Closed-Won to Kickoff in One Workflow: A Client Onboarding Handoff Automation in n8n

Описание и применение

Автоматизация перехода от закрытия сделки к запуску проекта: один рабочий процесс в n8n, использующий id сделки для обеспечения идемпотентности, генерацию брифинга LLM, создание клиентской записи, общей папки, чек-листа задач и черновиков приветственного письма и приглашения на стартовый звонок.

Задача

Sales closes deals but delivery never receives a consistent handoff, leading to duplicated welcome emails, missing shared folders, and incomplete client records across systems.

Результат

The workflow ensures idempotent onboarding steps, prevents duplicate welcome emails, creates all necessary artifacts, and provides a dashboard via the onboarding_runs table to monitor progress and stuck runs.

Рабочий процесс

• Trigger webhook on CRM stage change to "won"
• Insert deal_id into onboarding_runs table, ignoring conflicts
• Generate handoff brief with LLM and store in brief column
• Create client record if not already done
• Create shared folder from template if not already done
• Create task checklist if not already done
• Draft welcome email and kickoff invite for review
• Send internal ping with brief
• Schedule daily check for runs stuck >2 hours

Доказательства

trigger on the CRM stage change to won, key everything on the deal id so a retried webhook can't create a second client

Источник

Track each step in a onboarding_runs table so a failure halfway resumes instead of starting over

Источник

Ask the model for strict JSON with these fields: goals, in_scope, out_of_scope, promises_made, deadlines, stakeholders, risks, open_questions

Источник