The flow
Starts it 1Model 3Logic 5Service 9
The steps in the order they run, from what starts it.
- 1On Form SubmissionForm triggerStarts it
- 2OpenAI Task Planning ModelLm Chat Open AiModel
- 3Validate Task Plan StructureOutput Parser StructuredModel
- 4Extract Proposal TextExtract From FileService
- 5Generate Onboarding Task PlanAgentModel
- 6Prepare Proposal TextSetLogic
- 7Split Out Onboarding TasksSplit OutLogic
- 8Configure Onboarding WorkspaceSetLogic
- 9Create Tasks One at a TimeSplit In BatchesLogic
- 10Create Main Client FolderGoogle DriveService
- 11Create Client Slack ChannelSlackService
- 12Create ClickUp Onboarding TaskClick UpService
- 13Prepare Drive Folder DetailsSetLogic
- 14Post Internal Onboarding HandoffSlackService
- 15Share Client Drive FolderGoogle DriveService
- 16Send Client Welcome EmailGmailService
- 17Create ClickUp Client FolderClick UpService
- 18Create ClickUp Onboarding ListClick UpService
How it's built
- Starts on
- Someone submitting a form
- Steps
- 18, 1 loop or waits
- Size
- Medium: a working afternoon
- Connects to
- ClickUp, Gmail, Google Drive, Slack
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, plus your own ClickUp, Gmail, Google Drive 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. 18 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 18 steps before you point it at anything that matters.