Onboard trial users for routing
Runs on a schedule across Google Sheets, Slack and Microsoft Teams, routes each kind of record down its own branch, then drops anything it has already handled. Built for routing, around a "Stamp & Shape Lead" step, in 24 documented nodes.
Onboard trial users with Google Drive and Microsoft Teams without manual work. An original, ready-to-import n8n workflow built around the 'Drip Sequence' pattern for sales & CRM. It runs on a schedule and orchestrates 24 nodes across Google Sheets, Slack, Microsoft Teams. It uses n8n's LangChain AI nodes (Agent/Chain + chat model). Retry-on-fail is enabled on external calls. Import the JSON, add your credentials, and adapt the parameters. The result is a hands-off process that just works.
Key benefits
- ✓Keeps Google Sheets and Slack in step for routing, without anyone re-typing a row
- ✓Safe to re-run: records already in Google Sheets or Slack are skipped, across all 24 nodes of this routing build
- ✓A failed Google Sheets or Slack call is retried rather than dropped, at any of the 24 nodes in this routing build
- ✓Branches rejoin before Google Sheets, so a routing run reports once rather than 24 times
- ✓Fans the same result out to Microsoft Teams in the same run, for routing
Use cases
- →Teams keeping Google Sheets and Slack aligned by hand for routing
- →Routing work where "Stamp & Shape Lead" is still a manual step before Google Sheets
- →Routing work that only reaches Google Sheets on a schedule, when someone remembers to start it
Integrations
Workflow preview (24 nodes)
The template's actual node layout and connections. Node parameters and credential slots unlock with the download.
What's inside (24 nodes)
A look at the node types this workflow uses. No purchase required — full parameters and credentials are yours after you buy.
From download to running in 3 steps
- 1Import. In n8n, open Workflows → menu → “Import from File” and pick the downloaded JSON.
- 2Connect. Add your own credentials on the app nodes - n8n highlights exactly which ones need them.
- 3Activate. Run it once to test, then toggle Active. The automation is live.
What you'll learn
Production levelProduction-grade: idempotency, dead-letter handling, and reconciliation included.
- •Checking for conversion before every step so the drip stops
- •Segmenting the audience up front
- •Moving data between Google Sheets, Microsoft Teams and Google Drive in a single run
Every node carries its own documentation on the canvas, plus notes explaining why the architecture was built this way, a credential setup guide, troubleshooting, and three practice exercises. Sample data comes pinned to the trigger, so you can hit Execute and watch data flow before connecting a single account.
Common questions
What exactly do I get?
The complete, ready-to-import n8n workflow as a JSON file, delivered instantly after payment. Import it into your own n8n (cloud or self-hosted), add your credentials, and it runs.
How do I import it into n8n?
In n8n, open Workflows, click the three-dot menu, choose “Import from File”, and select the downloaded JSON. Then connect your own app credentials on the highlighted nodes.
Do I need anything else for it to work?
You need your own n8n instance and accounts/credentials for the apps this workflow connects to (Google Sheets, Slack, Microsoft Teams, Google Drive). No coding is required.
What if it doesn't work for me?
If the file is faulty, won't import, or isn't as described, contact us within 7 days and we'll fix it or refund you - see our refund policy.
Can I modify or resell it?
You can freely adapt and use it in your own or your clients' projects. Reselling or redistributing the template file itself is not permitted.
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