Chris Rudy
DTC Marketing consultant with over 6 years of experience and over $25m in ad spend managed
Templates by Chris Rudy
Automate marketing agency client onboarding: Typeform to GDrive + OpenAI research
Who's it for Marketing agencies, digital agencies, and freelancers who need to streamline their client onboarding process and create consistent, professional documentation for new clients. Perfect for teams handling multiple client intakes who want to save hours of manual setup work while maintaining quality standards. What it does This workflow automates the entire client onboarding journey from the moment a prospect fills out your Typeform intake questionnaire. It instantly creates a complete Google Drive folder structure with 6 main folders and 15+ subfolders tailored for marketing projects, sends the intake information to your team via Slack, generates an AI-powered marketing research brief using OpenAI, implements an approval workflow with revision capabilities, and delivers a professional welcome email to the client. The system ensures nothing falls through the cracks while maintaining consistent quality across all client projects. How it works Intake Trigger: When a client submits your Typeform intake form, the workflow automatically initiates Folder Creation: Creates a branded client folder in Google Drive with organized subfolders for ads, raw footage, product images, research, drafts, and archives Team Notification: Posts detailed intake responses to your designated Slack channel for immediate team visibility AI Brief Generation: Uses OpenAI to analyze intake responses and generate a comprehensive marketing research document including customer personas, pain points, positioning strategies, and marketing angles Approval Process: Sends the brief for team review with built-in approve/revise functionality Document Creation: Upon approval, creates a Google Doc with the finalized research brief Client Communication: Sends a personalized welcome email to the client confirming their onboarding How to set up Configure the workflow: Start by filling in all values in the "⚙️ Configuration" node: Your Typeform ID from your intake form Google Drive parent folder ID where client folders will be created Slack channel IDs for new client notifications and internal reviews OpenAI model preference (GPT-4 recommended) Welcome email template with your agency branding Connect your accounts: Typeform: Create credentials and connect your account Google: Authenticate with Drive, Docs, and Gmail permissions Slack: Add the n8n bot to your workspace and relevant channels OpenAI: Add your API key for AI content generation Test the workflow: Submit a test entry through your Typeform Verify folder creation in Google Drive Check Slack notifications are posting correctly Confirm the approval process works as expected Requirements Typeform account with a client intake form created Google Workspace account with Drive, Docs, and Gmail access Slack workspace with appropriate channels created OpenAI API key with credits for content generation n8n instance (self-hosted or cloud) version 1.0+ How to customize the workflow Folder Structure: Modify the subfolder nodes to match your agency's project organization needs Intake Fields: Update the Slack message blocks and AI prompt to match your specific Typeform fields Research Brief Template: Customize the OpenAI prompt to generate briefs aligned with your agency's format Approval Logic: Add additional approval stages or skip approval for certain client types Welcome Email: Personalize the email template with your branding, links, and next steps Notification Channels: Route different types of notifications to specific Slack channels based on client tier or project type
By Chris RudyGenerate meta & TikTok ad copy with OpenAI and Slack approval workflow
Who's it for Marketing teams, copywriters, and agencies who need to quickly generate and iterate on ad copies for Meta and TikTok campaigns. Perfect for brands that want AI-powered copy generation with human review and approval built into the workflow. What it does This workflow automates the ad copy creation process by: Collecting brand and product information through a form Using AI to generate tailored ad copies based on brand type (Fashion or Problem-Solution) Sending copies to Slack for team review and approval Handling revision requests with feedback incorporation Limiting revisions to 3 rounds to maintain efficiency How to set up Configure your OpenAI credentials in the OpenAI nodes Set up Slack integration and select your review channel in all Slack nodes Customize the AI prompts in the OpenAI nodes to match your brand voice Test the form to ensure file uploads and data collection work properly Activate the workflow when ready Requirements OpenAI API access (GPT-3.5 or GPT-4) Slack workspace with appropriate channel permissions Self-hosted n8n instance (for file upload functionality) How to customize Adjust the AI prompts in OpenAI nodes to match your specific industry or brand guidelines Modify the revision limit in the "Edit Fields: Revision Counter Max 3" node Add additional brand types in the form dropdown and corresponding AI nodes Customize Slack messages to match your team's communication style
By Chris RudyAutomate installation booking approvals with Slack & Gmail forms
Who's it for Service businesses that handle installation appointments and need an efficient approval process. Perfect for HVAC companies, internet providers, appliance installers, or any business that requires team coordination before confirming customer appointments. How it works This workflow automates your entire installation booking process from form submission to customer communication. When a customer submits a booking request, your team gets notified via Slack with easy approve/reject buttons. Based on the team's decision, customers automatically receive either a confirmation email with appointment details or a friendly reschedule request with a new booking link. How to set up Connect your accounts: Link your Slack workspace and Gmail account to n8n Configure the Slack channel: Update the SLACKCHANNELID in the "Set Fields" node with your desired channel Customize your branding: Update COMPANYNAME, CONTACTPERSON, and RESCHEDULE_LINK variables Deploy the form: Use the form trigger URL on your website or share it directly with customers Test the workflow: Submit a test booking to ensure everything works smoothly Requirements Active Slack workspace with a designated channel for booking notifications Gmail account for sending automated emails Basic n8n account (free tier works perfectly) How to customize the workflow The workflow is designed for easy customization through the "Set Fields" node. You can modify: Time slots: Edit the dropdown options in the form trigger Email templates: Customize confirmation and reschedule email content Slack notifications: Adjust the message format and approval options Form fields: Add or remove customer information fields as needed The configuration variables in the "Set Fields" node make it easy to adapt this workflow to your specific business needs without touching the core logic.
By Chris RudyMeta ads bulk launcher with Google Drive integration and Slack notifications
Who's it for Marketing teams, agencies, and businesses who regularly create tens or hundreds of Facebook ads and store their creative assets in Google Drive. Perfect for teams who want to stop doing manual work of uploading and setting up ads. What it does This workflow automates the entire Facebook ad creation process from a simple form submission. Users provide a Google Drive link to their media file, ad copy, and target URL through a form. The workflow then automatically fetches the media from Google Drive, creates a new Facebook ad with proper naming conventions (matching the Drive file name), applies tracking parameters, and publishes it to the specified ad set. It sends Slack notifications upon successful ad creation or if errors occur. How it works User submits a form with Google Drive media link, ad set name, ad text, and destination URL Workflow authenticates and fetches the image/video from Google Drive Creates a Facebook ad with the media, using the Drive filename as the ad name Applies UTM tracking parameters automatically Disables Facebook's automated rules to maintain manual control Sends status updates via Slack (success or failure notifications) Requirements Self-hosted n8n instance Google Drive account with API access Facebook Business Manager with active ad account(s) Slack workspace for notifications How to customize the workflow Connect multiple Facebook ad accounts for agency use Modify the form fields to include additional ad parameters Customize Slack notification messages and channels
By Chris Rudy