Manage client onboarding and project handoff with Google Sheets and Gmail
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 23 nodes and runs when an HTTP GET request hits its webhook URL (plus 1 other trigger). Along the way it connects Google Sheets and Gmail.
How it runs
Trigger: When an HTTP GET request hits its webhook URL (plus 1 other trigger).
- Validate Client Intake (Code): runs custom JavaScript code
- Read Active Projects (Google Sheets): uses Google Sheets
- Read Existing Clients (Google Sheets): uses Google Sheets
- Build Onboarding Risk Digest (Code): runs custom JavaScript code
- Load Onboarding Config (Google Sheets): uses Google Sheets
- Has Onboarding Risk? (If): checks a condition and branches into true / false
- Build Client Onboarding Plan (Code): runs custom JavaScript code
- Send Onboarding Risk Digest (Gmail): uses Gmail
- Check Client Duplication (If): checks a condition and branches into true / false
- Send Duplicate Review Email (Gmail): uses Gmail
…plus 11 more steps. See the full node list below.
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 (7)
- Webhook
n8n-nodes-base.webhook - Code
n8n-nodes-base.code - Google Sheets
n8n-nodes-base.googleSheets - Gmail
n8n-nodes-base.gmail - Respond to Webhook
n8n-nodes-base.respondToWebhook - If
n8n-nodes-base.if - Schedule Trigger
n8n-nodes-base.scheduleTrigger
From the author
Quick overview Turn new clients into structured onboarding records, project handoffs, checklists, welcome emails, and internal team alerts using Google Sheets and Gmail. Includes duplicate detection, risk escalation, and a daily onboarding digest for small…