Automation library · Data collection

Handle client intake, routing, and confirmations with Claude

Started by someone submitting a form, and works across Gmail, Google Sheets and Twilio. 13 steps, 2 branches: a working afternoon to understand properly.

Medium

13 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Logic 4Service 8

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

  1. 1Receive Intake SubmissionForm triggerStarts it
  2. 2Set Intake FieldsSetLogic
  3. 3Check Service AreaIfLogic
  4. 4Draft Confirmation with ClaudeHttp RequestService
  5. 5Log WaitlistGoogle SheetsService
  6. 6Parse AI ResponseCodeLogic
  7. 7Respond WaitlistFormService
  8. 8Log New RequestGoogle SheetsService
  9. 9Alert Intake TeamGmailService
  10. 10Email Customer ConfirmationGmailService
  11. 11Check SMS ConsentIfLogic
  12. 12Text Customer ConfirmationTwilioService
  13. 13Respond ConfirmedFormService

How it's built

Starts on
Someone submitting a form
Steps
13, with 2 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Twilio
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

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

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. 13 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 13 steps before you point it at anything that matters.