{ "name": "Client Onboarding (ep09)", "nodes": [ { "parameters": { "formTitle": "New client intake \u2014 Northgate Labs", "formDescription": "Five minutes now saves us both a week of email.", "formFields": { "values": [ { "fieldLabel": "Company name", "placeholder": "Acme Inc.", "requiredField": true }, { "fieldLabel": "Contact name", "placeholder": "Who signs off?", "requiredField": true }, { "fieldLabel": "Contact email", "fieldType": "email", "requiredField": true }, { "fieldLabel": "Project type", "fieldType": "dropdown", "fieldOptions": { "values": [ { "option": "Automation retainer" }, { "option": "Website build" }, { "option": "Ongoing support" } ] }, "requiredField": true }, { "fieldLabel": "Kickoff date", "fieldType": "date", "requiredField": true }, { "fieldLabel": "Main goal for the first 90 days", "fieldType": "textarea", "requiredField": true } ] }, "options": {} }, "id": "e9000000-0000-4000-8000-000000000001", "name": "New client intake", "type": "n8n-nodes-base.formTrigger", "typeVersion": 2.2, "position": [ 200, 300 ] }, { "parameters": { "jsCode": "// One folder per client, plus a welcome doc from a template.\nconst fs = require('fs');\nconst path = require('path');\nconst base = $env.EP09_DIR;\nconst j = $input.first().json;\n\nconst slug = j['Company name'].toLowerCase().replace(/[^a-z0-9]+/g, '-').replace(/(^-|-$)/g, '');\nconst dir = path.join(base, 'clients', slug);\nfs.mkdirSync(dir, { recursive: true });\n\nlet doc = fs.readFileSync(path.join(base, 'templates', 'welcome-template.md'), 'utf8');\ndoc = doc.replace(/{{company}}/g, j['Company name'])\n .replace(/{{contact}}/g, j['Contact name'])\n .replace(/{{goal}}/g, j['Main goal for the first 90 days'])\n .replace(/{{kickoff}}/g, String(j['Kickoff date']).slice(0, 10));\nfs.writeFileSync(path.join(dir, 'welcome.md'), doc);\n\nj.slug = slug;\nj.dir = dir;\nreturn $input.all();" }, "id": "e9000000-0000-4000-8000-000000000002", "name": "Client folder + welcome doc", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 420, 300 ] }, { "parameters": { "jsCode": "// Contract from a template. SAMPLE ribbon stays in \u2014 fictional client, fictional terms.\nconst fs = require('fs');\nconst path = require('path');\nconst base = $env.EP09_DIR;\nconst j = $input.first().json;\n\nlet html = fs.readFileSync(path.join(base, 'templates', 'contract-template.html'), 'utf8');\nhtml = html.replace(/{{company}}/g, j['Company name'])\n .replace(/{{contact}}/g, j['Contact name'])\n .replace(/{{project}}/g, j['Project type'])\n .replace(/{{kickoff}}/g, String(j['Kickoff date']).slice(0, 10))\n .replace(/{{date_today}}/g, new Date().toISOString().slice(0, 10));\nfs.writeFileSync(path.join(j.dir, 'contract.html'), html);\nreturn $input.all();" }, "id": "e9000000-0000-4000-8000-000000000003", "name": "Contract from template", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 640, 300 ] }, { "parameters": { "jsCode": "// A real calendar invite: 45 minutes, 10:00 local, on the kickoff date.\nconst fs = require('fs');\nconst path = require('path');\nconst j = $input.first().json;\n\nconst d = String(j['Kickoff date']).slice(0, 10).replace(/-/g, '');\nconst ics = [\n 'BEGIN:VCALENDAR', 'VERSION:2.0', 'PRODID:-//Northgate Labs//Onboarding//EN',\n 'BEGIN:VEVENT', 'UID:' + j.slug + '-kickoff@shipsitself.local',\n 'DTSTART:' + d + 'T100000', 'DTEND:' + d + 'T104500',\n 'SUMMARY:Kickoff - ' + j['Company name'],\n 'DESCRIPTION:First 90 days: ' + j['Main goal for the first 90 days'].replace(/\\n/g, ' '),\n 'END:VEVENT', 'END:VCALENDAR',\n].join('\\r\\n');\nfs.writeFileSync(path.join(j.dir, 'kickoff.ics'), ics);\nreturn $input.all();" }, "id": "e9000000-0000-4000-8000-000000000004", "name": "Kickoff invite (.ics)", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 860, 300 ] }, { "parameters": { "jsCode": "// One CRM: a CSV I can open, sort, and grep. Header written on first run.\nconst fs = require('fs');\nconst path = require('path');\nconst base = $env.EP09_DIR;\nconst j = $input.first().json;\n\nconst file = path.join(base, 'crm', 'crm.csv');\nif (!fs.existsSync(file)) {\n fs.writeFileSync(file, 'Company,Contact,Email,Project,Kickoff,Status,Created\\n');\n}\nconst esc = (v) => '\"' + String(v).replace(/\"/g, '\"\"') + '\"';\nconst row = [\n j['Company name'], j['Contact name'], j['Contact email'], j['Project type'],\n String(j['Kickoff date']).slice(0, 10), 'Onboarding', new Date().toISOString(),\n].map(esc).join(',');\nfs.appendFileSync(file, row + '\\n');\nreturn $input.all();" }, "id": "e9000000-0000-4000-8000-000000000005", "name": "CRM row", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 1080, 300 ] }, { "parameters": { "jsCode": "// Task checklist with real dates: T+1, T+3, T+7 from kickoff.\nconst fs = require('fs');\nconst path = require('path');\nconst base = $env.EP09_DIR;\nconst j = $input.first().json;\n\nconst kick = String(j['Kickoff date']).slice(0, 10);\nconst plus = (n) => {\n const t = new Date(kick);\n t.setDate(t.getDate() + n);\n return t.toISOString().slice(0, 10);\n};\nlet md = fs.readFileSync(path.join(base, 'templates', 'checklist-template.md'), 'utf8');\nmd = md.replace(/{{company}}/g, j['Company name'])\n .replace(/{{contact}}/g, j['Contact name'])\n .replace(/{{kickoff}}/g, kick)\n .replace(/{{t1}}/g, plus(1)).replace(/{{t3}}/g, plus(3)).replace(/{{t7}}/g, plus(7));\nfs.writeFileSync(path.join(j.dir, 'tasks.md'), md);\nreturn $input.all();" }, "id": "e9000000-0000-4000-8000-000000000006", "name": "Task checklist", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 1300, 300 ] }, { "parameters": { "operation": "completion", "completionTitle": "Onboarding complete", "completionMessage": "Folder, welcome doc, contract, calendar invite, CRM entry, and task checklist were just created.", "options": {} }, "id": "e9000000-0000-4000-8000-000000000007", "name": "Done page", "type": "n8n-nodes-base.form", "typeVersion": 1, "position": [ 1520, 300 ] } ], "connections": { "New client intake": { "main": [ [ { "node": "Client folder + welcome doc", "type": "main", "index": 0 } ] ] }, "Client folder + welcome doc": { "main": [ [ { "node": "Contract from template", "type": "main", "index": 0 } ] ] }, "Contract from template": { "main": [ [ { "node": "Kickoff invite (.ics)", "type": "main", "index": 0 } ] ] }, "Kickoff invite (.ics)": { "main": [ [ { "node": "CRM row", "type": "main", "index": 0 } ] ] }, "CRM row": { "main": [ [ { "node": "Task checklist", "type": "main", "index": 0 } ] ] }, "Task checklist": { "main": [ [ { "node": "Done page", "type": "main", "index": 0 } ] ] } }, "settings": { "executionOrder": "v1" } }