Automated Beta User Onboarding & CRM
Streamlined user registration system that captures form data, normalizes it via code, syncs to Google Sheets, and uses an AI persona to send personalized welcome emails.
The Challenge
Managing manual beta signups and sending generic, impersonal welcome emails reduces user engagement and slows down the onboarding process.
The Solution
Integrated n8n Form Triggers with Google Sheets for instant data persistence. Employed an LLM with a specific 'HR Manager' persona to dynamically draft content, ensuring every user receives a unique interaction immediately upon signup.
Implementation Details
An end-to-end CRM automation for a beta software launch. When a user submits a registration form, the workflow sanitizes the input (standardizing name/email casing), logs the entry into a Google Sheet for record-keeping, and triggers an AI 'HR Manager' persona.
Technologies Used
Skills Applied
Results Achieved
Achieved zero-touch onboarding for new beta users while maintaining a high level of personalization and data accuracy.
Project Walkthrough
Challenges Faced
- ▸LLM failing to return valid JSON when asked to draft creative emails
- ▸Need for a fallback mechanism if the AI generation fails entirely
Solutions Implemented
- Implemented a try/catch block in JavaScript to attempt JSON parsing, with a hardcoded fallback email body if parsing fails
- Used 'Prompt Engineering' to instruct the model to return empty fields rather than hallucinated errors if it cannot generate content
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