# Customer onboarding help requests with Typeform and Sheets: n8n workflow > Started by someone submitting a form, and works across ClickUp, Gmail, Google Sheets and Slack. Source: https://millionrounds.com/workflow/customer-onboarding-help-requests-with-typeform-and-sheets (Millionrounds; every figure on the page links to its filing or article) [Automation library](https://millionrounds.com/workflows) · [Chat assistants](https://millionrounds.com/workflows?category=Chat+assistants#library) # 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. Medium Calls a model: Azure OpenAI Retrieval [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcustomer-onboarding-help-requests-with-typeform-and-sheets) **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 4 Logic 4 Service 5 The steps in the order they run, from what starts it. - 1 **Typeform Trigger** Typeform trigger *Starts it* - 2 **Azure OpenAI Chat Model1** Lm Chat Azure Open Ai *Model* - 3 **Simple Memory1** Memory Buffer Window *Model* - 4 **Structured Output Parser** Output Parser Structured *Model* - 5 **Log to Google Sheets** Google Sheets *Service* - 6 **AI Agent** Agent *Model* - 7 **Check Email Exists** If *Logic* - 8 **Send a message** Slack *Service* - 9 **Generate Professional Email HTML** Code *Logic* - 10 **Create ClickUp Onboarding Task** Click Up *Service* - 11 **Handle Missing Email and log error** Function *Logic* - 12 **Send Welcome Email** Gmail *Service* - 13 **Format Customer Data for Sheets** Code *Logic* - 14 **Append or update row in sheet** Google Sheets *Service* ## 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. ## 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%2Fcustomer-onboarding-help-requests-with-typeform-and-sheets) - **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. [ClickUp](https://millionrounds.com/workflows?service=ClickUp#library)[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Slack](https://millionrounds.com/workflows?service=Slack#library) ## Workflows like it Also chat assistants, with the same services where possible, closest in size first. - [**AI-powered feedback triage: Jotform to Trello, Airtable & Slack** 14 steps · calls a model · Airtable, Gmail](https://millionrounds.com/workflow/ai-powered-feedback-triage-jotform-to-trello-airtable-and-sl) - [**AI-powered personal finances manager with Gemini and Telegram** 14 steps · calls a model · Google Sheets, Telegram](https://millionrounds.com/workflow/ai-powered-personal-finances-manager-with-gemini-and-telegra) - [**Analyze real estate submarket opportunities with OpenAI** 14 steps · calls a model · Gmail, Slack](https://millionrounds.com/workflow/analyze-real-estate-submarket-opportunities-with-openai) - [**Automate news intelligence with Gemini and Slack** 14 steps · calls a model · Google Sheets, Notion](https://millionrounds.com/workflow/automate-news-intelligence-with-gemini-and-slack) - [**Automate rental agreements with Google Sheets and Gemini** 14 steps · calls a model · Google Sheets, Telegram](https://millionrounds.com/workflow/automate-rental-agreements-with-google-sheets-and-gemini) - [**Coordinate move-out cleaning and repair tasks with Sheets** 14 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/coordinate-move-out-cleaning-and-repair-tasks-with-sheets)