# Intake Architect - Multi-Channel Professional Services Client: n8n workflow > Started by another system calling it, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to OpenAI. Source: https://millionrounds.com/workflow/intake-architect-multi-channel-professional-services-client (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) # Intake Architect - Multi-Channel Professional Services Client Started by another system calling it, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to OpenAI. 31 steps, 1 branch: large, and worth reading before you trust it with anything live. Large Calls a model: OpenAI [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fintake-architect-multi-channel-professional-services-client) **31 steps** Large: read it before trusting it with anything live **1** Branch: places the flow splits **0** Loops or waits **3** Services it connects to ## The flow Starts it 4 Model 8 Logic 11 Service 8 The steps in the order they run, from what starts it. - 1 **Webhook Web Form** Webhook *Starts it* - 2 **Webhook Phone** Webhook *Starts it* - 3 **Webhook Referral** Webhook *Starts it* - 4 **Webhook WhatsApp** Webhook *Starts it* - 5 **OpenAI Classifier Model** Lm Chat Open Ai *Model* - 6 **OpenAI A-Response Model** Lm Chat Open Ai *Model* - 7 **OpenAI B-Response Model** Lm Chat Open Ai *Model* - 8 **OpenAI C-Response Model** Lm Chat Open Ai *Model* - 9 **Merge All Channels** Merge *Logic* - 10 **AI Intake Classifier** Agent *Model* - 11 **AI Draft A-Response** Agent *Model* - 12 **AI Draft B-Response** Agent *Model* - 13 **AI Draft C-Response** Agent *Model* - 14 **Add Metadata & Config** Set *Logic* - 15 **Parse Classification** Code *Logic* - 16 **Parse A-Response** Code *Logic* - 17 **Parse B-Response** Code *Logic* - 18 **Parse C-Response** Code *Logic* - 19 **Read Existing Clients** Google Sheets *Service* - 20 **Gmail A-Tier Send** Gmail *Service* - 21 **Gmail B-Tier Send** Gmail *Service* - 22 **Gmail C-Tier Send** Gmail *Service* - 23 **Conflict Check** Code *Logic* - 24 **Merge All Tiers** Merge *Logic* - 25 **Lead Scoring** Code *Logic* - 26 **Prepare Pipeline Row** Code *Logic* - 27 **Switch by Tier** Switch *Logic* - 28 **Sheets Log Intake** Google Sheets *Service* - 29 **Slack A-Tier Urgent** Slack *Service* - 30 **Slack B-Tier Notify** Slack *Service* - 31 **Slack Conflict Alert** Slack *Service* ## How it's built - **Starts on:** Another system calling it - **Steps:** 31, with 1 branch - **Size:** Large: read it before trusting it with anything live - **Connects to:** Gmail, Google Sheets, Slack - **Model:** OpenAI ## Questions What does it need to run? An n8n account, plus your own Gmail, 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? Take your time. At 31 steps it is large: read it before trusting it with anything live. 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 31 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%2Fintake-architect-multi-channel-professional-services-client) - **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. [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. - [**Create a session-based Telegram chatbot with OpenAI** 31 steps · calls a model · Google Sheets, Telegram](https://millionrounds.com/workflow/create-a-session-based-telegram-chatbot-with-openai) - [**Record Property Maintenance Issues with Slack** 31 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/record-property-maintenance-issues-with-slack) - [**With Gemini and OpenAI** 31 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/with-gemini-and-openai) - [**Automated AWS IAM key compromise response with Slack** 30 steps · calls a model · Slack](https://millionrounds.com/workflow/automated-aws-iam-key-compromise-response-with-slack) - [**Manage safety inspections and corrective actions with DeepSeek** 32 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/manage-safety-inspections-and-corrective-actions-with-deepse) - [**Manage weekly coaching check-ins with Google Sheets and Gmail** 32 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/manage-weekly-coaching-check-ins-with-google-sheets-and-gmai)