{% extends "base.html" %}
{% block title %}Setup Guide — Agency Automation Starter Kit{% endblock %}
{% block content %}
<div class="max-w-4xl mx-auto px-4 sm:px-6 py-10">
  <div class="flex items-center gap-3 text-xs font-bold">
    <span class="px-3 py-1 rounded-full bg-slate-900 text-white">SETUP PDF</span>
    <span class="px-3 py-1 rounded-full bg-white border">12 pages • HTML version</span>
    <a href="/download-pack/core" class="px-3 py-1 rounded-full bg-amber-400 text-slate-900 font-bold">Download ZIP includes this</a>
  </div>
  <h1 class="font-display font-bold text-3xl mt-3">Setup Guide — Agency Automation Starter Kit</h1>
  <p class="text-slate-600 mt-2">Import → swap credentials → customize one node → test → activate. 15 minutes per workflow per client. This is the <b>PDF</b> that ships inside the ZIP (HTML preview below).</p>

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      <h2 class="font-bold text-lg">1. Import JSON (1 min)</h2>
      <ol class="mt-3 space-y-2 text-sm list-decimal pl-5 text-slate-700">
        <li>Unzip <code class="bg-slate-100 px-1 rounded">agency-automation-starter-core.zip</code></li>
        <li>In n8n (cloud or self-hosted, free tier OK): <b>Workflows → Import from File</b></li>
        <li>Select <code class="bg-slate-100 px-1 rounded">workflows/lead-intake-to-crm-sync.json</code> (or any)</li>
        <li>Workflow appears with notes in flow. Do NOT activate yet.</li>
      </ol>
      <div class="mt-3 bg-slate-50 border rounded-xl p-3 text-xs font-mono">n8n → Workflows → … → Import from File → *.json</div>
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      <h2 class="font-bold text-lg">2. Swap credentials (5 min) — the only required edit</h2>
      <p class="text-sm text-slate-600 mt-1">Each workflow’s first node says <code class="bg-amber-100 px-1 rounded">CONFIGURE</code> in its notes. Open it, replace the placeholder credential.</p>
      <div class="mt-3 grid md:grid-cols-2 gap-3 text-sm">
        <div class="bg-slate-50 border rounded-xl p-3"><b>Airtable/HubSpot/Notion</b><br><span class="text-slate-600">Add your API key / OAuth in n8n Credentials → select in node dropdown. Table names are in the node’s notes.</span></div>
        <div class="bg-slate-50 border rounded-xl p-3"><b>Slack / Gmail / Stripe</b><br><span class="text-slate-600">OAuth connect once, then pick channel / inbox in the node. Slack channel defaults to <code>#leads</code> — change per client.</span></div>
        <div class="bg-slate-50 border rounded-xl p-3"><b>OpenAI</b><br><span class="text-slate-600">Set OpenAI credential (sk-…). Prompt is in the OpenAI node’s prompt field — edit tone there. Model defaults to <code>gpt-4o-mini</code>.</span></div>
        <div class="bg-slate-50 border rounded-xl p-3"><b>Webhook / Cron</b><br><span class="text-slate-600">Webhook: copy Test URL → paste in Typeform/Calendly. Cron: set timezone to client’s (default UTC).</span></div>
      </div>
      <div class="mt-3 text-xs bg-indigo-50 border border-indigo-200 rounded-xl p-3"><b>Tip:</b> Duplicate workflow → rename to <code>client-slug — lead-intake</code> before editing. Keep the original as template.</div>
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      <h2 class="font-bold text-lg">3. Customize one node per client (5 min)</h2>
      <p class="text-sm text-slate-600 mt-1">You never rewrite the workflow — you edit exactly one Set node per workflow (labeled <code class="bg-slate-100 px-1 rounded">CLIENT CONFIG</code>).</p>
      <div class="mt-3 bg-slate-900 text-slate-100 rounded-xl p-4 font-mono text-xs overflow-auto">// CLIENT CONFIG (Set node)
// Edit these 3 fields per client, leave rest:
{
  "slack_channel": "#client-acme",
  "crm_table": "Clients/Deals",
  "client_name": "Acme Inc."
}
— then the workflow routes correctly.</div>
      <ul class="mt-3 space-y-1.5 text-sm text-slate-700">
        <li class="flex gap-2"><i class="fa-solid fa-check text-emerald-500 mt-1"></i> <b>Slack digests:</b> change channel in Slack node + cron timezone</li>
        <li class="flex gap-2"><i class="fa-solid fa-check text-emerald-500 mt-1"></i> <b>Proposal reminders:</b> wait durations are Wait nodes — 7d default</li>
        <li class="flex gap-2"><i class="fa-solid fa-check text-emerald-500 mt-1"></i> <b>AI prompts:</b> tone is in OpenAI node → swap “friendly vs formal” there</li>
      </ul>
    </div>

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      <h2 class="font-bold text-lg">4. Test → Activate (2 min)</h2>
      <ol class="mt-3 space-y-2 text-sm list-decimal pl-5 text-slate-700">
        <li>Click <b>Execute Workflow</b> → send test webhook (Postman or real Typeform)</li>
        <li>Check Slack / Airtable for result. If error, see troubleshooting below.</li>
        <li>Toggle <b>Active</b> on (top-right). Done — billing the client for customization, not boilerplate.</li>
      </ol>
      <div class="mt-3 bg-emerald-50 border border-emerald-200 rounded-xl p-3 text-sm"><b>Proof step:</b> Screenshot the active canvas + Slack result → attach to Gumroad review request. First 5 reviews drive conversion.</div>
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      <h2 class="font-bold text-lg text-amber-900"><i class="fa-solid fa-triangle-exclamation"></i> Troubleshooting — when n8n nodes change</h2>
      <p class="text-sm text-amber-800/80 mt-1">This is the #1 risk in the plan: n8n silently breaks templates on version bumps.</p>
      <ul class="mt-3 space-y-1.5 text-sm text-amber-900/80 list-disc pl-5">
        <li><b>Slack “channel_not_found”:</b> Bot isn’t in channel → invite <code>@n8n</code> to channel.</li>
        <li><b>Airtable 422:</b> Field name changed → update field list in Airtable node notes.</li>
        <li><b>Gmail 403:</b> Re-auth OAuth — Google expires every 7d on test apps.</li>
        <li><b>OpenAI 429:</b> Rate limit → lower cron frequency or add Wait node.</li>
        <li><b>Workflow deactivated after n8n update:</b> Re-import updated JSON from Gumroad “new version” email (free 6 months).</li>
      </ul>
      <div class="mt-3 text-xs bg-white border rounded-xl p-3">Updates policy: free re-download for 6 months. After that, $19 update pack (planned). Keep your order email.</div>
    </div>

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      <h2 class="font-bold text-lg">Per-workflow cheatsheet (excerpt)</h2>
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        <table class="w-full text-sm">
          <thead class="text-xs text-slate-500"><tr><th class="text-left py-2">Workflow</th><th class="text-left py-2">Edit this node</th><th class="text-left py-2">Field</th></tr></thead>
          <tbody class="divide-y">
            <tr><td class="py-2">Lead Intake → CRM</td><td class="font-mono text-xs">Set → CLIENT CONFIG</td><td class="text-xs">airtable_base, slack_channel</td></tr>
            <tr><td class="py-2">AI Follow-Up</td><td class="font-mono text-xs">OpenAI</td><td class="text-xs">prompt tone</td></tr>
            <tr><td class="py-2">Invoice Reminder</td><td class="font-mono text-xs">Wait</td><td class="text-xs">7d → 3d if aggressive</td></tr>
            <tr><td class="py-2">Slack Digest</td><td class="font-mono text-xs">Slack</td><td class="text-xs">channel + cron 8am TZ</td></tr>
            <tr><td class="py-2">Client Onboarding</td><td class="font-mono text-xs">Notion</td><td class="text-xs">template page ID</td></tr>
            <tr><td class="py-2">Weekly Report</td><td class="font-mono text-xs">Function</td><td class="text-xs">KPI fields</td></tr>
            <tr class="bg-amber-50"><td class="py-2">AI Lead Scoring (Pro)</td><td class="font-mono text-xs">OpenAI</td><td class="text-xs">scoring rubric</td></tr>
          </tbody>
        </table>
      </div>
      <div class="mt-4 flex gap-2">
        <a href="/catalog" class="px-5 py-2.5 rounded-full bg-slate-900 text-white font-bold text-sm">Browse workflows</a>
        <a href="/download-pack/core" class="px-5 py-2.5 rounded-full border-2 border-slate-200 font-bold text-sm">Download ZIP</a>
      </div>
    </div>

    <div class="bg-slate-900 text-white rounded-2xl p-6 text-center">
      <div class="font-bold">Ready?</div>
      <p class="text-sm text-slate-300 mt-1">Import the free workflow in your n8n instance now — 2 minutes to prove it.</p>
      <div class="mt-4 flex justify-center gap-2">
        <a href="/download/lead-intake-to-crm-sync" class="px-6 py-3 rounded-full bg-white text-slate-900 font-bold text-sm">Get free JSON</a>
        <a href="/pricing" class="px-6 py-3 rounded-full bg-amber-400 text-slate-900 font-bold text-sm">Buy pack $49 →</a>
      </div>
    </div>
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