📋 Automate client onboarding with GPT-4, Google Drive, ClickUp & Slack
⚡ 956 views · 📋 Project Management
Description
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 to match your business.
- Test the workflow with a sample client submission to confirm all outputs.
Estimated Setup Time: ~30–45 minutes for a first-time user familiar with n8n integrations.
🔗 Nodes Used
Slack, Google Drive, ClickUp, Gmail, AI Agent, OpenAI Chat Model
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File