# Run GoHighLevel client onboarding with Claude and Gmail: n8n workflow

> Started by another system calling it, and works across Gmail, Google Calendar, Google Drive, Google Sheets and one other.

Source: https://millionrounds.com/workflow/run-gohighlevel-client-onboarding-with-claude-and-gmail (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Scheduling](https://millionrounds.com/workflows?category=Scheduling#library)

# 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.

Medium Calls a model: Claude

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Frun-gohighlevel-client-onboarding-with-claude-and-gmail)

**13 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**5** Services it connects to

## The flow

Starts it 1 Model 2 Logic 3 Service 7

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

- 1 **Receive GHL Won Deal** Webhook *Starts it*
- 2 **Claude Sonnet** Lm Chat Anthropic *Model*
- 3 **Tag Contact - Onboarding Started** Http Request *Service*
- 4 **Configure Settings** Code *Logic*
- 5 **Generate Onboarding Plan** Chain Llm *Model*
- 6 **Log Onboarding** Google Sheets *Service*
- 7 **Parse Onboarding Plan** Code *Logic*
- 8 **Create Task in GHL** Http Request *Service*
- 9 **Collect All Tasks** Code *Logic*
- 10 **Create Client Folder** Google Drive *Service*
- 11 **Send Welcome Email** Gmail *Service*
- 12 **Schedule Kickoff Call** Google Calendar *Service*
- 13 **Notify Team - New Client** Slack *Service*

## 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.

## 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%2Frun-gohighlevel-client-onboarding-with-claude-and-gmail)
- **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.

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

## Workflows like it

Also scheduling, with the same services where possible, closest in size first.

- [**AI appointment booking & classification chatbot with OpenAI** 13 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/ai-appointment-booking-and-classification-chatbot-with-opena)
- [**AI-powered calendar & meeting digest with Gmail** 13 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/ai-powered-calendar-and-meeting-digest-with-gmail)
- [**Analyze meeting sentiment with OpenAI and Gmail** 13 steps · calls a model · Gmail, Slack](https://millionrounds.com/workflow/analyze-meeting-sentiment-with-openai-and-gmail)
- [**Automate employee leave approvals with OpenAI and Gmail** 13 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/automate-employee-leave-approvals-with-openai-and-gmail)
- [**Automated content & promo tweet scheduler with Gemini** 13 steps · calls a model · Google Sheets, X](https://millionrounds.com/workflow/automated-content-and-promo-tweet-scheduler-with-gemini)
- [**Cybersecurity assistant with OpenAI and Telegram** 13 steps · calls a model · Google Calendar, Telegram](https://millionrounds.com/workflow/cybersecurity-assistant-with-openai-and-telegram)