Client onboarding with form

AI-Powered Lead Triage and Response System 🤖 This advanced workflow creates a customized, embedded lead-capture form, automatically logs client data to a spreadsheet, and uses AI to instantly analyze and summarize the lead for rapid human follow-up. How it works 1. A potential client fills out the Gurey AI partnership form (built-in n8n form trigger). 2. The workflow immediately logs all submitted data to a designated Google Sheet. 3. An AI Agent receives the raw data and is instructed to condense it into a factual, concise client summary. 4. A second AI Agent generates a personalized welcome and confirmation email to the client, using the AI-generated summary and original goals to make the email highly relevant. --- Set up steps (2-3 minutes) ⏱️ 1. Google Sheets: Create a new Google Sheet to log your client data, making sure the column headers match the form field names (e.g., "First Name", "📧 Email", etc.). 2. Credentials: Add two credentials to your n8n instance: Google Sheets OAuth2 API OpenRouter API (for the AI Agents) 3. Update Nodes: Connect the new credentials to the "Log client data" and "OpenRouter Chat Model" nodes. 4. Finalize: Open the "Log client data" node and select your newly created Google Sheet. Detailed descriptions and links are available in the sticky notes within the workflow. 🤓