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

Gemiddeld complexiteit⚡ Trigger14 knooppunten🏷️ Project Managementdoor Milo Bravo

Overzicht

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

Gebruikte knooppunten

Google DriveClickUpGmailAI AgentOpenAI Chat ModelStructured Output Parser

Workflow-voorvertoning

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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

Hoe het werkt

  1. 1

    Trigger

    De workflow start met een trigger-trigger.

  2. 2

    Verwerking

    Gegevens stromen door 14 knooppunten, connecting agent, clickup, extractfromfile.

  3. 3

    Uitvoer

    De workflow voltooit zijn automatisering en levert het resultaat aan de geconfigureerde bestemming.

Knooppuntdetails (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

Hoe deze workflow te importeren

  1. 1Klik op de knop JSON downloaden rechts om het workflowbestand op te slaan.
  2. 2Open uw n8n-instantie. Ga naar Workflows → Nieuw → Importeren uit bestand.
  3. 3Selecteer het gedownloade bestand automate-client-onboarding-with-google-forms-gpt4o-clickup-and-gmail en klik op Importeren.
  4. 4Stel inloggegevens in voor elk serviceknooppunt (API-sleutels, OAuth, enz.).
  5. 5Klik op Workflow testen om te controleren of alles werkt, activeer het vervolgens.

Of plak rechtstreeks in n8n → Importeren uit JSON:

{ "name": "Automate client onboarding with Google Forms, GPT‑4o, ClickUp and Gmail", "nodes": [...], ...}

Integraties

agentclickupextractfromfileformtriggergmailgoogledrivelmchatopenaioutputparserstructuredsetsplitinbatchessplitout

Haal deze workflow op

Download en importeer met één klik

JSON downloadenBekijken op n8n.io
Knooppunten14
Complexiteitmedium
Triggertrigger
CategorieProject Management

Gemaakt door

Milo Bravo

Milo Bravo

@milobravo1

Tags

agentclickupextractfromfileformtriggergmailgoogledrivelmchatopenaioutputparserstructuredsetsplitinbatches
⚡

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