{ "name": "Automate client onboarding with Google Forms, GPT‑4o, ClickUp and Gmail", "nodes": [ { "id": "02a553f6-1a24-48f6-93b8-f93d7390933f", "name": "Send Welcome Email", "type": "n8n-nodes-base.gmail", "position": [ -144, 224 ] }, { "id": "6a997c93-ea96-4acb-a6c1-63abc85d15e2", "name": "Receive Onboarding Form", "type": "n8n-nodes-base.formTrigger", "position": [ -2368, 208 ] }, { "id": "8f58dd65-b841-40d3-920f-4c9319c30d78", "name": "OpenAI Chat Model", "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "position": [ -1024, 336 ] }, { "id": "c83e4dc0-938d-4262-b362-c9b17461e9f0", "name": "Generate Onboarding Tasks", "type": "@n8n/n8n-nodes-langchain.agent", "position": [ -1024, 208 ] }, { "id": "f416e34b-4dd4-43ba-9334-03a11784a6ca", "name": "Parse Task JSON Output", "type": "@n8n/n8n-nodes-langchain.outputParserStructured", "position": [ -864, 336 ] }, { "id": "358748ae-67e5-41e2-a005-b24f6d3c7149", "name": "Split Tasks Array", "type": "n8n-nodes-base.splitOut", "position": [ -720, 208 ] }, { "id": "166165b5-d060-42cf-8231-5dcd31fffe4f", "name": "Create ClickUp Task", "type": "n8n-nodes-base.clickUp", "position": [ -384, 208 ] }, { "id": "317d970f-f2ba-486e-884b-4a9dfb6a930b", "name": "Loop Through Tasks", "type": "n8n-nodes-base.splitInBatches", "position": [ -544, 208 ] }, { "id": "3baac784-1a8c-4299-a74d-fe68d14163a2", "name": "Set Project Information", "type": "n8n-nodes-base.set", "position": [ -2064, 208 ] }, { "id": "224ade98-6194-41cc-b683-90c28f0f63ae", "name": "Extract PDF Content", "type": "n8n-nodes-base.extractFromFile", "position": [ -2224, 208 ] }, { "id": "7325b43e-5a96-4eb1-8349-f3b0d9fba921", "name": "Set Drive Folder ID", "type": "n8n-nodes-base.set", "position": [ -1728, 208 ] }, { "id": "615d2100-fd7f-4384-a09c-3a36436ba4a1", "name": "Create ClickUp List", "type": "n8n-nodes-base.clickUp", "position": [ -1312, 208 ] }, { "id": "548a513a-57c0-4ff8-8d58-89a6f1f1ff95", "name": "Create ClickUp Folder", "type": "n8n-nodes-base.clickUp", "position": [ -1472, 208 ] }, { "id": "750f6e0d-a152-40bf-aa98-3027c922d5bc", "name": "Create Google Drive Folder", "type": "n8n-nodes-base.googleDrive", "position": [ -1888, 208 ] }, { "id": "39c5ed7c-6bd9-41a9-9536-e57b1c44bfd6", "name": "Contact & Attribution", "type": "n8n-nodes-base.stickyNote", "position": [ 272, -64 ], "parameters": { "width": 700, "height": 1268, "content": "## Was this helpful? Get in touch!\n\n[![clic](https://vptkuqoipqbebipqjnqw.supabase.co/storage/v1/object/public/Milo%20Bravo/seeAxWUupcOOXY5tntexZ_video.gif)](https://tally.so/r/EkKGgB)\n\nI really hope " } }, { "id": "a9cb01cb-7755-4230-94e0-56b43a3457f3", "name": "Workflow Overview", "type": "n8n-nodes-base.stickyNote", "position": [ -3440, 0 ], "parameters": { "width": 920, "height": 660, "content": "## Client Onboarding Automation\n\n### **What it does:**\nAutomates the entire client onboarding process — from form submission to workspace setup, AI-generated task lists, and a personalized welcome ema" } }, { "id": "28b4e751-66c7-4c6a-a979-b62940c18670", "name": "Setup Guide", "type": "n8n-nodes-base.stickyNote", "position": [ -3440, 720 ], "parameters": { "width": 920, "height": 680, "content": "## Setup Guide\n\nFollow these steps to get started:\n\n1. **Connect Gmail**\n Add your Gmail OAuth2 credentials in the **Send Welcome Email** node. Update the email body with your company name, Calendly" } }, { "id": "sect-1-trigger-intake", "name": "Section 1 — Trigger & Intake", "type": "n8n-nodes-base.stickyNote", "position": [ -2496, 80 ], "parameters": { "width": 896, "height": 260, "content": "## 1. Trigger & Document Intake\n\nClient submits the onboarding form with their name, email, company, website, and proposal PDF. The document is extracted to plain text for AI processing." } }, { "id": "sect-2-workspace-setup", "name": "Section 2 — Workspace Setup", "type": "n8n-nodes-base.stickyNote", "position": [ -1568, 80 ], "parameters": { "width": 464, "height": 260, "content": "## 2. Workspace Setup\n\nCreates a dedicated Google Drive folder and ClickUp project folder + list for the new client. All named automatically using the company name from the form." } }, { "id": "sect-3-ai-tasks", "name": "Section 3 — AI Task Generation", "type": "n8n-nodes-base.stickyNote", "position": [ -1072, 80 ], "parameters": { "width": 832, "height": 360, "content": "## 3. AI Task Generation\n\nAn AI agent analyzes the proposal document and generates 20–30 detailed onboarding tasks with titles, descriptions, and due dates. Tasks are created individually in ClickUp v" } }, { "id": "sect-4-notification", "name": "Section 4 — Client Notification", "type": "n8n-nodes-base.stickyNote", "position": [ -176, 80 ], "parameters": { "width": 420, "height": 360, "content": "## 4. Client Notification\n\nSends a personalized welcome email with links to the Google Drive folder, Calendly scheduling, and next steps." } } ], "connections": { "OpenAI Chat Model": { "ai_languageModel": [ [ { "node": "Generate Onboarding Tasks", "type": "ai_languageModel", "index": 0 } ] ] }, "Split Tasks Array": { "main": [ [ { "node": "Loop Through Tasks", "type": "main", "index": 0 } ] ] }, "Loop Through Tasks": { "main": [ [ { "node": "Send Welcome Email", "type": "main", "index": 0 } ], [ { "node": "Create ClickUp Task", "type": "main", "index": 0 } ] ] }, "Create ClickUp List": { "main": [ [ { "node": "Generate Onboarding Tasks", "type": "main", "index": 0 } ] ] }, "Create ClickUp Task": { "main": [ [ { "node": "Loop Through Tasks", "type": "main", "index": 0 } ] ] }, "Extract PDF Content": { "main": [ [ { "node": "Set Project Information", "type": "main", "index": 0 } ] ] }, "Set Drive Folder ID": { "main": [ [ { "node": "Create ClickUp Folder", "type": "main", "index": 0 } ] ] }, "Create ClickUp Folder": { "main": [ [ { "node": "Create ClickUp List", "type": "main", "index": 0 } ] ] }, "Parse Task JSON Output": { "ai_outputParser": [ [ { "node": "Generate Onboarding Tasks", "type": "ai_outputParser", "index": 0 } ] ] }, "Receive Onboarding Form": { "main": [ [ { "node": "Extract PDF Content", "type": "main", "index": 0 } ] ] }, "Set Project Information": { "main": [ [ { "node": "Create Google Drive Folder", "type": "main", "index": 0 } ] ] }, "Generate Onboarding Tasks": { "main": [ [ { "node": "Split Tasks Array", "type": "main", "index": 0 } ] ] }, "Create Google Drive Folder": { "main": [ [ { "node": "Set Drive Folder ID", "type": "main", "index": 0 } ] ] } } }