Automation library · Lead generation

Automate client lifecycle: lead intake to onboarding

Started by another system calling it, and works across Airtable, Gmail, Google Calendar, Notion and one other. 32 steps, 3 branches: large, and worth reading before you trust it with anything live.

Large

Download free
32 stepsLarge: read it before trusting it with anything live
3Branches: places the flow splits
0Loops or waits
5Services it connects to

The flow

Starts it 9Logic 3Service 20

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

  1. 1Webhook TriggerWebhookStarts it
  2. 2Schedule Daily CheckSchedule triggerStarts it
  3. 3Webhook Trigger1WebhookStarts it
  4. 4Webhook Trigger2WebhookStarts it
  5. 5Validate Booking DataIfLogic
  6. 6Get Upcoming Calls (24h)AirtableService
  7. 7Validate DataIfLogic
  8. 8Validate Payment DataIfLogic
  9. 9Update Airtable Lead RecordAirtableService
  10. 10Respond ErrorRespond To WebhookStarts it
  11. 11Send 24h ReminderGmailService
  12. 12Enrich with Clearbit (Optional)Http RequestService
  13. 13Respond Error1Respond To WebhookStarts it
  14. 14Mark Lead as Paid in AirtableAirtableService
  15. 15Respond Error2Respond To WebhookStarts it
  16. 16Update Notion PageNotionService
  17. 17Mark Reminder SentAirtableService
  18. 18Create Airtable RecordAirtableService
  19. 19Log Error to SlackSlackService
  20. 20Create Onboarding Checklist in NotionNotionService
  21. 21Create Google Calendar EventGoogle CalendarService
  22. 22Create Notion Project PageNotionService
  23. 23Send Welcome EmailGmailService
  24. 24Send Pre-Call Survey EmailGmailService
  25. 25Send Slack NotificationSlackService
  26. 26Send WhatsApp Welcome (Optional)Http RequestService
  27. 27Notify Slack - PaymentSlackService
  28. 28Update Financial TrackingAirtableService
  29. 29Notify SlackSlackService
  30. 30Send Auto-Reply EmailGmailService
  31. 31Respond Success2Respond To WebhookStarts it
  32. 32Respond Success1Respond To WebhookStarts it

How it's built

Starts on
Another system calling it
Steps
32, with 3 branches
Size
Large: read it before trusting it with anything live
Connects to
Airtable, Gmail, Google Calendar, Notion, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Airtable, Gmail, Google Calendar, Notion and Slack accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Take your time. At 32 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 32 steps before you point it at anything that matters.