Automation library · Chat assistants

Onboard new clients from forms with OpenAI and Google Sheets

Started by someone submitting a form, and works across Gmail, Google Drive, Google Sheets and Slack. It hands the judgement calls to OpenAI. 10 steps, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: OpenAI

10 stepsMedium: a working afternoon
0Branches: places the flow splits
1Loop or waits
4Services it connects to

The flow

Starts it 1Model 1Logic 3Service 5

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

  1. 1When Form SubmittedForm triggerStarts it
  2. 2Normalize Form FieldsSetLogic
  3. 3Generate AI BriefOpen AiModel
  4. 4Build Complete ContextSetLogic
  5. 5Append to SheetsGoogle SheetsService
  6. 6Create Drive FolderGoogle DriveService
  7. 7Post to Slack ChannelSlackService
  8. 8Send Welcome EmailGmailService
  9. 9Wait 1 DayWaitLogic
  10. 10Send Follow-up EmailGmailService

How it's built

Starts on
Someone submitting a form
Steps
10, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Gmail, Google Drive, Google Sheets, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Drive, 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 someone submitting a form.

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?

Plan an afternoon. 10 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 10 steps before you point it at anything that matters.