Automation library · Documents and files

Streamline client onboarding with PDF and Trello

Started by another system calling it, and works across Airtable, Gmail, Google Sheets, Slack and one other. 15 steps, 1 branch: a working afternoon to understand properly.

Medium

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15 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
5Services it connects to

The flow

Starts it 2Logic 3Service 10

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

  1. 1Schedule Weekly SummarySchedule triggerStarts it
  2. 2Client Onboarding WebhookWebhookStarts it
  3. 3Weekly Report - Data CollectionAirtableService
  4. 4Email ValidationVerifi EmailService
  5. 5Weekly Report - Data ProcessingCodeLogic
  6. 6Email Validity CheckIfLogic
  7. 7Send Weekly Report EmailGmailService
  8. 8Log ClientGoogle SheetsService
  9. 9Assign Tier LogicCodeLogic
  10. 10Create Trello Task CardTrelloService
  11. 11Generate Welcome PDFHtmlcsstopdfService
  12. 12Send Slack NotificationSlackService
  13. 13Download PDF FileHttp RequestService
  14. 14Send Welcome EmailGmailService
  15. 15Archive DataAirtableService

How it's built

Starts on
Another system calling it
Steps
15, with 1 branch
Size
Medium: a working afternoon
Connects to
Airtable, Gmail, Google Sheets, Slack, Trello
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Airtable, Gmail, Google Sheets, Slack and Trello accounts. 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?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 15 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 15 steps before you point it at anything that matters.