This workflow follows the Airtable → Chainllm recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"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": "<your credential>"
}
}
},
{
"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": "<your credential>"
}
}
},
{
"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": "<your credential>"
}
}
},
{
"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": "<your credential>"
}
}
},
{
"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": "<your credential>"
}
}
},
{
"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": "<your credential>"
}
}
},
{
"parameters": {
"operation": "create",
"base": {
"__rl": true,
"value": "appyNbvdQDmIUAZsA",
"mode": "list",
"cachedResultName": "AI SOP Execution Engine",
"cachedResultUrl": "https://airtable.com/appyNbvdQDmIUAZsA"
},
"table": {
"__rl": true,
"value": "tblP6RNBYSJeaxIp1",
"mode": "list",
"cachedResultName": "Tasks",
"cachedResultUrl": "https://airtable.com/appyNbvdQDmIUAZsA/tblP6RNBYSJeaxIp1"
},
"columns": {
"mappingMode": "defineBelow",
"value": {
"Task ID": "={{ \"TASK-\" + Date.now() }}",
"Client ID": "={{ $json.fields['Client ID'] }}",
"Company Name": "={{ $json.fields['Company Name'] }}",
"Task": "Schedule kickoff meeting with the client.",
"Assigned to": "={{ $('Update Account Manager').item.json.fields['Account Manager'] }}",
"Priority": "High",
"Status": "Pending"
},
"matchingColumns": [],
"schema": [
{
"id": "Task ID",
"displayName": "Task 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": "Task",
"displayName": "Task",
"required": false,
"defaultMatch": false,
"canBeUsedToMatch": true,
"display": true,
"type": "string",
"readOnly": false,
"removed": false
},
{
"id": "Assigned to",
"displayName": "Assigned to",
"required": false,
"defaultMatch": false,
"canBeUsedToMatch": true,
"display": true,
"type": "string",
"readOnly": false,
"removed": false
},
{
"id": "Priority",
"displayName": "Priority",
"required": false,
"defaultMatch": false,
"canBeUsedToMatch": true,
"display": true,
"type": "options",
"options": [
{
"name": "High",
"value": "High"
},
{
"name": "Medium",
"value": "Medium"
},
{
"name": "Low",
"value": "Low"
}
],
"readOnly": false,
"removed": false
},
{
"id": "Status",
"displayName": "Status",
"required": false,
"defaultMatch": false,
"canBeUsedToMatch": true,
"display": true,
"type": "options",
"options": [
{
"name": "Pending",
"value": "Pending"
},
{
"name": "In Progress",
"value": "In Progress"
},
{
"name": "Completed",
"value": "Completed"
},
{
"name": "Blocked",
"value": "Blocked"
},
{
"name": "Cancelled",
"value": "Cancelled"
}
],
"readOnly": false,
"removed": false
},
{
"id": "Due Date",
"displayName": "Due Date",
"required": false,
"defaultMatch": false,
"canBeUsedToMatch": true,
"display": true,
"type": "dateTime",
"readOnly": false,
"removed": false
}
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {}
},
"type": "n8n-nodes-base.airtable",
"typeVersion": 2.2,
"position": [
3264,
-416
],
"id": "7214ec21-7166-4d14-88b4-77e520dc055c",
"name": "Create Internal Task",
"credentials": {
"airtableTokenApi": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"sendTo": "cvillacarlos33@gmail.com",
"subject": " New Enterprise Client Ready for Onboarding",
"emailType": "text",
"message": "=A new Enterprise client has been onboarded. \n\nCompany: {{ $json.fields[\"Company Name\"] }} \nClient ID: {{ $json.fields[\"Client ID\"] }} \nTask: Schedule kickoff meeting. \nPriority: High \n\nPlease review the Tasks table and begin onboarding.",
"options": {}
},
"type": "n8n-nodes-base.gmail",
"typeVersion": 2.2,
"position": [
3472,
-416
],
"id": "8f66e1f7-b588-4e14-846a-5a084b64e929",
"name": "Notify Operations Team",
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
}
},
{
"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,
-240
],
"id": "4ccca213-9b4a-4063-87a5-b76fc2dbdc37",
"name": "Create Client Record1",
"credentials": {
"airtableTokenApi": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"jsCode": "return [{\n json: {\n ...$json,\n account_manager: \"SMB Success Team\"\n }\n}];"
},
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
2096,
-240
],
"id": "b70bb9d9-c26e-4119-b40a-020a2ea4e28c",
"name": "Assign Account Manager1"
},
{
"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,
-240
],
"id": "a9f1e0a6-8426-490e-85ed-ad2758ca9721",
"name": "Update Account Manager1",
"credentials": {
"airtableTokenApi": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"sendTo": "={{ $('Recieve New Client').item.json.body.email }}",
"subject": "Welcome! Your SMB Onboarding Has Started",
"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": [
2480,
-240
],
"id": "1970d29b-acc9-471d-b321-24b61d9d0b5d",
"name": "Send Welcome Email1",
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"operation": "create",
"base": {
"__rl": true,
"value": "appyNbvdQDmIUAZsA",
"mode": "list",
"cachedResultName": "AI SOP Execution Engine",
"cachedResultUrl": "https://airtable.com/appyNbvdQDmIUAZsA"
},
"table": {
"__rl": true,
"value": "tblP6RNBYSJeaxIp1",
"mode": "list",
"cachedResultName": "Tasks",
"cachedResultUrl": "https://airtable.com/appyNbvdQDmIUAZsA/tblP6RNBYSJeaxIp1"
},
"columns": {
"mappingMode": "defineBelow",
"value": {
"Task ID": "={{ \"TASK-\" + Date.now() }}",
"Client ID": "={{ $('Assign Account Manager1').item.json.fields['Client ID'] }}",
"Company Name": "={{ $('Update Account Manager1').item.json.fields['Company Name'] }}",
"Task": "Contact client within 1 business day.",
"Assigned to": "={{ $('Update Account Manager1').item.json.fields['Account Manager'] }}",
"Priority": "Medium",
"Status": "Pending"
},
"matchingColumns": [],
"schema": [
{
"id": "Task ID",
"displayName": "Task 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": "Task",
"displayName": "Task",
"required": false,
"defaultMatch": false,
"canBeUsedToMatch": true,
"display": true,
"type": "string",
"readOnly": false,
"removed": false
},
{
"id": "Assigned to",
"displayName": "Assigned to",
"required": false,
"defaultMatch": false,
"canBeUsedToMatch": true,
"display": true,
"type": "string",
"readOnly": false,
"removed": false
},
{
"id": "Priority",
"displayName": "Priority",
"required": false,
"defaultMatch": false,
"canBeUsedToMatch": true,
"display": true,
"type": "options",
"options": [
{
"name": "High",
"value": "High"
},
{
"name": "Medium",
"value": "Medium"
},
{
"name": "Low",
"value": "Low"
}
],
"readOnly": false,
"removed": false
},
{
"id": "Status",
"displayName": "Status",
"required": false,
"defaultMatch": false,
"canBeUsedToMatch": true,
"display": true,
"type": "options",
"options": [
{
"name": "Pending",
"value": "Pending"
},
{
"name": "In Progress",
"value": "In Progress"
},
{
"name": "Completed",
"value": "Completed"
},
{
"name": "Blocked",
"value": "Blocked"
},
{
"name": "Cancelled",
"value": "Cancelled"
}
],
"readOnly": false,
"removed": false
},
{
"id": "Due Date",
"displayName": "Due Date",
"required": false,
"defaultMatch": false,
"canBeUsedToMatch": true,
"display": true,
"type": "dateTime",
"readOnly": false,
"removed": false
}
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {}
},
"type": "n8n-nodes-base.airtable",
"typeVersion": 2.2,
"position": [
2656,
-240
],
"id": "b9524321-c393-4315-b7c8-2ea410ab222c",
"name": "Create Internal Task1",
"credentials": {
"airtableTokenApi": {
"name": "<your credential>"
}
}
},
{
"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": "={{ $json.fields['Client ID'] }}",
"Company Name": "={{ $json.fields['Company Name'] }}",
"Activity": "SMB client onboarded. Standard onboarding initiated.",
"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": "Timest
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
airtableTokenApigmailOAuth2googlePalmApi
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About this workflow
AI SOP Execution Engine. Uses airtable, lmChatGoogleGemini, chainLlm, outputParserStructured. Webhook trigger; 32 nodes.
Source: https://github.com/christianautom8/ai-sop-execution-engine/blob/main/workflow/ai-sop-execution-engine-v1.json — original creator credit. Request a take-down →
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