Automate client onboarding with Google Forms, GPT‑4o, ClickUp and Gmail — n8n Workflow

Medium complexity⚡ Trigger14 nodes🏷️ Project Managementby Milo Bravo

Overview

Client Onboarding Automation: Google Forms → GPT-4o → ClickUp & Gmail

Who is this for?

Consultants, agencies, freelancers, and SaaS teams handling client onboarding who want automated workspaces + AI task lists without manual setup.

What problem is this workflow solving? Onboarding chaos wastes hours:

Manual folder/task creation per client

Inconsistent project scopes and timelines

Forgotten welcome emails and links

No standardized AI-scoped task lists

This workflow auto-creates everythin

Nodes used

Google DriveClickUpGmailAI AgentOpenAI Chat ModelStructured Output Parser

Workflow Preview

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Client Onboarding Automation
What it does:
Automates the entire client onboarding process — from f
Setup Guide
Follow these steps to get started:
1. Connect Gmail
Add your Gmail OAuth2 credentials in the Send Welcom
1. Trigger & Document Intake
Client submits the onboarding form with their name, ema
2. Workspace Setup
Creates a dedicated Google Drive folder and ClickUp pro
3. AI Task Generation
An AI agent analyzes the proposal document and generate
4. Client Notification
Sends a personalized welcome email with links to the Go
modelparser
Send Welcome Email
⚡
R
Receive Onboarding Form
OpenAI Chat Model
Generate Onboarding Tasks
Parse Task JSON Output
S
Split Tasks Array
Create ClickUp Task
L
Loop Through Tasks
S
Set Project Information
E
Extract PDF Content
S
Set Drive Folder ID
Create ClickUp List
Create ClickUp Folder
Create Google Drive Folder
14 nodes14 edges

How it Works

  1. 1

    Trigger

    The workflow starts with a trigger trigger.

  2. 2

    Process

    Data flows through 14 nodes, connecting agent, clickup, extractfromfile.

  3. 3

    Output

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

Node Details (14)

GO

Google Drive

googleDrive

#1
CL

ClickUp

clickUp

#2
GM

Gmail

gmail

#3
AI

AI Agent

n8n-nodes-langchain.agent

#4
OP

OpenAI Chat Model

n8n-nodes-langchain.lmChatOpenAi

#5
ST

Structured Output Parser

n8n-nodes-langchain.outputParserStructured

#6

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-with-google-forms-gpt4o-clickup-and-gmail 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 with Google Forms, GPT‑4o, ClickUp and Gmail", "nodes": [...], ...}

Integrations

agentclickupextractfromfileformtriggergmailgoogledrivelmchatopenaioutputparserstructuredsetsplitinbatchessplitout

Get This Workflow

Download and import in one click

Download JSONView on n8n.io
Nodes14
Complexitymedium
Triggertrigger
CategoryProject Management

Created by

Milo Bravo

Milo Bravo

@milobravo1

Tags

agentclickupextractfromfileformtriggergmailgoogledrivelmchatopenaioutputparserstructuredsetsplitinbatches
⚡

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