Automation library · Chat assistants

Automate client onboarding with OpenAI and Google Drive

Started by someone submitting a form, and works across ClickUp, Gmail, Google Drive and Slack. It hands the judgement calls to OpenAI. 16 steps, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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16 stepsMedium: a working afternoon
0Branches: places the flow splits
1Loop or waits
4Services it connects to

The flow

Starts it 1Model 3Logic 4Service 8

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

  1. 1On form submission1Form triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Structured Output ParserOutput Parser StructuredModel
  4. 4Extract from File1Extract From FileService
  5. 5Segment TaskAgentModel
  6. 6Remane DocSetLogic
  7. 7Split Out1Split OutLogic
  8. 8Create Main Client FolderGoogle DriveService
  9. 9Loop Over ItemsSplit In BatchesLogic
  10. 10Remane Folder IDSetLogic
  11. 11Slack | Create ChannelSlackService
  12. 12Create a taskClick UpService
  13. 13Click Up~Create a folderClick UpService
  14. 14Slack | Post MessageSlackService
  15. 15Click Up~Create a listClick UpService
  16. 16Send Welcome EmailGmailService

How it's built

Starts on
Someone submitting a form
Steps
16, 1 loop or waits
Size
Medium: a working afternoon
Connects to
ClickUp, Gmail, Google Drive, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own ClickUp, Gmail, Google Drive 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 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. 16 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 16 steps before you point it at anything that matters.