Automation library · Scheduling

Automated client onboarding system with Notion

Started by another system calling it, and works across Airtable, Email, Google Calendar, HubSpot and two others. 25 steps, 4 branches: large, and worth reading before you trust it with anything live.

Large

Download free
25 stepsLarge: read it before trusting it with anything live
4Branches: places the flow splits
0Loops or waits
6Services it connects to

The flow

Starts it 4Logic 12Service 9

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

  1. 1Client Intake WebhookWebhookStarts it
  2. 2Manual TriggerManual triggerStarts it
  3. 3Opt-in Confirm WebhookWebhookStarts it
  4. 4On ErrorError triggerStarts it
  5. 5Set: User ConfigSetLogic
  6. 6Function: Simulate IntakeFunctionLogic
  7. 7On Error → Email OwnerEmail SendService
  8. 8Function: Map IntakeFunctionLogic
  9. 9Function: Parse OptinFunctionLogic
  10. 10Function: Score LeadFunctionLogic
  11. 11Notion: Find by TokenNotionService
  12. 12Notion: Create ClientNotionService
  13. 13Function: Build Welcome EmailFunctionLogic
  14. 14Function: Pick PageFunctionLogic
  15. 15Email: Send WelcomeEmail SendService
  16. 16If: Telegram Enabled?IfLogic
  17. 17If: Airtable Enabled?IfLogic
  18. 18If: HubSpot Enabled?IfLogic
  19. 19If: Calendar Hold Enabled?IfLogic
  20. 20Notion: Set Consent + StatusNotionService
  21. 21Telegram: Notify OwnerTelegramService
  22. 22Airtable: Create RowAirtableService
  23. 23HubSpot: Create ContactHubspotService
  24. 24Function: Hold TimesFunctionLogic
  25. 25Google Calendar: Create HoldGoogle CalendarService

How it's built

Starts on
Another system calling it
Steps
25, with 4 branches
Size
Large: read it before trusting it with anything live
Connects to
Airtable, Email, Google Calendar, HubSpot, Notion, Telegram
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Airtable, Email, Google Calendar, HubSpot, Notion and Telegram 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 25 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 25 steps before you point it at anything that matters.