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Créer un processus d’onboarding client automatisé pour votre activité

Data ExtractionProductSocial Media ManagementMake

L’onboarding client est l’étape clé pour instaurer une relation de confiance et maximiser la satisfaction. Grâce à l’automatisation, vous pouvez déclencher l’envoi d’emails personnalisés, recueillir les documents nécessaires, planifier automatiquement les rendez-vous d’introduction et générer des guides personnalisés selon le type de client. Ce tutoriel explique comment automatiser chaque point de contact, augmenter le taux de rétention et donner une image professionnelle dès le premier échange.

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					{
    "name": "Extract products from Product Hunt with Browse AI, send to a Google Sheet and share on Slack",
    "flow": [
        {
            "id": 6,
            "module": "browse-ai:onTaskFinished",
            "version": 1,
            "parameters": {},
            "mapper": {},
            "metadata": {
                "designer": {
                    "x": 0,
                    "y": 0
                },
                "restore": {
                    "parameters": {
                        "__IMTHOOK__": {
                            "data": {},
                            "label": "Choose a hook"
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "__IMTHOOK__",
                        "type": "hook:browse-ai",
                        "label": "Webhook"
                    }
                ]
            }
        },
        {
            "id": 8,
            "module": "google-sheets:addSheet",
            "version": 2,
            "parameters": {},
            "mapper": {
                "select": "fromAll",
                "properties": {
                    "title": "{{formatDate(now; "DD-MM-YYYY")}}"
                },
                "spreadsheetId": "12a-TQfy-TlWdM5wp8lbjE8Ty7e9HO496GYGsWZpIV-g"
            },
            "metadata": {
                "designer": {
                    "x": 300,
                    "y": 0
                },
                "restore": {
                    "expect": {
                        "select": {
                            "label": "Select from all"
                        }
                    },
                    "parameters": {
                        "__IMTCONN__": {
                            "data": {
                                "scoped": "true",
                                "connection": "google"
                            },
                            "label": "My Google connection (l.govender@make.com)"
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "__IMTCONN__",
                        "type": "account:google",
                        "label": "Connection"
                    }
                ],
                "expect": [
                    {
                        "name": "select",
                        "type": "select",
                        "label": "Enter a Spreadsheet ID",
                        "required": true,
                        "validate": {
                            "enum": [
                                "map",
                                "fromAll",
                                "list"
                            ]
                        }
                    },
                    {
                        "name": "properties",
                        "spec": [
                            {
                                "name": "title",
                                "type": "text",
                                "label": "Title"
                            },
                            {
                                "name": "index",
                                "type": "number",
                                "label": "Index"
                            }
                        ],
                        "type": "collection",
                        "label": "Properties"
                    },
                    {
                        "name": "spreadsheetId",
                        "type": "text",
                        "label": "Spreadsheet ID",
                        "required": true
                    }
                ],
                "advanced": true
            }
        },
        {
            "id": 9,
            "module": "google-sheets:addRow",
            "version": 2,
            "parameters": {},
            "mapper": {
                "mode": "map",
                "values": {
                    "0": "Position",
                    "1": "Title",
                    "2": "Description",
                    "3": "Reviews",
                    "4": "Category",
                    "5": "Product Detail Link",
                    "6": "Followers"
                },
                "sheetId": "{{formatDate(now; "DD-MM-YYYY")}}",
                "spreadsheetId": "{{8.spreadsheetId}}",
                "tableFirstRow": "A1:Z1",
                "insertDataOption": "INSERT_ROWS",
                "valueInputOption": "USER_ENTERED",
                "insertUnformatted": false
            },
            "metadata": {
                "designer": {
                    "x": 600,
                    "y": 0
                },
                "restore": {
                    "expect": {
                        "mode": {
                            "label": "Enter manually"
                        },
                        "tableFirstRow": {
                            "label": "A-Z",
                            "nested": [
                                {
                                    "name": "values",
                                    "spec": [
                                        {
                                            "name": "0",
                                            "type": "text",
                                            "label": "A"
                                        },
                                        {
                                            "name": "1",
                                            "type": "text",
                                            "label": "B"
                                        },
                                        {
                                            "name": "2",
                                            "type": "text",
                                            "label": "C"
                                        },
                                        {
                                            "name": "3",
                                            "type": "text",
                                            "label": "D"
                                        },
                                        {
                                            "name": "4",
                                            "type": "text",
                                            "label": "E"
                                        },
                                        {
                                            "name": "5",
                                            "type": "text",
                                            "label": "F"
                                        },
                                        {
                                            "name": "6",
                                            "type": "text",
                                            "label": "G"
                                        },
                                        {
                                            "name": "7",
                                            "type": "text",
                                            "label": "H"
                                        },
                                        {
                                            "name": "8",
                                            "type": "text",
                                            "label": "I"
                                        },
                                        {
                                            "name": "9",
                                            "type": "text",
                                            "label": "J"
                                        },
                                        {
                                            "name": "10",
                                            "type": "text",
                                            "label": "K"
                                        },
                                        {
                                            "name": "11",
                                            "type": "text",
                                            "label": "L"
                                        },
                                        {
                                            "name": "12",
                                            "type": "text",
                                            "label": "M"
                                        },
                                        {
                                            "name": "13",
                                            "type": "text",
                                            "label": "N"
                                        },
                                        {
                                            "name": "14",
                                            "type": "text",
                                            "label": "O"
                                        },
                                        {
                                            "name": "15",
                                            "type": "text",
                                            "label": "P"
                                        },
                                        {
                                            "name": "16",
                                            "type": "text",
                                            "label": "Q"
                                        },
                                        {
                                            "name": "17",
                                            "type": "text",
                                            "label": "R"
                                        },
                                        {
                                            "name": "18",
                                            "type": "text",
                                            "label": "S"
                                        },
                                        {
                                            "name": "19",
                                            "type": "text",
                                            "label": "T"
                                        },
                                        {
                                            "name": "20",
                                            "type": "text",
                                            "label": "U"
                                        },
                                        {
                                            "name": "21",
                                            "type": "text",
                                            "label": "V"
                                        },
                                        {
                                            "name": "22",
                                            "type": "text",
                                            "label": "W"
                                        },
                                        {
                                            "name": "23",
                                            "type": "text",
                                            "label": "X"
                                        },
                                        {
                                            "name": "24",
                                            "type": "text",
                                            "label": "Y"
                                        },
                                        {
                                            "name": "25",
                                            "type": "text",
                                            "label": "Z"
                                        }
                                    ],
                                    "type": "collection",
                                    "label": "Values"
                                }
                            ]
                        },
                        "insertDataOption": {
                            "mode": "chose",
                            "label": "Insert rows"
                        },
                        "valueInputOption": {
                            "mode": "chose",
                            "label": "User entered"
                        },
                        "insertUnformatted": {
                            "mode": "chose"
                        }
                    },
                    "parameters": {
                        "__IMTCONN__": {
                            "data": {
                                "scoped": "true",
                                "connection": "google"
                            },
                            "label": "My Google connection (l.govender@make.com)"
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "__IMTCONN__",
                        "type": "account:google",
                        "label": "Connection"
                    }
                ],
                "expect": [
                    {
                        "name": "mode",
                        "type": "select",
                        "label": "Choose a Method",
                        "required": true,
                        "validate": {
                            "enum": [
                                "select",
                                "fromAll",
                                "map"
                            ]
                        }
                    },
                    {
                        "name": "insertUnformatted",
                        "type": "boolean",
                        "label": "Unformatted",
                        "required": true
                    },
                    {
                        "name": "valueInputOption",
                        "type": "select",
                        "label": "Value input option",
                        "validate": {
                            "enum": [
                                "USER_ENTERED",
                                "RAW"
                            ]
                        }
                    },
                    {
                        "name": "insertDataOption",
                        "type": "select",
                        "label": "Insert data option",
                        "validate": {
                            "enum": [
                                "INSERT_ROWS",
                                "OVERWRITE"
                            ]
                        }
                    },
                    {
                        "name": "spreadsheetId",
                        "type": "text",
                        "label": "Spreadsheet",
                        "required": true
                    },
                    {
                        "name": "sheetId",
                        "type": "text",
                        "label": "Sheet Name",
                        "required": true
                    },
                    {
                        "name": "tableFirstRow",
                        "type": "select",
                        "label": "Column range",
                        "required": true,
                        "validate": {
                            "enum": [
                                "A1:Z1",
                                "A1:BZ1",
                                "A1:CZ1",
                                "A1:DZ1",
                                "A1:MZ1",
                                "A1:ZZ1"
                            ]
                        }
                    },
                    {
                        "name": "values",
                        "spec": [
                            {
                                "name": "0",
                                "type": "text",
                                "label": "A"
                            },
                            {
                                "name": "1",
                                "type": "text",
                                "label": "B"
                            },
                            {
                                "name": "2",
                                "type": "text",
                                "label": "C"
                            },
                            {
                                "name": "3",
                                "type": "text",
                                "label": "D"
                            },
                            {
                                "name": "4",
                                "type": "text",
                                "label": "E"
                            },
                            {
                                "name": "5",
                                "type": "text",
                                "label": "F"
                            },
                            {
                                "name": "6",
                                "type": "text",
                                "label": "G"
                            },
                            {
                                "name": "7",
                                "type": "text",
                                "label": "H"
                            },
                            {
                                "name": "8",
                                "type": "text",
                                "label": "I"
                            },
                            {
                                "name": "9",
                                "type": "text",
                                "label": "J"
                            },
                            {
                                "name": "10",
                                "type": "text",
                                "label": "K"
                            },
                            {
                                "name": "11",
                                "type": "text",
                                "label": "L"
                            },
                            {
                                "name": "12",
                                "type": "text",
                                "label": "M"
                            },
                            {
                                "name": "13",
                                "type": "text",
                                "label": "N"
                            },
                            {
                                "name": "14",
                                "type": "text",
                                "label": "O"
                            },
                            {
                                "name": "15",
                                "type": "text",
                                "label": "P"
                            },
                            {
                                "name": "16",
                                "type": "text",
                                "label": "Q"
                            },
                            {
                                "name": "17",
                                "type": "text",
                                "label": "R"
                            },
                            {
                                "name": "18",
                                "type": "text",
                                "label": "S"
                            },
                            {
                                "name": "19",
                                "type": "text",
                                "label": "T"
                            },
                            {
                                "name": "20",
                                "type": "text",
                                "label": "U"
                            },
                            {
                                "name": "21",
                                "type": "text",
                                "label": "V"
                            },
                            {
                                "name": "22",
                                "type": "text",
                                "label": "W"
                            },
                            {
                                "name": "23",
                                "type": "text",
                                "label": "X"
                            },
                            {
                                "name": "24",
                                "type": "text",
                                "label": "Y"
                            },
                            {
                                "name": "25",
                                "type": "text",
                                "label": "Z"
                            }
                        ],
                        "type": "collection",
                        "label": "Values"
                    }
                ]
            }
        },
        {
            "id": 5,
            "module": "builtin:BasicFeeder",
            "version": 1,
            "parameters": {},
            "mapper": {
                "array": "{{6.task.capturedLists.`Search Results`}}"
            },
            "metadata": {
                "designer": {
                    "x": 900,
                    "y": 0
                },
                "restore": {
                    "expect": {
                        "array": {
                            "mode": "edit"
                        }
                    }
                },
                "expect": [
                    {
                        "mode": "edit",
                        "name": "array",
                        "spec": [],
                        "type": "array",
                        "label": "Array"
                    }
                ]
            }
        },
        {
            "id": 11,
            "module": "google-sheets:addRow",
            "version": 2,
            "parameters": {},
            "mapper": {
                "mode": "map",
                "values": {
                    "0": "{{5.Position}}",
                    "1": "{{5.Title}}",
                    "2": "{{5.Description}}",
                    "3": "{{5.Reviews}}",
                    "4": "{{5.Category}}",
                    "5": "{{5.`Product Detail Link`}}",
                    "6": "{{5.Followers}}"
                },
                "sheetId": "{{formatDate(now; "DD-MM-YYYY")}}",
                "spreadsheetId": "{{9.spreadsheetId}}",
                "tableFirstRow": "A1:Z1",
                "insertDataOption": "INSERT_ROWS",
                "valueInputOption": "USER_ENTERED",
                "insertUnformatted": false
            },
            "metadata": {
                "designer": {
                    "x": 1200,
                    "y": 0
                },
                "restore": {
                    "expect": {
                        "mode": {
                            "label": "Enter manually"
                        },
                        "tableFirstRow": {
                            "label": "A-Z",
                            "nested": [
                                {
                                    "name": "values",
                                    "spec": [
                                        {
                                            "name": "0",
                                            "type": "text",
                                            "label": "A"
                                        },
                                        {
                                            "name": "1",
                                            "type": "text",
                                            "label": "B"
                                        },
                                        {
                                            "name": "2",
                                            "type": "text",
                                            "label": "C"
                                        },
                                        {
                                            "name": "3",
                                            "type": "text",
                                            "label": "D"
                                        },
                                        {
                                            "name": "4",
                                            "type": "text",
                                            "label": "E"
                                        },
                                        {
                                            "name": "5",
                                            "type": "text",
                                            "label": "F"
                                        },
                                        {
                                            "name": "6",
                                            "type": "text",
                                            "label": "G"
                                        },
                                        {
                                            "name": "7",
                                            "type": "text",
                                            "label": "H"
                                        },
                                        {
                                            "name": "8",
                                            "type": "text",
                                            "label": "I"
                                        },
                                        {
                                            "name": "9",
                                            "type": "text",
                                            "label": "J"
                                        },
                                        {
                                            "name": "10",
                                            "type": "text",
                                            "label": "K"
                                        },
                                        {
                                            "name": "11",
                                            "type": "text",
                                            "label": "L"
                                        },
                                        {
                                            "name": "12",
                                            "type": "text",
                                            "label": "M"
                                        },
                                        {
                                            "name": "13",
                                            "type": "text",
                                            "label": "N"
                                        },
                                        {
                                            "name": "14",
                                            "type": "text",
                                            "label": "O"
                                        },
                                        {
                                            "name": "15",
                                            "type": "text",
                                            "label": "P"
                                        },
                                        {
                                            "name": "16",
                                            "type": "text",
                                            "label": "Q"
                                        },
                                        {
                                            "name": "17",
                                            "type": "text",
                                            "label": "R"
                                        },
                                        {
                                            "name": "18",
                                            "type": "text",
                                            "label": "S"
                                        },
                                        {
                                            "name": "19",
                                            "type": "text",
                                            "label": "T"
                                        },
                                        {
                                            "name": "20",
                                            "type": "text",
                                            "label": "U"
                                        },
                                        {
                                            "name": "21",
                                            "type": "text",
                                            "label": "V"
                                        },
                                        {
                                            "name": "22",
                                            "type": "text",
                                            "label": "W"
                                        },
                                        {
                                            "name": "23",
                                            "type": "text",
                                            "label": "X"
                                        },
                                        {
                                            "name": "24",
                                            "type": "text",
                                            "label": "Y"
                                        },
                                        {
                                            "name": "25",
                                            "type": "text",
                                            "label": "Z"
                                        }
                                    ],
                                    "type": "collection",
                                    "label": "Values"
                                }
                            ]
                        },
                        "insertDataOption": {
                            "mode": "chose",
                            "label": "Insert rows"
                        },
                        "valueInputOption": {
                            "mode": "chose",
                            "label": "User entered"
                        },
                        "insertUnformatted": {
                            "mode": "chose"
                        }
                    },
                    "parameters": {
                        "__IMTCONN__": {
                            "data": {
                                "scoped": "true",
                                "connection": "google"
                            },
                            "label": "My Google connection (l.govender@make.com)"
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "__IMTCONN__",
                        "type": "account:google",
                        "label": "Connection"
                    }
                ],
                "expect": [
                    {
                        "name": "mode",
                        "type": "select",
                        "label": "Choose a Method",
                        "required": true,
                        "validate": {
                            "enum": [
                                "select",
                                "fromAll",
                                "map"
                            ]
                        }
                    },
                    {
                        "name": "insertUnformatted",
                        "type": "boolean",
                        "label": "Unformatted",
                        "required": true
                    },
                    {
                        "name": "valueInputOption",
                        "type": "select",
                        "label": "Value input option",
                        "validate": {
                            "enum": [
                                "USER_ENTERED",
                                "RAW"
                            ]
                        }
                    },
                    {
                        "name": "insertDataOption",
                        "type": "select",
                        "label": "Insert data option",
                        "validate": {
                            "enum": [
                                "INSERT_ROWS",
                                "OVERWRITE"
                            ]
                        }
                    },
                    {
                        "name": "spreadsheetId",
                        "type": "text",
                        "label": "Spreadsheet",
                        "required": true
                    },
                    {
                        "name": "sheetId",
                        "type": "text",
                        "label": "Sheet Name",
                        "required": true
                    },
                    {
                        "name": "tableFirstRow",
                        "type": "select",
                        "label": "Column range",
                        "required": true,
                        "validate": {
                            "enum": [
                                "A1:Z1",
                                "A1:BZ1",
                                "A1:CZ1",
                                "A1:DZ1",
                                "A1:MZ1",
                                "A1:ZZ1"
                            ]
                        }
                    },
                    {
                        "name": "values",
                        "spec": [
                            {
                                "name": "0",
                                "type": "text",
                                "label": "A"
                            },
                            {
                                "name": "1",
                                "type": "text",
                                "label": "B"
                            },
                            {
                                "name": "2",
                                "type": "text",
                                "label": "C"
                            },
                            {
                                "name": "3",
                                "type": "text",
                                "label": "D"
                            },
                            {
                                "name": "4",
                                "type": "text",
                                "label": "E"
                            },
                            {
                                "name": "5",
                                "type": "text",
                                "label": "F"
                            },
                            {
                                "name": "6",
                                "type": "text",
                                "label": "G"
                            },
                            {
                                "name": "7",
                                "type": "text",
                                "label": "H"
                            },
                            {
                                "name": "8",
                                "type": "text",
                                "label": "I"
                            },
                            {
                                "name": "9",
                                "type": "text",
                                "label": "J"
                            },
                            {
                                "name": "10",
                                "type": "text",
                                "label": "K"
                            },
                            {
                                "name": "11",
                                "type": "text",
                                "label": "L"
                            },
                            {
                                "name": "12",
                                "type": "text",
                                "label": "M"
                            },
                            {
                                "name": "13",
                                "type": "text",
                                "label": "N"
                            },
                            {
                                "name": "14",
                                "type": "text",
                                "label": "O"
                            },
                            {
                                "name": "15",
                                "type": "text",
                                "label": "P"
                            },
                            {
                                "name": "16",
                                "type": "text",
                                "label": "Q"
                            },
                            {
                                "name": "17",
                                "type": "text",
                                "label": "R"
                            },
                            {
                                "name": "18",
                                "type": "text",
                                "label": "S"
                            },
                            {
                                "name": "19",
                                "type": "text",
                                "label": "T"
                            },
                            {
                                "name": "20",
                                "type": "text",
                                "label": "U"
                            },
                            {
                                "name": "21",
                                "type": "text",
                                "label": "V"
                            },
                            {
                                "name": "22",
                                "type": "text",
                                "label": "W"
                            },
                            {
                                "name": "23",
                                "type": "text",
                                "label": "X"
                            },
                            {
                                "name": "24",
                                "type": "text",
                                "label": "Y"
                            },
                            {
                                "name": "25",
                                "type": "text",
                                "label": "Z"
                            }
                        ],
                        "type": "collection",
                        "label": "Values"
                    }
                ]
            }
        },
        {
            "id": 13,
            "module": "builtin:BasicAggregator",
            "version": 1,
            "parameters": {
                "feeder": 5
            },
            "mapper": {},
            "metadata": {
                "designer": {
                    "x": 1500,
                    "y": 0
                },
                "restore": {
                    "extra": {
                        "feeder": {
                            "label": "Iterator [5]"
                        },
                        "target": {
                            "label": "Custom"
                        }
                    }
                },
                "advanced": true
            },
            "flags": {
                "stopIfEmpty": true
            }
        },
        {
            "id": 4,
            "module": "slack:CreateMessage",
            "version": 4,
            "parameters": {},
            "mapper": {
                "text": "Hey!nnHere's the lastest {{6.task.inputParameters.originUrl}} products featured on Product Hunt. {insert_google_sheets_link}",
                "parse": false,
                "mrkdwn": true,
                "channel": "DM4UHB7HT",
                "channelType": "im",
                "channelWType": "list"
            },
            "metadata": {
                "designer": {
                    "x": 1800,
                    "y": 0
                },
                "restore": {
                    "expect": {
                        "parse": {
                            "mode": "chose"
                        },
                        "mrkdwn": {
                            "mode": "chose"
                        },
                        "channel": {
                            "mode": "chose",
                            "label": "l.govender"
                        },
                        "link_names": {
                            "mode": "chose"
                        },
                        "channelType": {
                            "label": "IM channel"
                        },
                        "channelWType": {
                            "label": "Select from the list"
                        },
                        "unfurl_links": {
                            "mode": "chose"
                        },
                        "unfurl_media": {
                            "mode": "chose"
                        },
                        "reply_broadcast": {
                            "mode": "chose"
                        }
                    },
                    "parameters": {
                        "__IMTCONN__": {
                            "data": {
                                "scoped": "true",
                                "connection": "slack2"
                            },
                            "label": "My Slack (user) connection (lwgovender7)"
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "__IMTCONN__",
                        "type": "account:slack2,slack3",
                        "label": "Connection"
                    }
                ],
                "expect": [
                    {
                        "name": "channelWType",
                        "type": "select",
                        "label": "Enter a channel ID or name",
                        "required": true,
                        "validate": {
                            "enum": [
                                "manualy",
                                "list"
                            ]
                        }
                    },
                    {
                        "name": "text",
                        "type": "text",
                        "label": "Text"
                    },
                    {
                        "name": "blocks",
                        "type": "text",
                        "label": "Blocks"
                    },
                    {
                        "name": "thread_ts",
                        "type": "text",
                        "label": "Thread message ID (time stamp)"
                    },
                    {
                        "name": "reply_broadcast",
                        "type": "boolean",
                        "label": "Reply broadcast"
                    },
                    {
                        "name": "link_names",
                        "type": "boolean",
                        "label": "Link names"
                    },
                    {
                        "name": "parse",
                        "type": "boolean",
                        "label": "Parse message text"
                    },
                    {
                        "name": "mrkdwn",
                        "type": "boolean",
                        "label": "Use markdown"
                    },
                    {
                        "name": "unfurl_links",
                        "type": "boolean",
                        "label": "Unfurl primarily text-based content"
                    },
                    {
                        "name": "unfurl_media",
                        "type": "boolean",
                        "label": "Unfurl media content"
                    },
                    {
                        "name": "icon_emoji",
                        "type": "text",
                        "label": "Icon emoji"
                    },
                    {
                        "name": "icon_url",
                        "type": "url",
                        "label": "Icon url"
                    },
                    {
                        "name": "username",
                        "type": "text",
                        "label": "User name"
                    },
                    {
                        "name": "channelType",
                        "type": "select",
                        "label": "Channel type",
                        "required": true,
                        "validate": {
                            "enum": [
                                "public",
                                "private",
                                "im",
                                "mpim"
                            ]
                        }
                    },
                    {
                        "name": "channel",
                        "type": "select",
                        "label": "User",
                        "required": true
                    }
                ]
            }
        }
    ],
    "metadata": {
        "instant": true,
        "version": 1,
        "scenario": {
            "roundtrips": 1,
            "maxErrors": 3,
            "autoCommit": true,
            "autoCommitTriggerLast": true,
            "sequential": false,
            "slots": null,
            "confidential": false,
            "dataloss": false,
            "dlq": false,
            "freshVariables": false
        },
        "designer": {
            "orphans": []
        },
        "zone": "eu2.make.com",
        "notes": []
    }
}