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

说明与用途

从成交到项目启动的自动化：在 n8n 中使用一次工作流，利用交易 ID 实现幂等性，使用 LLM 生成交接简报，创建客户记录、共享文件夹、任务清单，并草拟欢迎邮件和启动邀请。

问题

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

结果

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.

工作流

• 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

证据

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

来源

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

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

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