Automation library · Data collection

Manage client onboarding and project handoff

Started by another system calling it, and works across Gmail and Google Sheets. 23 steps, 3 branches: large, and worth reading before you trust it with anything live.

Large

Download free
23 stepsLarge: read it before trusting it with anything live
3Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 5Logic 6Service 12

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

  1. 1Receive New ClientWebhookStarts it
  2. 2Every MorningSchedule triggerStarts it
  3. 3Validate Client IntakeCodeLogic
  4. 4Read Active ProjectsGoogle SheetsService
  5. 5Read Existing ClientsGoogle SheetsService
  6. 6Build Onboarding Risk DigestCodeLogic
  7. 7Load Onboarding ConfigGoogle SheetsService
  8. 8Has Onboarding Risk?IfLogic
  9. 9Build Client Onboarding PlanCodeLogic
  10. 10Send Onboarding Risk DigestGmailService
  11. 11Check Client Duplication2IfLogic
  12. 12Send Duplicate Review EmailGmailService
  13. 13Create Client CRM RowGoogle SheetsService
  14. 14Respond Duplicate FoundRespond To WebhookStarts it
  15. 15Create Project Handoff RowGoogle SheetsService
  16. 16Create Onboarding ChecklistGoogle SheetsService
  17. 17Send Client Welcome EmailGmailService
  18. 18Send Internal Handoff EmailGmailService
  19. 19Needs PM Attention?IfLogic
  20. 20Create Onboarding Risk LogGoogle SheetsService
  21. 21Respond Onboarding CompletedRespond To WebhookStarts it
  22. 22Send PM Risk AlertGmailService
  23. 23Respond Created With AttentionRespond To WebhookStarts it

How it's built

Starts on
Another system calling it
Steps
23, with 3 branches
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail 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?

Take your time. At 23 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 23 steps before you point it at anything that matters.