The flow
Starts it 1Model 1Logic 3Service 9
The steps in the order they run, from what starts it.
- 1New Client Intake FormWebhookStarts it
- 2Workflow ConfigurationSetLogic
- 3Normalize Client DataSetLogic
- 4Generate Onboarding ChecklistOpen AiModel
- 5Route by Project TypeSwitchLogic
- 6Log to Google Sheets - StrategyGoogle SheetsService
- 7Log to Google Sheets - ManagementGoogle SheetsService
- 8Log to Google Sheets - ITGoogle SheetsService
- 9Notify Strategy ConsultantSlackService
- 10Notify Management ConsultantSlackService
- 11Notify IT ConsultantSlackService
- 12Send Welcome EmailEmail SendService
- 13Schedule Kickoff MeetingGoogle CalendarService
- 14Sync to CRMHttp RequestService
How it's built
- Starts on
- Another system calling it
- Steps
- 14, with 1 branch
- Size
- Medium: a working afternoon
- Connects to
- Email, Google Calendar, Google Sheets, Slack
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, plus your own Email, Google Calendar, Google Sheets and Slack accounts, and a key for OpenAI. 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?
Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.
How long does it take to set up?
Plan an afternoon. 14 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.
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 14 steps before you point it at anything that matters.