{ "name": "AI SOP Execution Engine", "nodes": [ { "parameters": { "assignments": { "assignments": [ { "id": "bfbcb533-889b-49b3-a38f-c8d14d7785c7", "name": "=company_name", "value": "={{$json.body.company_name}}", "type": "string" }, { "id": "053e4ca0-ce5d-4ce3-9f58-eb820080dee9", "name": "contact_name", "value": "={{ $json.body.contact_name }}", "type": "string" }, { "id": "18bbb84d-26e0-4ec6-b800-d825c33a26ac", "name": "email", "value": "={{ $json.body.email }}", "type": "string" }, { "id": "6a8bbe61-e365-478a-9d35-e8dca47e5242", "name": "industry", "value": "={{ $json.body.industry }}", "type": "string" }, { "id": "49d3d53f-6fd9-4f9d-bf30-53647571d6e8", "name": "service", "value": "={{ $json.body.service }}", "type": "string" }, { "id": "c21c2ac0-0f72-4467-af20-18b48582184f", "name": "client-type", "value": "={{ $json.body.client_type }}", "type": "string" } ] }, "options": {} }, "type": "n8n-nodes-base.set", "typeVersion": 3.5, "position": [ 160, 0 ], "id": "2dca6fc5-c944-465f-b897-48bf24a4f597", "name": "Normalize Client Data" }, { "parameters": { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 3 }, "conditions": [ { "id": "04af422e-8d02-4327-b6d3-0cd016c99be7", "leftValue": "={{ $json.company_name }}", "rightValue": "", "operator": { "type": "string", "operation": "notEmpty", "singleValue": true } }, { "id": "90cf37de-d999-4c92-97e6-04429143e0cf", "leftValue": "={{ $json.email }}", "rightValue": "", "operator": { "type": "string", "operation": "notEmpty", "singleValue": true } } ], "combinator": "and" }, "options": {} }, "type": "n8n-nodes-base.if", "typeVersion": 2.3, "position": [ 336, 0 ], "id": "3898e64b-6a85-4a03-8c6a-31771121c3a9", "name": "Required Fields?" }, { "parameters": { "jsCode": "const company = $input.first().json.company_name;\n\nconst prefix = company\n .replace(/[^A-Za-z]/g, \"\")\n .toUpperCase()\n .substring(0, 3);\n\nconst random = Math.floor(1000 + Math.random() * 9000);\n\nreturn [{\n json: {\n ...$input.first().json,\n client_id: `${prefix}-${random}`\n }\n}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 544, -96 ], "id": "a4be0b5e-d545-45b0-844d-ce537235f782", "name": "Generate Client ID" }, { "parameters": { "operation": "search", "base": { "__rl": true, "value": "appyNbvdQDmIUAZsA", "mode": "list", "cachedResultName": "AI SOP Execution Engine", "cachedResultUrl": "https://airtable.com/appyNbvdQDmIUAZsA" }, "table": { "__rl": true, "value": "tblA8BGjg3lJ3l3B9", "mode": "list", "cachedResultName": "Clients", "cachedResultUrl": "https://airtable.com/appyNbvdQDmIUAZsA/tblA8BGjg3lJ3l3B9" }, "filterByFormula": "={Email} = \"{{ $json.email }}\"", "returnAll": false, "options": {} }, "type": "n8n-nodes-base.airtable", "typeVersion": 2.2, "position": [ 784, -32 ], "id": "d23661d1-e1a3-45da-bbf8-a0c753144c31", "name": "Search Existing Client", "alwaysOutputData": true, "credentials": { "airtableTokenApi": { "name": "" } } }, { "parameters": { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 3 }, "conditions": [ { "id": "4e01e9f8-feff-4037-839d-be993ff50b60", "leftValue": "={{ $json.id }}", "rightValue": 0, "operator": { "type": "string", "operation": "notEmpty", "singleValue": true } } ], "combinator": "and" }, "options": {} }, "type": "n8n-nodes-base.if", "typeVersion": 2.3, "position": [ 960, -32 ], "id": "68563788-97ea-4656-9bfd-494334b1ef85", "name": "Duplicate Client" }, { "parameters": { "httpMethod": "POST", "path": "new-client", "options": {} }, "type": "n8n-nodes-base.webhook", "typeVersion": 2.1, "position": [ -48, 0 ], "id": "0a76f911-b610-417c-bd00-bb6025ae5759", "name": "Recieve New Client" }, { "parameters": { "assignments": { "assignments": [ { "id": "ad5a9145-8ec5-40ed-bc64-b587a5e12e55", "name": "success", "value": false, "type": "boolean" }, { "id": "10d57b71-e4c2-468f-8d63-065068a53e48", "name": "message", "value": "Client already exists", "type": "string" }, { "id": "f15a44c1-0722-4110-a452-f167c8bc28aa", "name": "status", "value": "duplicate", "type": "string" }, { "id": "2e5e9414-334c-4f4e-b473-b07fd30189bd", "name": "existing_client_id", "value": "={{$json.fields[\"Client ID\"]}}", "type": "string" } ] }, "options": {} }, "type": "n8n-nodes-base.set", "typeVersion": 3.5, "position": [ 1168, -96 ], "id": "8c48e64a-15cb-4804-bd3d-da3eff74aecd", "name": "Duplicate Response" }, { "parameters": { "modelName": "models/gemini-2.5-flash", "options": {} }, "type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini", "typeVersion": 1.1, "position": [ 1152, 224 ], "id": "0cd230be-3d8d-4018-a1a6-750c871cea30", "name": "Google Gemini Chat Model", "credentials": { "googlePalmApi": { "name": "" } } }, { "parameters": { "promptType": "define", "text": "You are an experienced Operations Manager responsible for reviewing newly signed clients before they enter the company's onboarding process.\n\nYour job is to analyze the client information and provide an operational assessment that will help the Sales, Operations, Finance, and IT departments prepare for onboarding.\n\nClient Information\n\nCompany Name: {{ $json.company_name }}\n\nContact Name: {{ $json.contact_name }}\n\nEmail: {{ $json.email }}\n\nIndustry: {{ $json.industry }}\n\nRequested Service: {{ $json.service }}\n\nClient Type: {{ $json.client_type }}\n\nInstructions:\n\n- Assess the business risk of onboarding this client.\n- Estimate the onboarding complexity.\n- Identify any missing information that may delay onboarding.\n- Recommend the next operational steps.\n- Determine the onboarding priority.\n\nReturn ONLY valid JSON matching the required schema.\n\nDo not include markdown.\nDo not include explanations.\nDo not wrap the JSON in code fences.", "hasOutputParser": true, "batching": {} }, "type": "@n8n/n8n-nodes-langchain.chainLlm", "typeVersion": 1.9, "position": [ 1168, 48 ], "id": "eafb56d8-4bfb-4dbb-8f21-59fa116cd435", "name": "AI Client Summary" }, { "parameters": { "jsonSchemaExample": "{\n \"executive_summary\": \"The client appears ready for onboarding.\",\n \"business_risk\": \"Low\",\n \"onboarding_complexity\": \"Medium\",\n \"missing_information\": [\n \"Signed Master Service Agreement\",\n \"Billing contact\"\n ],\n \"recommended_next_steps\": [\n \"Create CRM record\",\n \"Assign Account Manager\",\n \"Schedule kickoff meeting\"\n ],\n \"priority_level\": \"Medium\"\n}" }, "type": "@n8n/n8n-nodes-langchain.outputParserStructured", "typeVersion": 1.3, "position": [ 1312, 240 ], "id": "c3a33553-d7bb-46e7-81c9-317217a771f2", "name": "Structured Output Parser" }, { "parameters": { "rules": { "values": [ { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 3 }, "conditions": [ { "leftValue": "={{ $json[\"client-type\"] }}", "rightValue": "Enterprise", "operator": { "type": "string", "operation": "equals" }, "id": "c5615a15-8362-475e-89ef-d90872f99a83" } ], "combinator": "and" }, "renameOutput": true, "outputKey": "Enterprise" }, { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 3 }, "conditions": [ { "id": "0b65b5c3-d6e9-4052-bf4f-25359f901588", "leftValue": "={{ $json[\"client-type\"] }}", "rightValue": "SMB", "operator": { "type": "string", "operation": "equals", "name": "filter.operator.equals" } } ], "combinator": "and" }, "renameOutput": true, "outputKey": "SMB" }, { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 3 }, "conditions": [ { "id": "77f56655-617b-472b-8383-748c191fd8ae", "leftValue": "={{ $json[\"client-type\"] }}", "rightValue": "Startup", "operator": { "type": "string", "operation": "equals", "name": "filter.operator.equals" } } ], "combinator": "and" }, "renameOutput": true, "outputKey": "Startup" } ] }, "options": {} }, "type": "n8n-nodes-base.switch", "typeVersion": 3.4, "position": [ 1648, -256 ], "id": "817264c3-f4dc-4afa-b137-07b33603c84c", "name": "Route Client Type" }, { "parameters": { "mode": "combine", "combineBy": "combineByPosition", "options": {} }, "type": "n8n-nodes-base.merge", "typeVersion": 3.2, "position": [ 1456, -240 ], "id": "177f74b5-49dc-42ad-96d9-b62f4a8bf85b", "name": "Merge Client + AI" }, { "parameters": { "jsCode": "const managers = {\n Manufacturing: \"John Santos\",\n FinTech: \"Sarah Lee\",\n Healthcare: \"Michael Cruz\",\n Logistics: \"John Santos\",\n Technology: \"Alex Johnson\"\n};\n\nconst industry = $json.fields[\"Industry\"];\n\nreturn [{\n json: {\n ...$json,\n account_manager: managers[industry] || \"Unassigned\"\n }\n}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 2096, -416 ], "id": "1a618c97-bb52-435a-bd32-4593115e49c1", "name": "Assign Account Manager" }, { "parameters": { "operation": "upsert", "base": { "__rl": true, "value": "appyNbvdQDmIUAZsA", "mode": "list", "cachedResultName": "AI SOP Execution Engine", "cachedResultUrl": "https://airtable.com/appyNbvdQDmIUAZsA" }, "table": { "__rl": true, "value": "tbl4QbuAFbozD4kXj", "mode": "list", "cachedResultName": "CRM", "cachedResultUrl": "https://airtable.com/appyNbvdQDmIUAZsA/tbl4QbuAFbozD4kXj" }, "columns": { "mappingMode": "defineBelow", "value": { "Client ID": "={{ $('Merge Client + AI').item.json.client_id }}", "Company Name": "={{ $('Merge Client + AI').item.json.company_name }}", "Contact Name": "={{ $('Merge Client + AI').item.json.contact_name }}", "Email": "={{ $('Merge Client + AI').item.json.email }}", "Industry": "={{ $('Merge Client + AI').item.json.industry }}", "Account Manager": "Unassigned", "Deal Stage": "Qualified", "Status": "Open" }, "matchingColumns": [ "id" ], "schema": [ { "id": "id", "displayName": "id", "required": false, "defaultMatch": true, "display": true, "type": "string", "readOnly": true }, { "id": "Client ID", "displayName": "Client ID", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Company Name", "displayName": "Company Name", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Contact Name", "displayName": "Contact Name", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Email", "displayName": "Email", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Industry", "displayName": "Industry", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Account Manager", "displayName": "Account Manager", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Deal Stage", "displayName": "Deal Stage", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "options", "options": [ { "name": "Qualified", "value": "Qualified" }, { "name": "Onboarding", "value": "Onboarding" }, { "name": "Active", "value": "Active" }, { "name": "Completed", "value": "Completed" } ], "readOnly": false, "removed": false }, { "id": "TImeline", "displayName": "TImeline", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Status", "displayName": "Status", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "options", "options": [ { "name": "Open", "value": "Open" }, { "name": "In Progress", "value": "In Progress" }, { "name": "Closed", "value": "Closed" } ], "readOnly": false, "removed": false }, { "id": "Created At", "displayName": "Created At", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": true, "removed": true } ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {} }, "type": "n8n-nodes-base.airtable", "typeVersion": 2.2, "position": [ 1904, -416 ], "id": "8de06832-0b45-47ed-96e9-076471ffa1f4", "name": "Create Client Record", "credentials": { "airtableTokenApi": { "name": "" } } }, { "parameters": { "operation": "update", "base": { "__rl": true, "value": "appyNbvdQDmIUAZsA", "mode": "list", "cachedResultName": "AI SOP Execution Engine", "cachedResultUrl": "https://airtable.com/appyNbvdQDmIUAZsA" }, "table": { "__rl": true, "value": "tbl4QbuAFbozD4kXj", "mode": "list", "cachedResultName": "CRM", "cachedResultUrl": "https://airtable.com/appyNbvdQDmIUAZsA/tbl4QbuAFbozD4kXj" }, "columns": { "mappingMode": "defineBelow", "value": { "Account Manager": "={{ $json.account_manager }}", "Client ID": "={{ $json.fields['Client ID'] }}", "Company Name": "={{ $json.fields['Company Name'] }}", "Contact Name": "={{ $json.fields['Contact Name'] }}", "Email": "={{ $json.fields.Email }}", "Industry": "={{ $json.fields.Industry }}", "Deal Stage": "={{ $json.fields['Deal Stage'] }}", "Status": "={{ $json.fields.Status }}" }, "matchingColumns": [ "Client ID" ], "schema": [ { "id": "Client ID", "displayName": "Client ID", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Company Name", "displayName": "Company Name", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Contact Name", "displayName": "Contact Name", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Email", "displayName": "Email", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Industry", "displayName": "Industry", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Account Manager", "displayName": "Account Manager", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Deal Stage", "displayName": "Deal Stage", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "options", "options": [ { "name": "Qualified", "value": "Qualified" }, { "name": "Onboarding", "value": "Onboarding" }, { "name": "Active", "value": "Active" }, { "name": "Completed", "value": "Completed" } ], "readOnly": false, "removed": false }, { "id": "TImeline", "displayName": "TImeline", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Status", "displayName": "Status", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "options", "options": [ { "name": "Open", "value": "Open" }, { "name": "In Progress", "value": "In Progress" }, { "name": "Closed", "value": "Closed" } ], "readOnly": false, "removed": false }, { "id": "Created At", "displayName": "Created At", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": true, "removed": true } ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {} }, "type": "n8n-nodes-base.airtable", "typeVersion": 2.2, "position": [ 2288, -416 ], "id": "0fe91b6e-3b81-453d-b821-0524daa3ece8", "name": "Update Account Manager", "credentials": { "airtableTokenApi": { "name": "" } } }, { "parameters": { "jsCode": "const timeline = [\n {\n day: 1,\n task: \"Kickoff Meeting\"\n },\n {\n day: 2,\n task: \"Requirements Gathering\"\n },\n {\n day: 4,\n task: \"Solution Design\"\n },\n {\n day: 7,\n task: \"Workflow Development\"\n },\n {\n day: 10,\n task: \"Client Review\"\n }\n];\n\nreturn [{\n json: {\n ...$json,\n deal_timeline: timeline\n }\n}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 2480, -416 ], "id": "caabc48b-4805-45f2-a81d-d73ac9fcfd3d", "name": "Create Deal Timeline" }, { "parameters": { "jsCode": "const checklist = [\n {\n task: \"Send welcome email\",\n status: \"Pending\"\n },\n {\n task: \"Schedule kickoff meeting\",\n status: \"Pending\"\n },\n {\n task: \"Collect required documents\",\n status: \"Pending\"\n },\n {\n task: \"Set up client workspace\",\n status: \"Pending\"\n },\n {\n task: \"Begin implementation\",\n status: \"Pending\"\n }\n];\n\nreturn [{\n json: {\n ...$json,\n onboarding_checklist: checklist\n }\n}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 2672, -416 ], "id": "7c4c9c51-cf63-4e90-a3df-9fab3af194e8", "name": "Generate Onboarding Checklist1" }, { "parameters": { "sendTo": "={{ $('Recieve New Client').item.json.body.email }}", "subject": "Welcome to Our Onboarding Process", "emailType": "text", "message": "=Hi {{ $json.fields['Contact Name'] }}, \n\nWelcome! We're excited to work with {{ $json.fields['Company Name'] }}. \n\nYour onboarding process has officially started. \n\nYour assigned Account Manager is: {{ $json.fields['Account Manager'] }}. \n\nOur team will contact you shortly to schedule the kickoff meeting. \n\nBest regards, \nThe Team", "options": {} }, "type": "n8n-nodes-base.gmail", "typeVersion": 2.2, "position": [ 2880, -416 ], "id": "51a1fc70-d6f8-441f-88ae-be229330ad12", "name": "Send Welcome Email", "credentials": { "gmailOAuth2": { "name": "" } } }, { "parameters": { "operation": "create", "base": { "__rl": true, "value": "appyNbvdQDmIUAZsA", "mode": "list", "cachedResultName": "AI SOP Execution Engine", "cachedResultUrl": "https://airtable.com/appyNbvdQDmIUAZsA" }, "table": { "__rl": true, "value": "tblSH4YiMC91C4V8W", "mode": "list", "cachedResultName": "CRM Activity Log", "cachedResultUrl": "https://airtable.com/appyNbvdQDmIUAZsA/tblSH4YiMC91C4V8W" }, "columns": { "mappingMode": "defineBelow", "value": { "Activity ID": "={{ \"ACT-\" + Date.now() }}", "Client ID": "={{ $('Generate Onboarding Checklist1').item.json.fields['Client ID'] }}", "Company Name": "={{ $('Generate Onboarding Checklist1').item.json.fields['Company Name'] }}", "Activity": "Enterprise client created. Account manager assigned. Initial onboarding timeline generated.", "Status": "Completed" }, "matchingColumns": [], "schema": [ { "id": "Activity ID", "displayName": "Activity ID", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Client ID", "displayName": "Client ID", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Company Name", "displayName": "Company Name", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Activity", "displayName": "Activity", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "Status", "displayName": "Status", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "options", "options": [ { "name": "Qualified", "value": "Qualified" }, { "name": "Onboarding", "value": "Onboarding" }, { "name": "Active", "value": "Active" }, { "name": "Completed", "value": "Completed" } ], "readOnly": false, "removed": false }, { "id": "Timestamp", "displayName": "Timestamp", "required": false, "defaultMatch": false, "canBeUsedToMatch": true, "display": true, "type": "string", "readOnly": true, "removed": true } ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {} }, "type": "n8n-nodes-base.airtable", "typeVersion": 2.2, "position": [ 3072, -416 ], "id": "d7fdd025-c8ad-410b-a95a-4ab41eb459ba", "name": "Log CRM Activity", "credentials": { "airtableTokenApi": { "name": "" } } }, { "parameters": { "operation": "create", "base": { "__rl": true, "value": "appyNbvdQDmIUAZsA", "mode": "list", "cachedResultName": "AI SOP Execution Engine", "cachedResultUrl": "https://airtable.com/appyNbvdQDmIUAZsA" }, "table": { "__rl": true, "value": 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