Automation library · CRM

AI-powered client onboarding with Jotform and Asana

Started by an event in a connected app, and works across Asana, Gmail, Google Sheets, HubSpot and one other. It hands the judgement calls to OpenAI. 13 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

13 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
5Services it connects to

The flow

Starts it 1Model 2Logic 4Service 6

The steps in the order they run, from what starts it.

  1. 1OpenAI Chat ModelLm Chat Open AiModel
  2. 2Jotform TriggerJot Form triggerStarts it
  3. 3AI Agent - Team SuggestionAgentModel
  4. 4Parse Client DataCodeLogic
  5. 5Merge AI InsightsCodeLogic
  6. 6Generate ProposalCodeLogic
  7. 7Create Asana ProjectAsanaService
  8. 8Generate TasksCodeLogic
  9. 9Create Slack ChannelSlackService
  10. 10Send Slack WelcomeSlackService
  11. 11Send Welcome EmailGmailService
  12. 12Create HubSpot ContactHubspotService
  13. 13Log to Google SheetsGoogle SheetsService

How it's built

Starts on
An event in a connected app
Steps
13
Size
Medium: a working afternoon
Connects to
Asana, Gmail, Google Sheets, HubSpot, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Asana, Gmail, Google Sheets, HubSpot and Slack accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 13 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 13 steps before you point it at anything that matters.