# Classify client intake forms with Gemini and Gmail: n8n workflow

> Started by someone submitting a form, and works across Gmail and Google Sheets. It hands the judgement calls to Gemini.

Source: https://millionrounds.com/workflow/classify-client-intake-forms-with-gemini-and-gmail (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Data collection](https://millionrounds.com/workflows?category=Data+collection#library)

# Classify client intake forms with Gemini and Gmail

Started by someone submitting a form, and works across Gmail and Google Sheets. It hands the judgement calls to Gemini. 22 steps, 3 branches: large, and worth reading before you trust it with anything live.

Large Calls a model: Gemini

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fclassify-client-intake-forms-with-gemini-and-gmail)

**22 steps** Large: read it before trusting it with anything live

**3** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 3 Logic 6 Service 12

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

- 1 **Intake Form Submission** Form trigger *Starts it*
- 2 **Classification Model** Lm Chat Google Gemini *Model*
- 3 **Category + Reasoning Schema** Output Parser Structured *Model*
- 4 **Classify: Client Intake Description** Chain Llm *Model*
- 5 **Attach Classification to Submission** Set *Logic*
- 6 **Handle: Classification Failure** Set *Logic*
- 7 **Route: By Classification Category** Switch *Logic*
- 8 **Sheets: Log Submission** Google Sheets *Service*
- 9 **Email: Internal, Simple Automation** Gmail *Service*
- 10 **Email: Internal, AI Workflow** Gmail *Service*
- 11 **Email: Internal, Custom Integration** Gmail *Service*
- 12 **Email: Internal, Ambiguous/System Error** Gmail *Service*
- 13 **Check: Has Partial Intent?** If *Logic*
- 14 **Email: Client, Simple Automation** Gmail *Service*
- 15 **Email: Client, AI Workflow** Gmail *Service*
- 16 **Email: Client, Custom Integration** Gmail *Service*
- 17 **Merge: Rebuild After Notification, Ambiguous/System Error** Set *Logic*
- 18 **Email: Internal, Invalid (Partial Intent)** Gmail *Service*
- 19 **Check: Is System Error?** If *Logic*
- 20 **Email: Client, Invalid (Partial Intent)** Gmail *Service*
- 21 **Email: Client, System Error** Gmail *Service*
- 22 **Email: Client, Ambiguous** Gmail *Service*

## How it's built

- **Starts on:** Someone submitting a form
- **Steps:** 22, with 3 branches
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Gmail, Google Sheets
- **Model:** Gemini

## Questions

What does it need to run?

An n8n account, plus your own Gmail and Google Sheets accounts, and a key for Gemini. 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 Gemini. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 22 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 22 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%2Fclassify-client-intake-forms-with-gemini-and-gmail)
- **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.

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

## Workflows like it

Also data collection, with the same services where possible, closest in size first.

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- [**Automate customer retention with Stripe** 22 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/automate-customer-retention-with-stripe)
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- [**Gate film and TV music cue rights clearance with Gmail** 22 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/gate-film-and-tv-music-cue-rights-clearance-with-gmail)
- [**LinkedIn carousel - Growth Elite with OpenAI and Google Sheets** 22 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/linkedin-carousel-growth-elite-with-openai-and-google-sheets)