Automation library · Data collection

Automate Calendly user onboarding & offboarding

Started by someone submitting a form, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI. 25 steps, 3 branches: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

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25 stepsLarge: read it before trusting it with anything live
3Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 2Model 4Logic 6Service 13

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

  1. 1OpenAI Chat ModelLm Chat Open AiModel
  2. 2OpenAI Chat Model1Lm Chat Open AiModel
  3. 3Onboarding formForm triggerStarts it
  4. 4Offboarding formForm triggerStarts it
  5. 5Email Agent OnboardingAgentModel
  6. 6Email Agent OffboardingAgentModel
  7. 7New userGoogle SheetsService
  8. 8Set Calendy OrganizationSetLogic
  9. 9Get row(s) in sheetGoogle SheetsService
  10. 10Email Man-in-the-loop OnboardingGmailService
  11. 11Email Man-in-the-loop OffboardingGmailService
  12. 12MergeMergeLogic
  13. 13If1IfLogic
  14. 14Approve onboarding?IfLogic
  15. 15Approve offboarding?IfLogic
  16. 16Add user to CalendlyHttp RequestService
  17. 17Form endingFormService
  18. 18Set Calendy Organization idSetLogic
  19. 19Form ending1FormService
  20. 20Onboarding completeGoogle SheetsService
  21. 21Get Calendly UserHttp RequestService
  22. 22End form page onboardingFormService
  23. 23Delete Calendly userHttp RequestService
  24. 24Offboarding completeGoogle SheetsService
  25. 25End form page offboardingFormService

How it's built

Starts on
Someone submitting a form
Steps
25, with 3 branches
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Google Sheets
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on someone submitting a form.

Does it use AI?

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

How long does it take to set up?

Take your time. At 25 steps it is large: read it before trusting it with anything live.

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 25 steps before you point it at anything that matters.