# Automate client onboarding with OpenAI and Google Drive: n8n workflow

> Started by someone submitting a form, and works across ClickUp, Gmail, Google Drive and Slack. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/automate-client-onboarding-with-openai-and-google-drive (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 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.

Medium Calls a model: OpenAI

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

**16 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**1** Loop or waits

**4** Services it connects to

## The flow

Starts it 1 Model 3 Logic 4 Service 8

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

- 1 **On form submission1** Form trigger *Starts it*
- 2 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 3 **Structured Output Parser** Output Parser Structured *Model*
- 4 **Extract from File1** Extract From File *Service*
- 5 **Segment Task** Agent *Model*
- 6 **Remane Doc** Set *Logic*
- 7 **Split Out1** Split Out *Logic*
- 8 **Create Main Client Folder** Google Drive *Service*
- 9 **Loop Over Items** Split In Batches *Logic*
- 10 **Remane Folder ID** Set *Logic*
- 11 **Slack | Create Channel** Slack *Service*
- 12 **Create a task** Click Up *Service*
- 13 **Click Up~Create a folder** Click Up *Service*
- 14 **Slack | Post Message** Slack *Service*
- 15 **Click Up~Create a list** Click Up *Service*
- 16 **Send Welcome Email** Gmail *Service*

## 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.

## 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-with-openai-and-google-drive)
- **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.

[ClickUp](https://millionrounds.com/workflows?service=ClickUp#library)[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#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.

- [**Analyze high-priority tenders from Airtable** 16 steps · calls a model · Airtable, Gmail](https://millionrounds.com/workflow/analyze-high-priority-tenders-from-airtable)
- [**Archive and index legal PDFs from Gmail with Gemini and Sheets** 16 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/archive-and-index-legal-pdfs-from-gmail-with-gemini-and-shee)
- [**Automate AI-powered employee onboarding emails and Slack updates** 16 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/automate-ai-powered-employee-onboarding-emails-and-slack-upd)
- [**Automate employee onboarding with Groq and Gmail** 16 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/automate-employee-onboarding-with-groq-and-gmail)
- [**Benchmark procurement prices and flag overpricing** 16 steps · calls a model · Google Sheets, RSS](https://millionrounds.com/workflow/benchmark-procurement-prices-and-flag-overpricing)
- [**Build a company knowledge brain with Google Drive and Cognee** 16 steps · calls a model · Google Drive, Slack](https://millionrounds.com/workflow/build-a-company-knowledge-brain-with-google-drive-and-cognee)