Automate client onboarding with Google Forms, GPT‑4o, ClickUp and Gmail
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.
What to replace before upgrading
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) Generate Onboarding Tasks (v1.9) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (11)
- Gmail
n8n-nodes-base.gmail - n8n Form Trigger
n8n-nodes-base.formTrigger - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - AI Agent
@n8n/n8n-nodes-langchain.agent - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Split Out
n8n-nodes-base.splitOut - ClickUp
n8n-nodes-base.clickUp - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - Edit Fields (Set)
n8n-nodes-base.set - Extract from File
n8n-nodes-base.extractFromFile - Google Drive
n8n-nodes-base.googleDrive
What it does
Client Onboarding Automation: Google Forms → GPT-4o → ClickUp & Gmail Who is this for? Consultants, agencies, freelancers, and SaaS teams handling client onboarding who want automated workspaces + AI task lists without manual setup. --- What problem is this workflow solving? - Onboarding chaos wastes hours: - Manual folder/task creation per client - Inconsistent project scopes and timelines - Forgotten welcome emails and links - No standardized AI-scoped task lists - This workflow auto-creates everything from intake form to production-ready ClickUp boards. --- What this workflow does: - Trigger: Google Forms submission + proposal PDF - AI Analysis: GPT-4o extracts scope → generates 20-30 tasks - Google Drive: Client folder creation - ClickUp: Folder + lists + detailed tasks with assignees/dues - Gmail: Personalized welcome with all links Bonus: Audit trail in Sheets for tracking --- Setup (5 minutes) 1. Google Forms: Intake + PDF upload 2. OpenAI: API key (GPT-4o-mini) 3. ClickUp: API + Team/Space IDs 4. Google Drive: OAuth2 + parent folder Gmail: OAuth2 credentials Fully configurable via env vars—no hardcoded IDs. --- How to customize - Tasks: Adjust AI prompt for your SOP/industry - Tools: Swap ClickUp for Asana/Trello - Email: Add Calendly/Zoom + branding - Scale: Webhook for 100s clients/month --- ROI: 4-6 hours saved per client 100% consistent onboarding 30% faster project starts Zero manual workspace creation --- Need help customizing?: Contact me for consulting and support: LinkedIn / Message --- Keywords: client onboarding, ClickUp automation,