# Automate client lifecycle: lead intake to onboarding: n8n workflow > Started by another system calling it, and works across Airtable, Gmail, Google Calendar, Notion and one other. Source: https://millionrounds.com/workflow/automate-client-lifecycle-lead-intake-to-onboarding (Millionrounds; every figure on the page links to its filing or article) [Automation library](https://millionrounds.com/workflows) · [Lead generation](https://millionrounds.com/workflows?category=Lead+generation#library) # 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](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-client-lifecycle-lead-intake-to-onboarding) **32 steps** Large: read it before trusting it with anything live **3** Branches: places the flow splits **0** Loops or waits **5** Services it connects to ## The flow Starts it 9 Logic 3 Service 20 The steps in the order they run, from what starts it. - 1 **Webhook Trigger** Webhook *Starts it* - 2 **Schedule Daily Check** Schedule trigger *Starts it* - 3 **Webhook Trigger1** Webhook *Starts it* - 4 **Webhook Trigger2** Webhook *Starts it* - 5 **Validate Booking Data** If *Logic* - 6 **Get Upcoming Calls (24h)** Airtable *Service* - 7 **Validate Data** If *Logic* - 8 **Validate Payment Data** If *Logic* - 9 **Update Airtable Lead Record** Airtable *Service* - 10 **Respond Error** Respond To Webhook *Starts it* - 11 **Send 24h Reminder** Gmail *Service* - 12 **Enrich with Clearbit (Optional)** Http Request *Service* - 13 **Respond Error1** Respond To Webhook *Starts it* - 14 **Mark Lead as Paid in Airtable** Airtable *Service* - 15 **Respond Error2** Respond To Webhook *Starts it* - 16 **Update Notion Page** Notion *Service* - 17 **Mark Reminder Sent** Airtable *Service* - 18 **Create Airtable Record** Airtable *Service* - 19 **Log Error to Slack** Slack *Service* - 20 **Create Onboarding Checklist in Notion** Notion *Service* - 21 **Create Google Calendar Event** Google Calendar *Service* - 22 **Create Notion Project Page** Notion *Service* - 23 **Send Welcome Email** Gmail *Service* - 24 **Send Pre-Call Survey Email** Gmail *Service* - 25 **Send Slack Notification** Slack *Service* - 26 **Send WhatsApp Welcome (Optional)** Http Request *Service* - 27 **Notify Slack - Payment** Slack *Service* - 28 **Update Financial Tracking** Airtable *Service* - 29 **Notify Slack** Slack *Service* - 30 **Send Auto-Reply Email** Gmail *Service* - 31 **Respond Success2** Respond To Webhook *Starts it* - 32 **Respond Success1** Respond To Webhook *Starts 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. ## 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%2Fautomate-client-lifecycle-lead-intake-to-onboarding) - **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. [Airtable](https://millionrounds.com/workflows?service=Airtable#library)[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Calendar](https://millionrounds.com/workflows?service=Google+Calendar#library)[Notion](https://millionrounds.com/workflows?service=Notion#library)[Slack](https://millionrounds.com/workflows?service=Slack#library) ## Workflows like it Also lead generation, with the same services where possible, closest in size first. - [**Nurture dental leads and manage appointments** 32 steps · Gmail, Google Calendar](https://millionrounds.com/workflow/nurture-dental-leads-and-manage-appointments) - [**Send CRM lead outreach emails with Notion and Gmail** 32 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/send-crm-lead-outreach-emails-with-notion-and-gmail) - [**Monitor Reddit communities lead generation with Slack** 33 steps · Slack](https://millionrounds.com/workflow/monitor-reddit-communities-lead-generation-with-slack) - [**Automated lead generation & AI research with Apollo** 31 steps · calls a model · Google Sheets, Slack](https://millionrounds.com/workflow/automated-lead-generation-and-ai-research-with-apollo) - [**Extract sales leads from Google Jobs, LinkedIn & Indeed** 31 steps · calls a model · Apify, Gmail](https://millionrounds.com/workflow/extract-sales-leads-from-google-jobs-linkedin-and-indeed) - [**AI-Powered Cold Calling Automation with Google Sheets** 30 steps · Google Sheets, Slack](https://millionrounds.com/workflow/ai-powered-cold-calling-automation-with-google-sheets)