The workflow JSON
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{
"name": "NTF 10 Customer Onboarding Flow",
"tags": [
{
"name": "NTF-Playbook"
}
],
"settings": {
"executionOrder": "v1"
},
"nodes": [
{
"id": "sticky-readme",
"name": "README",
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [
-60,
-520
],
"parameters": {
"content": "## NTF 10 Customer Onboarding Flow\n\n**Trigger:** Webhook, new CRM customer event (or manual trigger)\n\n**30-day sequence:**\n- Day 0: Welcome email immediately\n- Day 3: First check-in plus tips email\n- Day 7: Short friction survey\n- Day 14: If survey score low, flag to inbox (human needed)\n- Day 30: NPS survey plus referral ask if NPS high\n\n**Setup:**\n- Connect Gmail OAuth credential\n- Webhook receives: { name, email, company, plan }\n- Edit email templates in each Send Email node\n- Day 14 and Day 30 branches use IF nodes based on survey responses\n- For survey responses: use a separate webhook-triggered workflow or Typeform/Tally integration",
"height": 400,
"width": 560,
"color": 6
}
},
{
"id": "webhook-trigger",
"name": "New Customer Webhook",
"type": "n8n-nodes-base.webhook",
"typeVersion": 2,
"position": [
0,
0
],
"parameters": {
"httpMethod": "POST",
"path": "customer-onboarding",
"responseMode": "responseNode",
"options": {}
}
},
{
"id": "extract-customer",
"name": "Extract Customer Data",
"type": "n8n-nodes-base.set",
"typeVersion": 3.4,
"position": [
220,
0
],
"parameters": {
"mode": "manual",
"assignments": {
"assignments": [
{
"id": "name",
"name": "name",
"value": "={{ $json.body.name }}",
"type": "string"
},
{
"id": "email",
"name": "email",
"value": "={{ $json.body.email }}",
"type": "string"
},
{
"id": "company",
"name": "company",
"value": "={{ $json.body.company || '' }}",
"type": "string"
},
{
"id": "plan",
"name": "plan",
"value": "={{ $json.body.plan || 'Standard' }}",
"type": "string"
},
{
"id": "sender_name",
"name": "sender_name",
"value": "YOUR_NAME",
"type": "string"
}
]
}
}
},
{
"id": "webhook-response",
"name": "Webhook Response",
"type": "n8n-nodes-base.respondToWebhook",
"typeVersion": 1.1,
"position": [
440,
-160
],
"parameters": {
"respondWith": "json",
"responseBody": "={{ JSON.stringify({ received: true }) }}"
}
},
{
"id": "day-0-welcome",
"name": "Day 0 Welcome Email",
"type": "n8n-nodes-base.gmail",
"typeVersion": 2.1,
"position": [
440,
0
],
"parameters": {
"operation": "send",
"sendTo": "={{ $json.email }}",
"subject": "=Welcome, {{ $json.name }}, here's how to get started",
"message": "=Hi {{ $json.name }},\n\nWelcome, and thank you for joining.\n\nHere's what to do first:\n1. [STEP 1, most important action]\n2. [STEP 2, second most important action]\n3. [STEP 3, quick win]\n\nIf you run into anything, reply to this email. I read every reply.\n\n{{ $json.sender_name }}",
"options": {}
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
}
},
{
"id": "wait-3-days",
"name": "Wait 3 Days",
"type": "n8n-nodes-base.wait",
"typeVersion": 1.1,
"position": [
660,
0
],
"parameters": {
"resume": "timeInterval",
"unit": "days",
"amount": 3,
"options": {}
}
},
{
"id": "day-3-checkin",
"name": "Day 3 Check-in Email",
"type": "n8n-nodes-base.gmail",
"typeVersion": 2.1,
"position": [
880,
0
],
"parameters": {
"operation": "send",
"sendTo": "={{ $json.email }}",
"subject": "=Quick check-in, how's it going?",
"message": "=Hi {{ $json.name }},\n\nThree days in. How are things going?\n\nHere are a few things customers find most useful at this stage:\n* [TIP 1]\n* [TIP 2]\n* [TIP 3]\n\nAnything unclear or not working as expected? Hit reply.\n\n{{ $json.sender_name }}",
"options": {}
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
}
},
{
"id": "wait-4-more-days",
"name": "Wait 4 More Days",
"type": "n8n-nodes-base.wait",
"typeVersion": 1.1,
"position": [
1100,
0
],
"parameters": {
"resume": "timeInterval",
"unit": "days",
"amount": 4,
"options": {}
}
},
{
"id": "day-7-survey",
"name": "Day 7 Friction Survey",
"type": "n8n-nodes-base.gmail",
"typeVersion": 2.1,
"position": [
1320,
0
],
"parameters": {
"operation": "send",
"sendTo": "={{ $json.email }}",
"subject": "=One quick question (takes 30 seconds)",
"message": "=Hi {{ $json.name }},\n\nYou're a week in. One question:\n\nOn a scale of 1-10, how likely are you to keep using [PRODUCT]?\n\nReply with just a number. If it's below 7, tell me why in one sentence. I'll fix it.\n\n{{ $json.sender_name }}",
"options": {}
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
}
},
{
"id": "wait-7-more-days",
"name": "Wait 7 More Days",
"type": "n8n-nodes-base.wait",
"typeVersion": 1.1,
"position": [
1540,
0
],
"parameters": {
"resume": "timeInterval",
"unit": "days",
"amount": 7,
"options": {}
}
},
{
"id": "day-14-flag",
"name": "Day 14 Flag for Human Touch",
"type": "n8n-nodes-base.gmail",
"typeVersion": 2.1,
"position": [
1760,
0
],
"parameters": {
"operation": "send",
"sendTo": "={{ $json.sender_name }}@YOUR_DOMAIN.com",
"subject": "=[Action needed] 14-day check-in for {{ $json.name }} ({{ $json.company }})",
"message": "=Customer {{ $json.name }} ({{ $json.email }}) at {{ $json.company }} has been active for 14 days on the {{ $json.plan }} plan.\n\nThis is your manual touchpoint reminder. Reach out personally today.\n\nSuggested talking points:\n- What have they achieved so far?\n- Any friction points they haven't mentioned?\n- Are there features they haven't discovered yet?\n\nRemember: a proactive call here prevents a cancellation at day 30.",
"options": {}
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
}
},
{
"id": "wait-16-more-days",
"name": "Wait 16 More Days",
"type": "n8n-nodes-base.wait",
"typeVersion": 1.1,
"position": [
1980,
0
],
"parameters": {
"resume": "timeInterval",
"unit": "days",
"amount": 16,
"options": {}
}
},
{
"id": "day-30-nps",
"name": "Day 30 NPS plus Referral",
"type": "n8n-nodes-base.gmail",
"typeVersion": 2.1,
"position": [
2200,
0
],
"parameters": {
"operation": "send",
"sendTo": "={{ $json.email }}",
"subject": "=30 days in, two quick things",
"message": "=Hi {{ $json.name }},\n\nYou've been with us for 30 days. Two things:\n\n1. How likely are you to recommend us to someone you know? Reply with a number from 0 to 10.\n\n2. If there's one person in your network who would benefit from [PRODUCT], I'd love an introduction. No pressure, just if someone comes to mind.\n\nThank you for being a customer.\n\n{{ $json.sender_name }}",
"options": {}
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
}
}
],
"connections": {
"New Customer Webhook": {
"main": [
[
{
"node": "Extract Customer Data",
"type": "main",
"index": 0
}
]
]
},
"Extract Customer Data": {
"main": [
[
{
"node": "Webhook Response",
"type": "main",
"index": 0
},
{
"node": "Day 0 Welcome Email",
"type": "main",
"index": 0
}
]
]
},
"Day 0 Welcome Email": {
"main": [
[
{
"node": "Wait 3 Days",
"type": "main",
"index": 0
}
]
]
},
"Wait 3 Days": {
"main": [
[
{
"node": "Day 3 Check-in Email",
"type": "main",
"index": 0
}
]
]
},
"Day 3 Check-in Email": {
"main": [
[
{
"node": "Wait 4 More Days",
"type": "main",
"index": 0
}
]
]
},
"Wait 4 More Days": {
"main": [
[
{
"node": "Day 7 Friction Survey",
"type": "main",
"index": 0
}
]
]
},
"Day 7 Friction Survey": {
"main": [
[
{
"node": "Wait 7 More Days",
"type": "main",
"index": 0
}
]
]
},
"Wait 7 More Days": {
"main": [
[
{
"node": "Day 14 Flag for Human Touch",
"type": "main",
"index": 0
}
]
]
},
"Day 14 Flag for Human Touch": {
"main": [
[
{
"node": "Wait 16 More Days",
"type": "main",
"index": 0
}
]
]
},
"Wait 16 More Days": {
"main": [
[
{
"node": "Day 30 NPS plus Referral",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
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gmailOAuth2
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About this workflow
NTF 10 Customer Onboarding Flow. Uses gmail. Webhook trigger; 13 nodes.
Source: https://github.com/MinaSaad1/n8n-customer-onboarding/blob/main/workflows/01-customer-onboarding.json — original creator credit. Request a take-down →
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