Create client onboarding packets with GPT-4.1-mini and Gmail drafts

How it works

• Receives client intake data via a POST webhook from any form tool (Typeform, Tally, your website, etc.)
• Normalises and validates all incoming fields into a clean structured object
• Sends the intake data to GPT-4.1-mini which generates a full onboarding packet — project brief, success metrics, kickoff checklist, first-week plan, and clarifying questions
• Parses the AI output and formats it into a Gmail-ready HTML email
• Saves a pre-written kickoff email as a Gmail draft addressed to your client, ready for your review
• Returns the complete packet as a JSON response to the webhook caller

Set up steps

• Connect your OpenAI credential to the OpenAI node (GPT-4.1-mini or higher recommended)
• Connect your Gmail OAuth2 credential to the Gmail node
• Activate the workflow and copy the generated webhook URL
• Point your intake form to the webhook URL using a POST request
• Map your form fields to: client_name, client_email, company, website, service, goal, target_audience, deadline, budget, notes, sender_name
• Submit a test entry to confirm the Gmail draft is created correctly