Automate client onboarding with GPT-4, Google Drive, ClickUp & Slack
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
Nodes used (12)
- n8n Form Trigger
n8n-nodes-base.formTrigger - Extract from File
n8n-nodes-base.extractFromFile - Edit Fields (Set)
n8n-nodes-base.set - Google Drive
n8n-nodes-base.googleDrive - ClickUp
n8n-nodes-base.clickUp - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Gmail
n8n-nodes-base.gmail - Slack
n8n-nodes-base.slack - Split Out
n8n-nodes-base.splitOut - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches
What it does
Description This automation streamlines client onboarding by instantly processing a submitted form, extracting key details from an uploaded proposal, and using GPT-4 to generate a full onboarding task list. It then sets up the client workspace across Google Drive, ClickUp, and Slack, and sends a personalized welcome email completing in under a minute from submission. Setup Steps 1. Connect your Google Drive, ClickUp, Slack, Gmail, and OpenAI accounts. 2. Customize the form fields and system prompt to match your business. 3. Test the workflow with a sample client submission to confirm all outputs. Estimated Setup Time: \~30–45 minutes for a first-time user familiar with n8n integrations.