. Test and Activate: Manual Test: Before activating, run the workflow manually in n8n. This lets you observe each step's execution and verify that data flows correctly between nodes. Verify Outputs: After a successful test run, check your Google Drive for the uploaded audio file, open your Google Sheet to confirm the data has been logged correctly, and check your email/Slack for the notifications. Activate: Once you've thoroughly tested and confirmed the workflow is functioning as intended, activate it in n8n to enable automatic execution. ---
By Marth