Automation library · Chat assistants

Customer onboarding help requests with Typeform and Sheets

Started by someone submitting a form, and works across ClickUp, Gmail, Google Sheets and Slack. It puts Azure OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 14 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: Azure OpenAIRetrieval

14 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Model 4Logic 4Service 5

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

  1. 1Typeform TriggerTypeform triggerStarts it
  2. 2Azure OpenAI Chat Model1Lm Chat Azure Open AiModel
  3. 3Simple Memory1Memory Buffer WindowModel
  4. 4Structured Output ParserOutput Parser StructuredModel
  5. 5Log to Google SheetsGoogle SheetsService
  6. 6AI AgentAgentModel
  7. 7Check Email ExistsIfLogic
  8. 8Send a messageSlackService
  9. 9Generate Professional Email HTMLCodeLogic
  10. 10Create ClickUp Onboarding TaskClick UpService
  11. 11Handle Missing Email and log errorFunctionLogic
  12. 12Send Welcome EmailGmailService
  13. 13Format Customer Data for SheetsCodeLogic
  14. 14Append or update row in sheetGoogle SheetsService

How it's built

Starts on
Someone submitting a form
Steps
14, with 1 branch
Size
Medium: a working afternoon
Connects to
ClickUp, Gmail, Google Sheets, Slack
Model
Azure OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

An n8n account, plus your own ClickUp, Gmail, Google Sheets and Slack accounts, and a key for Azure OpenAI. 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 Azure OpenAI. Its answers draw on documents you give it, not on the model alone. 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.