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,