Handle client intake, routing, and confirmations with Claude, Google Sheets, Gmail, and Twilio
Ready for 3.0Ready 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 workflow has 13 nodes and runs when someone submits an n8n form (“Request Help”). Along the way it connects Google Sheets, Gmail and Twilio. It also calls api.anthropic.com over HTTP.
How it runs
Trigger: When someone submits an n8n form (“Request Help”).
- Set Intake Fields (Edit Fields (Set)): sets 11 fields: fullName, email, phone…
- Check Service Area (If): checks a condition and branches into true / false
- Draft Confirmation with Claude (HTTP Request): calls api.anthropic.com (POST)
- Log Waitlist (Google Sheets): append
- Parse AI Response (Code): runs custom JavaScript code
- Respond Waitlist (n8n Form): shows the next form page
- Log New Request (Google Sheets): append
- Alert Intake Team (Gmail): uses Gmail
- Email Customer Confirmation (Gmail): uses Gmail
- Check SMS Consent (If): checks a condition and branches into true / false
…plus 2 more steps. See the full node list below.
Services it uses
HTTP calls to: api.anthropic.com
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 (9)
- n8n Form Trigger
n8n-nodes-base.formTrigger - Edit Fields (Set)
n8n-nodes-base.set - If
n8n-nodes-base.if - HTTP Request
n8n-nodes-base.httpRequest - Code
n8n-nodes-base.code - Google Sheets
n8n-nodes-base.googleSheets - Gmail
n8n-nodes-base.gmail - Twilio
n8n-nodes-base.twilio - n8n Form
n8n-nodes-base.form
From the author
Quick overview This workflow hosts an n8n intake form, checks whether the submitted state is in your service area, uses Anthropic Claude to draft confirmation messages and an internal summary, logs requests to Google Sheets, emails via Gmail, optionally sends…