Automation library · Scheduling

Run GoHighLevel client onboarding with Claude and Gmail

Started by another system calling it, and works across Gmail, Google Calendar, Google Drive, Google Sheets and one other. It hands the judgement calls to Claude. 13 steps: a working afternoon to understand properly.

MediumCalls a model: Claude

13 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
5Services it connects to

The flow

Starts it 1Model 2Logic 3Service 7

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

  1. 1Receive GHL Won DealWebhookStarts it
  2. 2Claude SonnetLm Chat AnthropicModel
  3. 3Tag Contact - Onboarding StartedHttp RequestService
  4. 4Configure SettingsCodeLogic
  5. 5Generate Onboarding PlanChain LlmModel
  6. 6Log OnboardingGoogle SheetsService
  7. 7Parse Onboarding PlanCodeLogic
  8. 8Create Task in GHLHttp RequestService
  9. 9Collect All TasksCodeLogic
  10. 10Create Client FolderGoogle DriveService
  11. 11Send Welcome EmailGmailService
  12. 12Schedule Kickoff CallGoogle CalendarService
  13. 13Notify Team - New ClientSlackService

How it's built

Starts on
Another system calling it
Steps
13
Size
Medium: a working afternoon
Connects to
Gmail, Google Calendar, Google Drive, Google Sheets, Slack
Model
Claude

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Calendar, Google Drive, Google Sheets and Slack accounts, and a key for Claude. 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?

Yes. It calls Claude. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 13 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 13 steps before you point it at anything that matters.