{ "name": "Turn New Client Intake into a Project Handoff | Uptune", "nodes": [ { "parameters": { "content": "## Turn New Client Intake into a Project Handoff\nTurn an approved deal into a delivery record, kickoff checklist, and welcome draft.\n\nRun **Run with sample data** first. **Setup** defaults to dry run and uses the sample fixture without contacting connected apps. Configure the accounts and destinations in README.md before switching modes.", "width": 450, "height": 235 }, "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ -760, -390 ], "id": "0fdadda9-19bb-5c12-a348-c58508250145", "name": "Start here" }, { "parameters": {}, "type": "n8n-nodes-base.manualTrigger", "typeVersion": 1, "position": [ -720, 80 ], "id": "3c970de6-f350-558c-b88f-2023e5227b2a", "name": "Run with sample data" }, { "parameters": { "jsCode": "const input = $input.first().json;\nreturn [{json: {sampleRun: true, body: {\"handoffId\": \"DEAL-1042\", \"clientName\": \"Avery Morgan\", \"clientEmail\": \"avery@example.com\", \"company\": \"Northstar Studio\", \"service\": \"CRM setup\", \"scope\": \"Map the existing sales pipeline and import the agreed contact fields.\", \"kickoffDate\": \"2027-01-12\", \"ownerEmail\": \"delivery@example.com\"}}}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ -480, 80 ], "id": "39fa6e66-db59-58cd-8e87-9330580da2ab", "name": "Sample input" }, { "parameters": { "httpMethod": "POST", "path": "uptune-client-onboarding-handoff", "authentication": "headerAuth", "responseMode": "onReceived", "options": {} }, "type": "n8n-nodes-base.webhook", "typeVersion": 2.1, "position": [ -480, 300 ], "id": "1eb5b167-06ca-5301-a0f0-f7bc97a69626", "name": "Receive event", "webhookId": "1eb5b167-06ca-5301-a0f0-f7bc97a69626" }, { "parameters": { "jsCode": "const input = $input.first().json;\nconst config = {\n \"dryRun\": true,\n \"spreadsheetId\": \"\",\n \"fallbackOwnerEmail\": \"\",\n \"createWelcomeDraft\": false\n};\nreturn [{json: {...input, config}}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ -240, 150 ], "id": "c6e3cb62-4d4b-58de-ab7f-b41abf9f5bf6", "name": "Setup" }, { "parameters": { "jsCode": "const input = $input.first().json;\nconst body = input.body || {};\nconst get = (key, max = 180) => {\n const value = typeof body[key] === 'string' ? body[key].trim() : '';\n if (value.length > max) throw new Error(key + ' is too long.');\n return value;\n};\nconst handoffId = get('handoffId', 121);\nconst clientName = get('clientName');\nconst clientEmail = get('clientEmail').toLowerCase();\nconst company = get('company');\nconst service = get('service');\nconst scope = get('scope', 2000);\nconst ownerEmail = (get('ownerEmail') || input.config.fallbackOwnerEmail || '').toLowerCase();\nconst kickoffDate = get('kickoffDate', 11);\nconst parsedDate = /^\\d{4}-\\d{2}-\\d{2}$/.test(kickoffDate) ? new Date(kickoffDate + 'T00:00:00Z') : new Date(NaN);\nconst validDate = !isNaN(parsedDate) && parsedDate.toISOString().slice(0,10) === kickoffDate;\nconst validEmail = /^[^\\s@<>,\";]+@[^\\s@<>,\";]+\\.[^\\s@<>,\";]+$/;\nif (!/^[A-Za-z0-9][A-Za-z0-9._:-]{0,119}$/.test(handoffId)) throw new Error('Supply a stable handoffId from the signed deal.');\nconst issues = [];\nif (!clientName || !validEmail.test(clientEmail)) issues.push('Verify the client name and email');\nif (!company || !service || !scope || /[\\r\\n]/.test(service)) issues.push('Confirm the company, service, and agreed scope');\nif (!validEmail.test(ownerEmail)) issues.push('Assign a delivery owner');\nif (!validDate) issues.push('Confirm a valid kickoff date');\nconst tasks = ['Review signed scope', 'Confirm access and assets', 'Confirm kickoff with the client', 'Share the first delivery milestone'];\nconst subject = 'Getting started with ' + (service || 'your project');\nconst message = ['Hi ' + (clientName.split(/\\s+/)[0] || 'there') + ',', '', 'Thanks for getting started with us. Your delivery contact is ' + ownerEmail + '.', 'We have ' + kickoffDate + ' as the planned kickoff date. Please let us know if it needs to change.', '', 'Best,', 'The delivery team'].join('\\n');\nconst preview = input.config.dryRun !== false || input.sampleRun === true;\nif (!preview && !input.config.spreadsheetId) throw new Error('Enter the Google spreadsheet ID in Setup.');\nreturn [{json: {preview, handoffId, clientName, clientEmail, company, service, scope, ownerEmail,\n kickoffDate: validDate ? kickoffDate : '', status: issues.length ? 'needs_review' : 'ready', issues: issues.join(' | '),\n checklist: tasks.join('\\n'), subject, message, email: clientEmail}}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ -75, 150 ], "id": "73e618ab-bed5-5b29-99c0-f1bff3c11177", "name": "Build handoff" }, { "parameters": { "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "conditions": [ { "id": "85982ad9-e703-52a0-8f31-e7bab5b1a537", "leftValue": "={{ !$json.preview }}", "rightValue": "", "operator": { "type": "boolean", "operation": "true", "singleValue": true } } ], "combinator": "and" }, "options": {} }, "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ 160, 150 ], "id": "207a7301-de19-5443-9761-aeb6f407309e", "name": "Write live records?" }, { "parameters": { "jsCode": "const input = $input.first().json;\nreturn [{json: {...input, outcome: \"preview\"}}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ -65, -105 ], "id": "d9085358-2335-5806-9f2f-3efeec042d30", "name": "Handoff preview" }, { "parameters": { "operation": "read", "documentId": { "__rl": true, "value": "={{ $(\"Setup\").first().json.config.spreadsheetId }}", "mode": "id" }, "sheetName": { "__rl": true, "value": "Handoffs", "mode": "name" }, "options": {}, "filtersUI": { "values": [ { "lookupColumn": "Handoff ID", "lookupValue": "={{ $json.handoffId }}" } ] } }, "type": "n8n-nodes-base.googleSheets", "typeVersion": 4.7, "position": [ 630, 150 ], "id": "b6a7b298-51ee-5fc6-b6d0-bd120dca6ec9", "name": "Find existing handoff", "alwaysOutputData": true }, { "parameters": { "jsCode": "const input = $input.first().json;\nconst handoff = $(\"Build handoff\").first().json;\nconst rows = $input.all().map(item => item.json).filter(row => row['Handoff ID']);\nif (rows.length > 1) throw new Error('More than one row uses this handoff ID. Resolve the duplicates before rerunning.');\nconst existing = rows[0];\nconst draftId = existing?.['Draft ID'] || '';\nif (existing?.Status === 'draft_pending') throw new Error('Check Gmail for an existing draft before clearing draft_pending.');\nif (existing?.['Client Email'] && handoff.clientEmail && existing['Client Email'] !== handoff.clientEmail) throw new Error('This handoff ID already belongs to a different email address.');\nreturn [{json: {...handoff, draftId, shouldDraft: handoff.status === 'ready' && !draftId && $(\"Setup\").first().json.config.createWelcomeDraft === true}}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 865, 150 ], "id": "6f32fe02-5329-51be-b7f3-f4a98ef1acd1", "name": "Check handoff state" }, { "parameters": { "operation": "appendOrUpdate", "documentId": { "__rl": true, "value": "={{ $(\"Setup\").first().json.config.spreadsheetId }}", "mode": "id" }, "sheetName": { "__rl": true, "value": "Handoffs", "mode": "name" }, "options": { "cellFormat": "RAW" }, "columns": { "mappingMode": "defineBelow", "value": { "Handoff ID": "={{ $(\"Check handoff state\").first().json.handoffId }}", "Client Name": "={{ $(\"Check handoff state\").first().json.clientName }}", "Client Email": "={{ $(\"Check handoff state\").first().json.clientEmail }}", "Company": "={{ $(\"Check handoff state\").first().json.company }}", "Service": "={{ $(\"Check handoff state\").first().json.service }}", "Agreed Scope": "={{ $(\"Check handoff state\").first().json.scope }}", "Delivery Owner": "={{ $(\"Check handoff state\").first().json.ownerEmail }}", "Kickoff Date": "={{ $(\"Check handoff state\").first().json.kickoffDate }}", "Status": "={{ $(\"Check handoff state\").first().json.status }}", "Review Reasons": "={{ $(\"Check handoff state\").first().json.issues }}", "Welcome Draft": "={{ $(\"Check handoff state\").first().json.message }}", "Draft ID": "={{ $(\"Check handoff state\").first().json.draftId }}" }, "matchingColumns": [ "Handoff ID" ], "schema": [ { "id": "Handoff ID", "displayName": "Handoff ID", "required": false, "defaultMatch": true, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Client Name", "displayName": "Client Name", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Client Email", "displayName": "Client Email", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Company", "displayName": "Company", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Service", "displayName": "Service", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Agreed Scope", "displayName": "Agreed Scope", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Delivery Owner", "displayName": "Delivery Owner", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Kickoff Date", "displayName": "Kickoff Date", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Status", "displayName": "Status", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Review Reasons", "displayName": "Review Reasons", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Welcome Draft", "displayName": "Welcome Draft", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Draft ID", "displayName": "Draft ID", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true } ], "attemptToConvertTypes": false, "convertFieldsToString": false } }, "type": "n8n-nodes-base.googleSheets", "typeVersion": 4.7, "position": [ 1100, 150 ], "id": "156b7027-0ecd-597a-a508-3486ad3fa58d", "name": "Save handoff" }, { "parameters": { "operation": "appendOrUpdate", "documentId": { "__rl": true, "value": "={{ $(\"Setup\").first().json.config.spreadsheetId }}", "mode": "id" }, "sheetName": { "__rl": true, "value": "Checklist", "mode": "name" }, "options": { "cellFormat": "RAW" }, "columns": { "mappingMode": "defineBelow", "value": { "Handoff ID": "={{ $(\"Check handoff state\").first().json.handoffId }}", "Delivery Owner": "={{ $(\"Check handoff state\").first().json.ownerEmail }}", "Kickoff Date": "={{ $(\"Check handoff state\").first().json.kickoffDate }}", "Checklist": "={{ $(\"Check handoff state\").first().json.checklist }}" }, "matchingColumns": [ "Handoff ID" ], "schema": [ { "id": "Handoff ID", "displayName": "Handoff ID", "required": false, "defaultMatch": true, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Delivery Owner", "displayName": "Delivery Owner", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Kickoff Date", "displayName": "Kickoff Date", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Checklist", "displayName": "Checklist", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true } ], "attemptToConvertTypes": false, "convertFieldsToString": false } }, "type": "n8n-nodes-base.googleSheets", "typeVersion": 4.7, "position": [ 1335, 150 ], "id": "e283aa80-5658-56ae-beda-866fe63db514", "name": "Save kickoff checklist" }, { "parameters": { "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "conditions": [ { "id": "f13ec870-b42a-5e0f-ac63-dd156040d87d", "leftValue": "={{ $(\"Check handoff state\").first().json.shouldDraft === true }}", "rightValue": "", "operator": { "type": "boolean", "operation": "true", "singleValue": true } } ], "combinator": "and" }, "options": {} }, "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ 1570, 150 ], "id": "0b2b51ce-1967-5c3e-9adf-83eed2a0a55d", "name": "Create welcome draft?" }, { "parameters": { "operation": "appendOrUpdate", "documentId": { "__rl": true, "value": "={{ $(\"Setup\").first().json.config.spreadsheetId }}", "mode": "id" }, "sheetName": { "__rl": true, "value": "Handoffs", "mode": "name" }, "options": { "cellFormat": "RAW" }, "columns": { "mappingMode": "defineBelow", "value": { "Handoff ID": "={{ $(\"Check handoff state\").first().json.handoffId }}", "Status": "={{ \"draft_pending\" }}" }, "matchingColumns": [ "Handoff ID" ], "schema": [ { "id": "Handoff ID", "displayName": "Handoff ID", "required": false, "defaultMatch": true, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Status", "displayName": "Status", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true } ], "attemptToConvertTypes": false, "convertFieldsToString": false } }, "type": "n8n-nodes-base.googleSheets", "typeVersion": 4.7, "position": [ 1805, 150 ], "id": "63cc5a69-8b4c-5d3a-84f7-e7b2473a7105", "name": "Reserve draft creation" }, { "parameters": { "resource": "draft", "operation": "create", "subject": "={{ $(\"Check handoff state\").first().json.subject }}", "message": "={{ $(\"Check handoff state\").first().json.message }}", "options": { "sendTo": "={{ $(\"Check handoff state\").first().json.email }}" } }, "type": "n8n-nodes-base.gmail", "typeVersion": 2.2, "position": [ 2040, 150 ], "id": "cc4e05d2-bf5a-5a12-944f-6fed37fd56be", "name": "Create welcome draft" }, { "parameters": { "jsCode": "const input = $input.first().json;\nif (!input.id) throw new Error(\"Gmail did not return a draft ID. Check Gmail before retrying.\"); return [{json: input}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 2275, 150 ], "id": "5df328e8-71d8-5c63-937f-5322b79fdfd8", "name": "Verify Gmail draft" }, { "parameters": { "operation": "appendOrUpdate", "documentId": { "__rl": true, "value": "={{ $(\"Setup\").first().json.config.spreadsheetId }}", "mode": "id" }, "sheetName": { "__rl": true, "value": "Handoffs", "mode": "name" }, "options": { "cellFormat": "RAW" }, "columns": { "mappingMode": "defineBelow", "value": { "Handoff ID": "={{ $(\"Check handoff state\").first().json.handoffId }}", "Draft ID": "={{ $json.id }}", "Status": "={{ \"ready\" }}" }, "matchingColumns": [ "Handoff ID" ], "schema": [ { "id": "Handoff ID", "displayName": "Handoff ID", "required": false, "defaultMatch": true, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Draft ID", "displayName": "Draft ID", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "Status", "displayName": "Status", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true } ], "attemptToConvertTypes": false, "convertFieldsToString": false } }, "type": "n8n-nodes-base.googleSheets", "typeVersion": 4.7, "position": [ 2510, 150 ], "id": "c419ed2e-4019-5d05-ae8e-7fa688f4e3c1", "name": "Record draft ID" } ], "connections": { "Run with sample data": { "main": [ [ { "node": "Sample input", "type": "main", "index": 0 } ] ] }, "Sample input": { "main": [ [ { "node": "Setup", "type": "main", "index": 0 } ] ] }, "Receive event": { "main": [ [ { "node": "Setup", "type": "main", "index": 0 } ] ] }, "Setup": { "main": [ [ { "node": "Build handoff", "type": "main", "index": 0 } ] ] }, "Build handoff": { "main": [ [ { "node": "Write live records?", "type": "main", "index": 0 } ] ] }, "Write live records?": { "main": [ [ { "node": "Find existing handoff", "type": "main", "index": 0 } ], [ { "node": "Handoff preview", "type": "main", "index": 0 } ] ] }, "Find existing handoff": { "main": [ [ { "node": "Check handoff state", "type": "main", "index": 0 } ] ] }, "Check handoff state": { "main": [ [ { "node": "Save handoff", "type": "main", "index": 0 } ] ] }, "Save handoff": { "main": [ [ { "node": "Save kickoff checklist", "type": "main", "index": 0 } ] ] }, "Save kickoff checklist": { "main": [ [ { "node": "Create welcome draft?", "type": "main", "index": 0 } ] ] }, "Create welcome draft?": { "main": [ [ { "node": "Reserve draft creation", "type": "main", "index": 0 } ] ] }, "Reserve draft creation": { "main": [ [ { "node": "Create welcome draft", "type": "main", "index": 0 } ] ] }, "Create welcome draft": { "main": [ [ { "node": "Verify Gmail draft", "type": "main", "index": 0 } ] ] }, "Verify Gmail draft": { "main": [ [ { "node": "Record draft ID", "type": "main", "index": 0 } ] ] } }, "active": false, "settings": { "executionOrder": "v1", "saveDataSuccessExecution": "none", "saveDataErrorExecution": "all" }, "pinData": {}, "tags": [] }