Automation library · Setup and learning

Freelancer Client Onboarding Automation - n8n Workflow Template

Started by another system calling it, and works across Airtable, Gmail, Google Sheets and Slack. 17 steps, 2 branches, 2 loops or waits: a working afternoon to understand properly.

Medium

17 stepsMedium: a working afternoon
2Branches: places the flow splits
2Loops or waits
4Services it connects to

The flow

Starts it 2Logic 5Service 10

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

  1. 1Client Intake WebhookWebhookStarts it
  2. 2Prepare Client DataSetLogic
  3. 3Create Client RecordAirtableService
  4. 4Send Welcome EmailGmailService
  5. 5Log Invoice to SheetsGoogle SheetsService
  6. 6Send Invoice EmailGmailService
  7. 7Respond to WebhookRespond To WebhookStarts it
  8. 8Wait 3 DaysWaitLogic
  9. 9Check Payment StatusAirtableService
  10. 10Is Invoice Paid?IfLogic
  11. 11Notify Payment ReceivedSlackService
  12. 123-Day Payment ReminderGmailService
  13. 13Wait 4 More DaysWaitLogic
  14. 14Check Payment AgainAirtableService
  15. 15Still Unpaid?IfLogic
  16. 16Alert Freelancer OverdueSlackService
  17. 177-Day Overdue NoticeGmailService

How it's built

Starts on
Another system calling it
Steps
17, with 2 branches, 2 loops or waits
Size
Medium: a working afternoon
Connects to
Airtable, Gmail, Google Sheets, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Airtable, Gmail, Google Sheets and Slack accounts. 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?

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?

Plan an afternoon. 17 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 17 steps before you point it at anything that matters.