Automate Client Onboarding with GPT-4o-mini, Asana, Slack, Google Drive 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 15 nodes and runs when someone submits an n8n form. Along the way it connects Gmail, Slack, OpenAI Chat Model and Google Drive and 1 more.
How it runs
Trigger: When someone submits an n8n form.
- Extract from File: extracts data from a file
- Rename Doc (Edit Fields (Set)): sets or maps fields
- Create Main Client Folder (Google Drive): uses Google Drive
- Rename Folder ID (Edit Fields (Set)): sets or maps fields
- Asana: uses Asana
- Segment Tasks (AI Agent): runs an AI agent, with model: OpenAI Chat Model; output parser: Structured Output Parser
- Split Out: splits a list into separate items
- Loop Over Items (Loop Over Items (Split in Batches)): loops over the items in batches
- Slack: uses Slack
- Asana: uses Asana
…plus 2 more steps. 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 Segment 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) Segment 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 (12)
- Gmail
n8n-nodes-base.gmail - n8n Form Trigger
n8n-nodes-base.formTrigger - Slack
n8n-nodes-base.slack - 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 - 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 - Asana
n8n-nodes-base.asana
From the author
Automate the complete client onboarding process for AI automation services using n8n, Asana, Slack, Google Drive, and Gmail. This workflow ensures a consistent, professional, and scalable onboarding experience for every new client. --- 📌 Purpose This…