# Automate client onboarding across Google Drive, Slack, Notion: n8n workflow

> Started by an event in a connected app, and works across Gmail, Google Drive, Google Sheets, Notion and one other. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/automate-client-onboarding-across-google-drive-slack-notion (Millionrounds; every figure on the page links to its filing or article)

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

# Automate client onboarding across Google Drive, Slack, Notion

Started by an event in a connected app, and works across Gmail, Google Drive, Google Sheets, Notion and one other. It hands the judgement calls to OpenAI. 13 steps: a working afternoon to understand properly.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-client-onboarding-across-google-drive-slack-notion)

**13 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**5** Services it connects to

## The flow

Starts it 1 Model 2 Logic 2 Service 8

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

- 1 **Watch Contract Folder** Google Drive trigger *Starts it*
- 2 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 3 **Parse Filename** Code *Logic*
- 4 **AI Draft Welcome Email** Agent *Model*
- 5 **Set Config Variables** Set *Logic*
- 6 **Create Gmail Draft** Gmail *Service*
- 7 **Create Project Folder** Google Drive *Service*
- 8 **Notify Team on Slack** Slack *Service*
- 9 **Create Deliverables Subfolder** Google Drive *Service*
- 10 **Create Slack Channel** Slack *Service*
- 11 **Create Notion Project Page** Notion *Service*
- 12 **Add Kickoff Task** Notion *Service*
- 13 **Log to Master Sheet** Google Sheets *Service*

## How it's built

- **Starts on:** An event in a connected app
- **Steps:** 13
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, Google Drive, Google Sheets, Notion, Slack
- **Model:** OpenAI

## Questions

What does it need to run?

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

What starts it?

It starts on an event in a connected app.

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?

Plan an afternoon. 13 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 13 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-onboarding-across-google-drive-slack-notion)
- **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 Drive](https://millionrounds.com/workflows?service=Google+Drive#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Notion](https://millionrounds.com/workflows?service=Notion#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

Also chat assistants, with the same services where possible, closest in size first.

- [**AI WhatsApp assistant – smart message responder** 13 steps · calls a model · Google Sheets, WhatsApp](https://millionrounds.com/workflow/ai-whatsapp-assistant-smart-message-responder)
- [**Automate Your RFP Process with OpenAI Assistants** 13 steps · calls a model · Gmail, Google Docs](https://millionrounds.com/workflow/automate-your-rfp-process-with-openai-assistants)
- [**Automate event planning & budget optimization with Claude** 13 steps · calls a model · Email, Google Sheets](https://millionrounds.com/workflow/automate-event-planning-and-budget-optimization-with-claude)
- [**Automate launch intelligence with Hacker News and Asana** 13 steps · calls a model · Asana, Gmail](https://millionrounds.com/workflow/automate-launch-intelligence-with-hacker-news-and-asana)
- [**Automate water bill calculations with Telegram and Gemini** 13 steps · calls a model · Google Sheets, Telegram](https://millionrounds.com/workflow/automate-water-bill-calculations-with-telegram-and-gemini)
- [**Automated customer feedback triage with Gemini and Jotform** 13 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/automated-customer-feedback-triage-with-gemini-and-jotform)