# Provision client onboarding workspaces with ClickUp and Slack: n8n workflow

> Started by someone submitting a form, and works across ClickUp, Gmail, Google Drive and Slack. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/provision-client-onboarding-workspaces-with-clickup-and-slac (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)

# Provision client onboarding workspaces with ClickUp and Slack

Started by someone submitting a form, and works across ClickUp, Gmail, Google Drive and Slack. It hands the judgement calls to OpenAI. 18 steps, 1 loop or waits: a working afternoon to understand properly.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fprovision-client-onboarding-workspaces-with-clickup-and-slac)

**18 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**1** Loop or waits

**4** Services it connects to

## The flow

Starts it 1 Model 3 Logic 5 Service 9

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

- 1 **On Form Submission** Form trigger *Starts it*
- 2 **OpenAI Task Planning Model** Lm Chat Open Ai *Model*
- 3 **Validate Task Plan Structure** Output Parser Structured *Model*
- 4 **Extract Proposal Text** Extract From File *Service*
- 5 **Generate Onboarding Task Plan** Agent *Model*
- 6 **Prepare Proposal Text** Set *Logic*
- 7 **Split Out Onboarding Tasks** Split Out *Logic*
- 8 **Configure Onboarding Workspace** Set *Logic*
- 9 **Create Tasks One at a Time** Split In Batches *Logic*
- 10 **Create Main Client Folder** Google Drive *Service*
- 11 **Create Client Slack Channel** Slack *Service*
- 12 **Create ClickUp Onboarding Task** Click Up *Service*
- 13 **Prepare Drive Folder Details** Set *Logic*
- 14 **Post Internal Onboarding Handoff** Slack *Service*
- 15 **Share Client Drive Folder** Google Drive *Service*
- 16 **Send Client Welcome Email** Gmail *Service*
- 17 **Create ClickUp Client Folder** Click Up *Service*
- 18 **Create ClickUp Onboarding List** Click Up *Service*

## 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.

**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 18 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%2Fprovision-client-onboarding-workspaces-with-clickup-and-slac)
- **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.

[ClickUp](https://millionrounds.com/workflows?service=ClickUp#library)[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#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.

- [**AI Event Feedback Analyzer with Google Forms and OpenAI** 18 steps · calls a model · Google Docs, Google Sheets](https://millionrounds.com/workflow/ai-event-feedback-analyzer-with-google-forms-and-openai)
- [**Advanced multi-source RSS feed intelligence agent with Gemini** 18 steps · calls a model · Gmail, RSS](https://millionrounds.com/workflow/advanced-multi-source-rss-feed-intelligence-agent-with-gemin)
- [**Detect AWS cost spikes and open Terraform fix PRs with OpenAI** 18 steps · calls a model · Slack](https://millionrounds.com/workflow/detect-aws-cost-spikes-and-open-terraform-fix-prs-with-opena)
- [**Detect missing alcohol test records with Gemini and Gmail** 18 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/detect-missing-alcohol-test-records-with-gemini-and-gmail)
- [**Generate Seedance AI lighting look dev variations with Drive** 18 steps · calls a model · Google Drive, Notion](https://millionrounds.com/workflow/generate-seedance-ai-lighting-look-dev-variations-with-drive)
- [**Generate multi-channel release notes from ClickUp tasks** 18 steps · calls a model · ClickUp, Gmail](https://millionrounds.com/workflow/generate-multi-channel-release-notes-from-clickup-tasks)