# Create consulting client onboarding tasks with OpenAI: n8n workflow

> Started by another system calling it, and works across Email, Google Calendar, Google Sheets and Slack. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/create-consulting-client-onboarding-tasks-with-openai (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)

# Create consulting client onboarding tasks with OpenAI

Started by another system calling it, and works across Email, Google Calendar, Google Sheets and Slack. It hands the judgement calls to OpenAI. 14 steps, 1 branch: a working afternoon to understand properly.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcreate-consulting-client-onboarding-tasks-with-openai)

**14 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**4** Services it connects to

## The flow

Starts it 1 Model 1 Logic 3 Service 9

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

- 1 **New Client Intake Form** Webhook *Starts it*
- 2 **Workflow Configuration** Set *Logic*
- 3 **Normalize Client Data** Set *Logic*
- 4 **Generate Onboarding Checklist** Open Ai *Model*
- 5 **Route by Project Type** Switch *Logic*
- 6 **Log to Google Sheets - Strategy** Google Sheets *Service*
- 7 **Log to Google Sheets - Management** Google Sheets *Service*
- 8 **Log to Google Sheets - IT** Google Sheets *Service*
- 9 **Notify Strategy Consultant** Slack *Service*
- 10 **Notify Management Consultant** Slack *Service*
- 11 **Notify IT Consultant** Slack *Service*
- 12 **Send Welcome Email** Email Send *Service*
- 13 **Schedule Kickoff Meeting** Google Calendar *Service*
- 14 **Sync to CRM** Http Request *Service*

## 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.

**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 14 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%2Fcreate-consulting-client-onboarding-tasks-with-openai)
- **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.

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

## Workflows like it

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

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- [**Analyze legal contracts with OpenAI and Slack** 14 steps · calls a model · Email, Google Calendar](https://millionrounds.com/workflow/analyze-legal-contracts-with-openai-and-slack)
- [**Analyze meeting effectiveness with OpenAI and Google Calendar** 14 steps · calls a model · Google Calendar, Slack](https://millionrounds.com/workflow/analyze-meeting-effectiveness-with-openai-and-google-calenda)
- [**Book and manage law office appointments with Telegram** 14 steps · calls a model · Google Calendar, Telegram](https://millionrounds.com/workflow/book-and-manage-law-office-appointments-with-telegram)
- [**Complete lesson automation for modern UK teachers with OpenAI** 14 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/complete-lesson-automation-for-modern-uk-teachers-with-opena)