Automate client onboarding with Google Forms, GPT‑4o, ClickUp and Gmail
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 14 nodes and runs when someone submits an n8n form (“Client Onboarding Form”). Along the way it connects Gmail, OpenAI Chat Model, ClickUp and Google Drive.
How it runs
Trigger: When someone submits an n8n form (“Client Onboarding Form”).
- Extract PDF Content (Extract from File): extracts data from a file (pdf)
- Set Project Information (Edit Fields (Set)): sets 1 field: projectInformation
- Create Google Drive Folder (Google Drive): work with folder
- Set Drive Folder ID (Edit Fields (Set)): sets 1 field: DriveFolderID
- Create ClickUp Folder (ClickUp): work with folder
- Create ClickUp List (ClickUp): create (list)
- Generate Onboarding Tasks (AI Agent): runs an AI agent, with model: OpenAI Chat Model; output parser: Parse Task JSON Output
- Split Tasks Array (Split Out): splits a list into separate items
- Loop Through Tasks (Loop Over Items (Split in Batches)): loops over the items in batches
- Send Welcome Email (Gmail): uses Gmail
…plus 1 more step. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in Generate Onboarding Tasks (v1.9): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) Generate Onboarding Tasks (v1.9) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (11)
- Gmail
n8n-nodes-base.gmail - n8n Form Trigger
n8n-nodes-base.formTrigger - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - AI Agent
@n8n/n8n-nodes-langchain.agent - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Split Out
n8n-nodes-base.splitOut - ClickUp
n8n-nodes-base.clickUp - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - Edit Fields (Set)
n8n-nodes-base.set - Extract from File
n8n-nodes-base.extractFromFile - Google Drive
n8n-nodes-base.googleDrive
From the author
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…