Automate Client Onboarding with GPT-4, Google Drive, ClickUp & Slack — n8n Workflow

High complexity⚡ Trigger16 nodes🏷️ Project Managementby Muhammad Bello

Overview

Description This automation streamlines client onboarding by instantly processing a submitted form, extracting key details from an uploaded proposal, and using GPT-4 to generate a full onboarding task list.

It then sets up the client workspace across Google Drive, ClickUp, and Slack, and sends a personalized welcome email completing in under a minute from submission.

Setup Steps

Connect your Google Drive, ClickUp, Slack, Gmail, and OpenAI accounts. Customize the form fields and system prompt

Nodes used

SlackGoogle DriveClickUpGmailAI AgentOpenAI Chat ModelStructured Output Parser

Workflow Preview

🔧 Configuration Notes
Before running this workflow:
1. Google Drive:
* Configure OAuth2 credentials
* Confirm the account can create folders
2. ClickUp:
AI Client Onboarding Workflow
Purpose: Streamline and fully automate the onboarding p
Triggered by: n8n form submission
Actions performed
modelparser
⚡
O
On form submission1
E
Extract from File1
R
Remane Doc
Create Main Client Folder
R
Remane Folder ID
Click Up~Create a folder
Click Up~Create a list
Segment Task
OpenAI Chat Model
Structured Output Parser
Send Welcome Email
Slack | Create Channel
Slack | Post Message
S
Split Out1
L
Loop Over Items
Create a task
16 nodes16 edges

How it Works

  1. 1

    Trigger

    The workflow starts with a trigger trigger.

  2. 2

    Process

    Data flows through 16 nodes, connecting agent, clickup, extractfromfile.

  3. 3

    Output

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

Node Details (16)

SL

Slack

slack

#1
GO

Google Drive

googleDrive

#2
CL

ClickUp

clickUp

#3
GM

Gmail

gmail

#4
AI

AI Agent

n8n-nodes-langchain.agent

#5
OP

OpenAI Chat Model

n8n-nodes-langchain.lmChatOpenAi

#6
ST

Structured Output Parser

n8n-nodes-langchain.outputParserStructured

#7

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-gpt-4-google-drive-clickup-slack 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 GPT-4, Google Drive, ClickUp & Slack", "nodes": [...], ...}

Integrations

agentclickupextractfromfileformtriggergmailgoogledrivelmchatopenaioutputparserstructuredsetslacksplitinbatchessplitout

Get This Workflow

Download and import in one click

Download JSONView on n8n.io
Nodes16
Complexityhigh
Triggertrigger
CategoryProject Management

Created by

Muhammad Bello

Muhammad Bello

@muhammad-bello

Tags

agentclickupextractfromfileformtriggergmailgoogledrivelmchatopenaioutputparserstructuredsetslack
⚡

New to n8n?

n8n is a free, open-source workflow automation tool. Self-host it or use the cloud version.

Get n8n Free →