The flow
Starts it 2Logic 10Service 7
The steps in the order they run, from what starts it.
- 1When Client SignsWebhookStarts it
- 2Weekly Onboarding Rollup TriggerSchedule triggerStarts it
- 3Parse Client Signed DataCodeLogic
- 4Read Onboarding Log SheetGoogle SheetsService
- 5Create Client Matter FolderHttp RequestService
- 6Summarize Weekly Onboarding DataCodeLogic
- 7Parse Matter Folder ResponseCodeLogic
- 8Build Weekly Onboarding EmailCodeLogic
- 9Build Matter Subfolder ListCodeLogic
- 10Build Kickoff Email ContentCodeLogic
- 11Build Onboarding Task ListCodeLogic
- 12Append Onboarding Log To SheetsGoogle SheetsService
- 13Send Weekly Onboarding EmailEmail SendService
- 14Create Matter SubfolderHttp RequestService
- 15Check Compliance Before EmailExecute WorkflowLogic
- 16Create Clio Onboarding TaskHttp RequestService
- 17If Kickoff Email ApprovedIfLogic
- 18Send Kickoff EmailEmail SendService
- 19Skip Email If Client Opted OutNo OpLogic
How it's built
- Starts on
- Another system calling it
- Steps
- 19, with 1 branch
- Size
- Medium: a working afternoon
- Connects to
- Email, Google Sheets
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own Email and Google Sheets 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. 19 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.
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 19 steps before you point it at anything that matters.