AI-powered client onboarding with Jotform, Asana, Slack, and HubSpot
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 13 nodes and runs on Jotform events. Along the way it connects Asana, Slack, Gmail and HubSpot and 3 more.
How it runs
Trigger: On Jotform events.
- Parse Client Data (Code): runs custom JavaScript code
- AI Agent: runs an AI agent, with model: OpenAI Chat Model
- Merge AI Insights (Code): runs custom JavaScript code
- Generate Proposal (Code): runs custom JavaScript code
- Create Asana Project (Asana): uses Asana
- Generate Tasks (Code): runs custom JavaScript code
- Create Slack Channel (Slack): create
- Send Slack Welcome (Slack): uses Slack
- Send Welcome Email (Gmail): uses Gmail
- Create HubSpot Contact (HubSpot): uses HubSpot
…plus 1 more step. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in AI Agent - Team Suggestion (v1.6): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) AI Agent - Team Suggestion (v1.6) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (9)
- Code
n8n-nodes-base.code - AI Agent
@n8n/n8n-nodes-langchain.agent - Asana
n8n-nodes-base.asana - Slack
n8n-nodes-base.slack - Gmail
n8n-nodes-base.gmail - HubSpot
n8n-nodes-base.hubspot - Google Sheets
n8n-nodes-base.googleSheets - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Jotform Trigger
n8n-nodes-base.jotFormTrigger
From the author
Streamline client onboarding and project setup from hours to minutes with AI-driven automation. This intelligent workflow eliminates manual coordination, builds proposals, creates projects in Asana, welcomes clients on Slack, and logs everything — ensuring…