# AI client onboarding agent: auto welcome email generator: n8n workflow

> Started by a change in a Google Sheet, and works across Gmail and Google Sheets. It hands the judgement calls to Gemini.

Source: https://millionrounds.com/workflow/ai-client-onboarding-agent-auto-welcome-email-generator-2 (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Data collection](https://millionrounds.com/workflows?category=Data+collection#library)

# AI client onboarding agent: auto welcome email generator

Started by a change in a Google Sheet, and works across Gmail and Google Sheets. It hands the judgement calls to Gemini. 9 steps: a working afternoon to understand properly.

Medium Calls a model: Gemini

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-client-onboarding-agent-auto-welcome-email-generator-2)

**9 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 2 Model 2 Logic 4 Service 1

The steps in the order they run, from what starts it.

- 1 **Error Handler** Error trigger *Starts it*
- 2 **Google Gemini Chat Model** Lm Chat Google Gemini *Model*
- 3 **Trigger on New Client Form Submission** Google Sheets trigger *Starts it*
- 4 **Execution Failure** No Op *Logic*
- 5 **Personalize Using Gemini** Chain Llm *Model*
- 6 **Extract and Structure Client Data** Set *Logic*
- 7 **Send Email to Client** Gmail *Service*
- 8 **Execution Completed** No Op *Logic*
- 9 **Client Checklist** Set *Logic*

## How it's built

- **Starts on:** A change in a Google Sheet
- **Steps:** 9
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, Google Sheets
- **Model:** Gemini

## Questions

What does it need to run?

An n8n account, plus your own Gmail and Google Sheets accounts, and a key for Gemini. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a change in a Google Sheet.

Does it use AI?

Yes. It calls Gemini. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 9 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 9 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-client-onboarding-agent-auto-welcome-email-generator-2)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)

## Workflows like it

Also data collection, with the same services where possible, closest in size first.

- [**AI Real Estate Listing Generator: Photo to Description** 9 steps · calls a model · Google Drive, Google Sheets](https://millionrounds.com/workflow/ai-real-estate-listing-generator-photo-to-description)
- [**AI client onboarding agent: Auto welcome email generator** 9 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/ai-client-onboarding-agent-auto-welcome-email-generator)
- [**Analyze Amazon purchase trends with Bright Data and OpenAI** 9 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/analyze-amazon-purchase-trends-with-bright-data-and-openai)
- [**Analyze skill gaps for target jobs with BrowserAct** 9 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/analyze-skill-gaps-for-target-jobs-with-browseract)
- [**Analyze skill gaps from LinkedIn jobs with BrowserAct** 9 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/analyze-skill-gaps-from-linkedin-jobs-with-browseract)
- [**Analyze website conversion funnels with OpenAI and Bright Data** 9 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/analyze-website-conversion-funnels-with-openai-and-bright-da)