Automation library · AI assistants

Automate client onboarding with Google Forms and OpenAI

Started by someone submitting a form, and works across ClickUp, Gmail and Google Drive. It hands the judgement calls to OpenAI. 14 steps, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: OpenAI

14 stepsMedium: a working afternoon
0Branches: places the flow splits
1Loop or waits
3Services it connects to

The flow

Starts it 1Model 3Logic 4Service 6

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

  1. 1Receive Onboarding FormForm triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Parse Task JSON OutputOutput Parser StructuredModel
  4. 4Extract PDF ContentExtract From FileService
  5. 5Generate Onboarding TasksAgentModel
  6. 6Set Project InformationSetLogic
  7. 7Split Tasks ArraySplit OutLogic
  8. 8Create Google Drive FolderGoogle DriveService
  9. 9Loop Through TasksSplit In BatchesLogic
  10. 10Set Drive Folder IDSetLogic
  11. 11Send Welcome EmailGmailService
  12. 12Create ClickUp TaskClick UpService
  13. 13Create ClickUp FolderClick UpService
  14. 14Create ClickUp ListClick UpService

How it's built

Starts on
Someone submitting a form
Steps
14, 1 loop or waits
Size
Medium: a working afternoon
Connects to
ClickUp, Gmail, Google Drive
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own ClickUp, Gmail and Google Drive 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?

Plan an afternoon. 14 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 14 steps before you point it at anything that matters.