# Automated client onboarding system with Notion: n8n workflow > Started by another system calling it, and works across Airtable, Email, Google Calendar, HubSpot and two others. Source: https://millionrounds.com/workflow/automated-client-onboarding-system-with-notion (Millionrounds; every figure on the page links to its filing or article) [Automation library](https://millionrounds.com/workflows) · [Scheduling](https://millionrounds.com/workflows?category=Scheduling#library) # 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](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomated-client-onboarding-system-with-notion) **25 steps** Large: read it before trusting it with anything live **4** Branches: places the flow splits **0** Loops or waits **6** Services it connects to ## The flow Starts it 4 Logic 12 Service 9 The steps in the order they run, from what starts it. - 1 **Client Intake Webhook** Webhook *Starts it* - 2 **Manual Trigger** Manual trigger *Starts it* - 3 **Opt-in Confirm Webhook** Webhook *Starts it* - 4 **On Error** Error trigger *Starts it* - 5 **Set: User Config** Set *Logic* - 6 **Function: Simulate Intake** Function *Logic* - 7 **On Error → Email Owner** Email Send *Service* - 8 **Function: Map Intake** Function *Logic* - 9 **Function: Parse Optin** Function *Logic* - 10 **Function: Score Lead** Function *Logic* - 11 **Notion: Find by Token** Notion *Service* - 12 **Notion: Create Client** Notion *Service* - 13 **Function: Build Welcome Email** Function *Logic* - 14 **Function: Pick Page** Function *Logic* - 15 **Email: Send Welcome** Email Send *Service* - 16 **If: Telegram Enabled?** If *Logic* - 17 **If: Airtable Enabled?** If *Logic* - 18 **If: HubSpot Enabled?** If *Logic* - 19 **If: Calendar Hold Enabled?** If *Logic* - 20 **Notion: Set Consent + Status** Notion *Service* - 21 **Telegram: Notify Owner** Telegram *Service* - 22 **Airtable: Create Row** Airtable *Service* - 23 **HubSpot: Create Contact** Hubspot *Service* - 24 **Function: Hold Times** Function *Logic* - 25 **Google Calendar: Create Hold** Google Calendar *Service* ## 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. ## 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%2Fautomated-client-onboarding-system-with-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. [Airtable](https://millionrounds.com/workflows?service=Airtable#library)[Email](https://millionrounds.com/workflows?service=Email#library)[Google Calendar](https://millionrounds.com/workflows?service=Google+Calendar#library)[HubSpot](https://millionrounds.com/workflows?service=HubSpot#library)[Notion](https://millionrounds.com/workflows?service=Notion#library)[Telegram](https://millionrounds.com/workflows?service=Telegram#library) ## Workflows like it Also scheduling, with the same services where possible, closest in size first. - [**AI chatbot call center: Taxi booking worker** 25 steps · Google Calendar, Postgres](https://millionrounds.com/workflow/ai-chatbot-call-center-taxi-booking-worker) - [**Telegram appointment scheduler bot with Google Calendar** 25 steps · Google Calendar, Google Sheets](https://millionrounds.com/workflow/telegram-appointment-scheduler-bot-with-google-calendar) - [**AI token tracker for WhatsApp & Telegram – Save AI usage** 25 steps · calls a model · Airtable, Gmail](https://millionrounds.com/workflow/ai-token-tracker-for-whatsapp-and-telegram-save-ai-usage) - [**AI-powered meeting research & daily agenda** 25 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/ai-powered-meeting-research-and-daily-agenda) - [**Automate new customer onboarding with HubSpot** 25 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/automate-new-customer-onboarding-with-hubspot) - [**Automated customer onboarding with HubSpot and Gmail** 25 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/automated-customer-onboarding-with-hubspot-and-gmail)