Templates / Automate marketing agency client onboarding: Typeform to GDrive + OpenAI research

Automate marketing agency client onboarding: Typeform to GDrive + OpenAI research

Ready for 3.0

by Chris Rudy ✓ · 917 views · created 2025-09-01 · Project Management, AI Chatbot

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 35 nodes and runs on Typeform events. Along the way it connects Google Drive, Slack, Typeform and OpenAI and 2 more.

How it runs

Trigger: On Typeform events.

  1. Slack: uses Slack
  2. Google Drive: work with folder
  3. OpenAI: uses OpenAI
  4. Gmail: uses Gmail
  5. Google Drive: work with folder
  6. Google Drive: work with folder
  7. Google Drive: work with folder
  8. Google Drive: work with folder
  9. Google Drive: work with folder
  10. Google Drive: work with folder

…plus 24 more steps. See the full node list below.

Services it uses

Google DriveSlackTypeformOpenAIGoogle DocsGmail

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)

From the author

Who's it for Marketing agencies, digital agencies, and freelancers who need to streamline their client onboarding process and create consistent, professional documentation for new clients. Perfect for teams handling multiple client intakes who want to save…

Excerpt from Chris Rudy's description on n8n.io.

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

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