Automation library · Data collection

Collect duplicate-safe client intake with Google Sheets

Started by someone submitting a form, and works across Google Sheets. 8 steps, 1 branch: small enough to read in one sitting and change without fear.

Small

8 stepsSmall: readable in one sitting
1Branch: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Logic 4Service 3

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

  1. 1Collect Client IntakeForm triggerStarts it
  2. 2Normalize Client DataSetLogic
  3. 3Search Google Sheets by EmailGoogle SheetsService
  4. 4Client Exists?IfLogic
  5. 5Update Existing ClientGoogle SheetsService
  6. 6Append New ClientGoogle SheetsService
  7. 7Return Updated ResultSetLogic
  8. 8Return Created ResultSetLogic

How it's built

Starts on
Someone submitting a form
Steps
8, with 1 branch
Size
Small: readable in one sitting
Connects to
Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Google Sheets account. 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?

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?

Not long. At 8 steps it can be read in one sitting and changed without fear.

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 8 steps before you point it at anything that matters.