🔬 Create client onboarding packets with GPT-4.1-mini and Gmail drafts
⚡ 16 views · 🔬 Document Extraction & Analysis
Description
How it works
- Receives client intake data via a POST webhook from any form tool (Typeform, Tally, your website, etc.)
- Normalises and validates all incoming fields into a clean structured object
- Sends the intake data to GPT-4.1-mini which generates a full onboarding packet — project brief, success metrics, kickoff checklist, first-week plan, and clarifying questions
- Parses the AI output and formats it into a Gmail-ready HTML email
- Saves a pre-written kickoff email as a Gmail draft addressed to your client, ready for your review
- Returns the complete packet as a JSON response to the webhook caller
Set up steps
- Connect your OpenAI credential to the OpenAI node (GPT-4.1-mini or higher recommended)
- Connect your Gmail OAuth2 credential to the Gmail node
- Activate the workflow and copy the generated webhook URL
- Point your intake form to the webhook URL using a POST request
- Map your form fields to: client_name, client_email, company, website, service, goal, target_audience, deadline, budget, notes, sender_name
- Submit a test entry to confirm the Gmail draft is created correctly
🔗 Nodes Used
Webhook, Gmail, OpenAI
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File