Automated customer onboarding sequence creation in HubSpot

• Automatically create onboarding plans for new customers in HubSpot.
• Generate tailored onboarding tasks based on deal information.
• Notify team members about new onboarding sequences via Slack.

Triggers on deal property changes in HubSpot. Filters for deals that are marked as 'closed-won'. Fetches deal and associated company information. Generates a customized onboarding plan using OpenAI. Creates tasks in HubSpot based on generated milestones. Sends a notification to a Slack channel about the new onboarding sequence.

1. 1
   Import the workflow template into n8n.
2. 2
   Connect your HubSpot and OpenAI accounts.
3. 3
   Configure the HubSpot trigger to monitor deal property changes.
4. 4
   Set up the Slack channel for notifications.
5. 5
   Test the workflow to ensure it triggers correctly.