The flow
Starts it 1Model 2Logic 3Service 7
The steps in the order they run, from what starts it.
- 1Receive GHL Won DealWebhookStarts it
- 2Claude SonnetLm Chat AnthropicModel
- 3Tag Contact - Onboarding StartedHttp RequestService
- 4Configure SettingsCodeLogic
- 5Generate Onboarding PlanChain LlmModel
- 6Log OnboardingGoogle SheetsService
- 7Parse Onboarding PlanCodeLogic
- 8Create Task in GHLHttp RequestService
- 9Collect All TasksCodeLogic
- 10Create Client FolderGoogle DriveService
- 11Send Welcome EmailGmailService
- 12Schedule Kickoff CallGoogle CalendarService
- 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 itNothing 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.