Automate client onboarding across Google Drive, Slack, Notion & Gmail with GPT-4o-mini — n8n Workflow

Medium complexity⚡ Trigger13 nodes🏷️ Project Managementby 長谷　真宏

Overview

Who is this for? This template is perfect for agencies, consultancies, freelancers, and project-based teams who want to eliminate repetitive onboarding tasks. If you're tired of manually creating folders, Slack channels, and project pages every time a new client signs a contract, this automation will save you hours. What this workflow does When a new contract PDF is uploaded to a designated Google Drive folder, this workflow automatically:

Parses the filename to extract client name, project nam

Nodes used

Google SheetsSlackGoogle DriveGmailNotionCodeAI AgentOpenAI Chat Model

Workflow Preview

🎯 Project Onboarding Automation
Automate your entire client onboarding workflow when a
This template automatically:
1. Creates a project folder s
1️⃣ Trigger & Parse
Monitors a specific Google Drive folder for new/updated
Extracts client name, project name, and email from the
2️⃣ Configuration
Centralized config node.
Update these values:
- Google Drive parent folder ID
- Notion database ID
- Google Sheet ID
3️⃣ Create Project Infrastructure
Automatically creates:
- Root project folder
- Deliverables subfolder
- Slack channel for communication
4️⃣ Project Management
Creates a Notion page with:
- Project details
- Initial kickoff task
Logs to master Google Sheet for tracking.
5️⃣ AI Email Draft & Notification
Uses OpenAI to draft a personalized welcome email.
Saves as Gmail draft for human review.
Notifies team on Slack when complete.
model
⚡
W
Watch Contract Folder
Parse Filename
S
Set Config Variables
Create Project Folder
Create Deliverables Subf…
Create Slack Channel
Create Notion Project Page
Add Kickoff Task
Log to Master Sheet
AI Draft Welcome Email
Create Gmail Draft
Notify Team on Slack
OpenAI Chat Model
13 nodes12 edges

How it Works

  1. 1

    Trigger

    The workflow starts with a trigger trigger.

  2. 2

    Process

    Data flows through 13 nodes, connecting agent, code, gmail.

  3. 3

    Output

    The workflow completes its automation and delivers the result to the configured destination.

Node Details (13)

GO

Google Sheets

googleSheets

#1
SL

Slack

slack

#2
GO

Google Drive

googleDrive

#3
GM

Gmail

gmail

#4
NO

Notion

notion

#5
CO

Code

code

#6
AI

AI Agent

n8n-nodes-langchain.agent

#7
OP

OpenAI Chat Model

n8n-nodes-langchain.lmChatOpenAi

#8

How to Import This Workflow

  1. 1Click Download JSON button on the right to save the workflow file.
  2. 2Open your n8n instance. Go to Workflows → New → Import from file.
  3. 3Select the downloaded automate-client-onboarding-across-google-drive-slack-notion-gmail-with-gpt-4o-mini file and click Import.
  4. 4Set up credentials for each service node (API keys, OAuth, etc.).
  5. 5Click Test Workflow to verify everything works, then activate it.

Or paste directly in n8n → Import from JSON:

{ "name": "Automate client onboarding across Google Drive, Slack, Notion & Gmail with GPT-4o-mini", "nodes": [...], ...}

Integrations

agentcodegmailgoogledrivegoogledrivetriggergooglesheetslmchatopenainotionsetslack

Get This Workflow

Download and import in one click

Download JSONView on n8n.io
Nodes13
Complexitymedium
Triggertrigger
CategoryProject Management

Created by

長谷　真宏

長谷　真宏

@masa0258

Tags

agentcodegmailgoogledrivegoogledrivetriggergooglesheetslmchatopenainotionsetslack
⚡

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