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

中 复杂度⚡ 触发器13 个节点🏷️ Project Management作者：長谷　真宏

概览

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

使用的节点

Google SheetsSlackGoogle DriveGmailNotionCodeAI AgentOpenAI Chat Model

工作流预览

🎯 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

工作原理

  1. 1

    触发器

    工作流由 触发器 触发器启动。

  2. 2

    处理

    数据流经 13 个节点, connecting agent, code, gmail。

  3. 3

    输出

    工作流完成自动化并将结果发送到配置的目标。

节点详情 (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

如何导入此工作流

  1. 1点击右侧 下载 JSON 按钮保存工作流文件。
  2. 2打开你的 n8n 实例，依次点击 工作流 → 新建 → 从文件导入。
  3. 3选择下载的 automate-client-onboarding-across-google-drive-slack-notion-gmail-with-gpt-4o-mini 文件并点击导入。
  4. 4为每个服务节点配置 凭证（API 密钥、OAuth 等）。
  5. 5点击 测试工作流 验证一切正常，然后激活它。

或直接在 n8n → 从 JSON 导入 中粘贴：

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

集成

agentcodegmailgoogledrivegoogledrivetriggergooglesheetslmchatopenainotionsetslack

获取此工作流

一键下载并导入

下载 JSON在 n8n.io 上查看
节点13
复杂度medium
触发器trigger
分类Project Management

创建者

長谷　真宏

長谷　真宏

@masa0258

标签

agentcodegmailgoogledrivegoogledrivetriggergooglesheetslmchatopenainotionsetslack
⚡

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