# Streamline client onboarding with PDF and Trello: n8n workflow

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

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

[Automation library](https://millionrounds.com/workflows) · [Documents and files](https://millionrounds.com/workflows?category=Documents+and+files#library)

# 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

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fstreamline-client-onboarding-with-pdf-and-trello)

**15 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**5** Services it connects to

## The flow

Starts it 2 Logic 3 Service 10

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

- 1 **Schedule Weekly Summary** Schedule trigger *Starts it*
- 2 **Client Onboarding Webhook** Webhook *Starts it*
- 3 **Weekly Report - Data Collection** Airtable *Service*
- 4 **Email Validation** Verifi Email *Service*
- 5 **Weekly Report - Data Processing** Code *Logic*
- 6 **Email Validity Check** If *Logic*
- 7 **Send Weekly Report Email** Gmail *Service*
- 8 **Log Client** Google Sheets *Service*
- 9 **Assign Tier Logic** Code *Logic*
- 10 **Create Trello Task Card** Trello *Service*
- 11 **Generate Welcome PDF** Htmlcsstopdf *Service*
- 12 **Send Slack Notification** Slack *Service*
- 13 **Download PDF File** Http Request *Service*
- 14 **Send Welcome Email** Gmail *Service*
- 15 **Archive Data** Airtable *Service*

## 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.

## 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%2Fstreamline-client-onboarding-with-pdf-and-trello)
- **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.

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

## Workflows like it

Also documents and files, with the same services where possible, closest in size first.

- [**Automate end-to-end contract signatures with Google Docs** 15 steps · Google Docs, Google Drive](https://millionrounds.com/workflow/automate-end-to-end-contract-signatures-with-google-docs)
- [**Automated workflow backups from self-hosted n8n to Google Drive** 15 steps · Google Drive, Google Sheets](https://millionrounds.com/workflow/automated-workflow-backups-from-self-hosted-n8n-to-google-dr)
- [**Chase missing onboarding documents daily with Google Drive** 15 steps · Gmail, Google Drive](https://millionrounds.com/workflow/chase-missing-onboarding-documents-daily-with-google-drive)
- [**Extract PDF form fields to Google Sheets with Mistral** 15 steps · Google Drive, Google Sheets](https://millionrounds.com/workflow/extract-pdf-form-fields-to-google-sheets-with-mistral)
- [**File Google Drive inbox documents into dated folders** 15 steps · Google Drive, Google Sheets](https://millionrounds.com/workflow/file-google-drive-inbox-documents-into-dated-folders)
- [**Assess blockchain smart contract and tokenomics risk** 15 steps · calls a model · Gmail, n8n data table](https://millionrounds.com/workflow/assess-blockchain-smart-contract-and-tokenomics-risk)