Automation library · Data collection

Client onboarding email automation with Google Sheets

Started by a change in a Google Sheet, and works across Gmail and Google Sheets. It hands the judgement calls to Gemini. 9 steps: a working afternoon to understand properly.

MediumCalls a model: Gemini

9 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 2Model 2Logic 4Service 1

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

  1. 1Error HandlerError triggerStarts it
  2. 2Google Gemini Chat ModelLm Chat Google GeminiModel
  3. 3Trigger on New Client Form SubmissionGoogle Sheets triggerStarts it
  4. 4Execution FailureNo OpLogic
  5. 5Personalize Using GeminiChain LlmModel
  6. 6Extract and Structure Client DataSetLogic
  7. 7Send Email to ClientGmailService
  8. 8Execution CompletedNo OpLogic
  9. 9Client ChecklistSetLogic

How it's built

Starts on
A change in a Google Sheet
Steps
9
Size
Medium: a working afternoon
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 a change in a Google Sheet.

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?

Plan an afternoon. 9 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 9 steps before you point it at anything that matters.