Onboard new clients from forms with OpenAI, Google Sheets, Gmail, and Slack
Ready for 3.0What 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”).
- Normalize Form Fields (Edit Fields (Set)): sets or maps fields
- Generate AI Brief (OpenAI): uses OpenAI
- Build Complete Context (Edit Fields (Set)): sets or maps fields
- Append to Sheets (Google Sheets): append
- Create Drive Folder (Google Drive): create
- Post to Slack Channel (Slack): uses Slack
- Send Welcome Email (Gmail): uses Gmail
- Wait: waits 1 days
- Send Follow-up Email (Gmail): uses Gmail
Services it uses
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)
- n8n Form Trigger
n8n-nodes-base.formTrigger - Edit Fields (Set)
n8n-nodes-base.set - OpenAI
@n8n/n8n-nodes-langchain.openAi - Google Sheets
n8n-nodes-base.googleSheets - Google Drive
n8n-nodes-base.googleDrive - Gmail
n8n-nodes-base.gmail - Wait
n8n-nodes-base.wait - Slack
n8n-nodes-base.slack
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…