Templates / Onboard new clients from forms with OpenAI, Google Sheets, Gmail, and Slack

Onboard new clients from forms with OpenAI, Google Sheets, Gmail, and Slack

Ready for 3.0

by Monfort N. Brian | 宁俊 ✓ · 82 views · created 2026-06-03 · CRM, AI Summarization

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 10 nodes and runs when someone submits an n8n form (“Work with us”). Along the way it connects OpenAI, Google Sheets, Google Drive and Gmail and 1 more.

How it runs

Trigger: When someone submits an n8n form (“Work with us”).

  1. Normalize Form Fields (Edit Fields (Set)): sets or maps fields
  2. Generate AI Brief (OpenAI): uses OpenAI
  3. Build Complete Context (Edit Fields (Set)): sets or maps fields
  4. Append to Sheets (Google Sheets): append
  5. Create Drive Folder (Google Drive): create
  6. Post to Slack Channel (Slack): uses Slack
  7. Send Welcome Email (Gmail): uses Gmail
  8. Wait: waits 1 days
  9. Send Follow-up Email (Gmail): uses Gmail

Services it uses

OpenAIGoogle SheetsGoogle DriveGmailSlack

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (8)

From the author

Quick overview This workflow captures client inquiries via an n8n Form, uses OpenAI to generate an internal brief and client-facing summary, logs the submission to Google Sheets, creates a Google Drive folder, notifies your team in Slack, and sends welcome…

Excerpt from Monfort N. Brian | 宁俊's description on n8n.io.

View the original on n8n.io → Check your own copy

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