Asana and Google Drive integration

📊 Description Automate short-term trading research by generating high-quality trade ideas using MCP (Market Context Protocol) signals and AI-powered analysis. 📈🤖 This workflow evaluates market context, catalysts, momentum, and risk factors to produce structured trade ideas with clear reasoning, confidence scores, and execution notes. Designed for fast-moving markets, it helps traders and analysts spot actionable opportunities consistently—without manual screening or emotional bias. Perfect for systematic traders, research teams, and AI-driven trading desks. ⚡📊 🔁 What This Template Does 1️⃣ Ingests market context and asset data from MCP inputs. 📥 2️⃣ Normalizes symbols, sectors, and time horizons for analysis. 🧾 3️⃣ Evaluates short-term momentum and catalyst strength. 🚀 4️⃣ Analyzes risk, volatility, and downside exposure. ⚠️ 5️⃣ Uses AI to generate a structured trade thesis. 🤖 6️⃣ Assigns a confidence score and risk level to each idea. 📊 7️⃣ Produces clear entry logic, rationale, and trade direction. 🧠 8️⃣ Filters out low-quality or low-conviction setups. 🚫 9️⃣ Outputs clean JSON-ready trade ideas for downstream systems. 🔁 ⭐ Key Benefits ✅ Automates short-term trade idea generation ✅ Reduces emotional bias with AI-based scoring ✅ Combines market context, catalysts, and momentum ✅ Produces structured, repeatable trade logic ✅ Saves hours of manual chart and news analysis ✅ Ideal for fast-paced trading environments 🧩 Features MCP (Market Context Protocol) data ingestion AI-powered trade thesis generation Confidence and risk scoring logic Short-term momentum and catalyst analysis Strict structured output for automation reliability Easy integration into dashboards or execution systems 🔐 Requirements MCP-compatible market data source OpenAI API credentials (GPT-4o or GPT-4o-mini recommended) n8n instance with AI nodes enabled Defined schema for trade idea output 🎯 Target Audience Short-term and swing traders Quant and discretionary trading teams Market research analysts Fintech platforms generating trade signals Automation engineers building trading workflows

📊 Description Streamline and standardize your entire client onboarding process with a single end-to-end automation. 🚀📋 This workflow captures detailed client intake data via webhook, automatically creates a fully structured Asana onboarding project, generates a personalized service contract from a Google Docs template, emails the agreement to the client, and logs all information in Google Sheets. It also creates a dedicated Slack channel for internal collaboration, ensuring every new client is onboarded consistently, professionally, and without manual effort. Perfect for service businesses scaling operations while maintaining quality and clarity. ✨📄🤝 🔁 What This Template Does 1️⃣ Receives detailed client intake form data via webhook. 📥 2️⃣ Parses and normalizes 70+ client, business, and technical fields. 🧾 3️⃣ Creates a new client-specific onboarding project in Asana. 📋 4️⃣ Copies sections and tasks from a predefined Asana template project. 🔄 5️⃣ Assigns all tasks into the new project with proper structure. ✅ 6️⃣ Retrieves a Google Docs contract template. 📄 7️⃣ Replaces placeholders with client-specific details (name, fees, dates). ✍️ 8️⃣ Downloads the personalized contract as a PDF. 📑 9️⃣ Sends a welcome email to the client with the contract attached. 📧 🔟 Resets the contract template for the next onboarding. 🔁 1️⃣1️⃣ Logs all client data into Google Sheets for tracking and reporting. 📊 1️⃣2️⃣ Creates a dedicated Slack channel for internal client communication. 💬 ⭐ Key Benefits ✅ Eliminates manual onboarding setup and repetitive admin work ✅ Ensures consistent project structure for every client ✅ Generates error-free, personalized contracts automatically ✅ Improves client experience with instant, professional communication ✅ Centralizes client data for operations and reporting ✅ Scales onboarding without adding operational overhead 🧩 Features Webhook-based client intake form processing Advanced data parsing for large intake payloads Asana project creation with template-based sections and tasks Google Docs dynamic contract generation Automated PDF download and email delivery Google Sheets client tracking with append/update logic Automatic Slack channel creation for internal teams Clean reset logic for reusable document templates 🔐 Requirements Asana OAuth2 credentials Google Docs OAuth2 credentials Google Drive OAuth2 credentials Google Sheets OAuth2 credentials Gmail OAuth2 credentials Slack API credentials Asana template project ID Google Docs contract template ID Google Sheets tracking document ID 🎯 Target Audience Service-based businesses onboarding new clients Agencies managing multi-step client engagements Operations and delivery teams SaaS or healthcare service providers with complex intake forms Automation teams building scalable onboarding systems

Automate the complete client onboarding process for AI automation services using n8n, Asana, Slack, Google Drive, and Gmail. This workflow ensures a consistent, professional, and scalable onboarding experience for every new client. 📌 Purpose This workflow is designed to: Eliminate manual setup tasks during client onboarding Automatically create client-specific resources (folders, projects, channels) Ensure smooth communication between your team and the client Deliver instant confirmation and welcome emails to the client ⚡ Trigger The workflow is triggered by an n8n Form submission (Client Onboarding Form) where clients provide: Name** Email** Company Name** Website** Proposal/Scope Document (PDF)** 🛠️ Actions Performed Once the form is submitted, the workflow executes the following steps: Extract Proposal/Scope Document Reads the uploaded PDF and extracts key information. Rename & Store Project Data Standardizes project information for downstream steps. Google Drive Setup Creates a client folder in Drive Stores the uploaded document Saves folder ID for references Asana Setup Creates a new Asana Project from a template Uses AI (OpenAI GPT-4o-mini) to parse the proposal and generate 20–30 detailed onboarding tasks Populates Asana with automatically assigned tasks and due dates Slack Setup Creates a dedicated client Slack channel (named dynamically using the company name) Posts a welcome message with next steps and checklist Welcome Email Sends a personalized email to the client, including: Google Drive folder link Asana project access Slack channel invite Onboarding call scheduler link 🔧 Configuration Notes Before using this workflow, configure: Google Drive Set up OAuth2 credentials Ensure the account has folder creation permissions Asana Set up OAuth2 credentials Verify workspace permissions Ensure the correct project template is available Slack Create a Slack App with bot permissions Add OAuth scopes: channels:write chat:write users:read.email Email (SMTP or Gmail OAuth2) Configure SMTP/Gmail credentials for internal notifications Update recipient email address 📬 Example Outputs ✅ Slack Channel Creation ✅ Welcome Email ✅ Asana Tasks 🚦 Suggested Triggers While currently triggered by an n8n Form, you can adapt this workflow to start from: Payment received** (Stripe/PayPal integration) Contract signed** (DocuSign/HelloSign) CRM Opportunity Change** (HubSpot/Pipedrive/Salesforce) 🏷️ Tags onboarding · automation · asana · slack · google-drive · client-success 📢 Notes If due dates fall on weekends, they are rolled forward to the next business day. Task breakdown leverages AI to generate detailed, sequential, and actionable onboarding steps. This workflow is optimized for scalability, ensuring every new client receives the same structured onboarding experience.