This workflow automates welcoming new clients. When someone submits a form, their details are pulled from Google Sheets, a personalized onboarding checklist is generated using Google Gemini, and an email is sent directly to the client. It also includes error handling to ensure nothing is missed.
Nodes:
✅ Beginner view: This is the doorway. When a client fills the form, their info is automatically pulled into the workflow.
Nodes:
✅ Beginner view: This is where the magic happens. Instead of a boring generic email, each client gets a customized message that feels personal.
Nodes:
✅ Beginner view: Think of this as the final handshake with the client — they get a warm, professional onboarding email without you lifting a finger.
Nodes:
✅ Beginner view: This is your safety net. If an email fails or Gemini is unavailable, the workflow won’t just stop — you can set it up to alert you.
Section | Key Nodes | Purpose | Beginner Benefit |
---|---|---|---|
🟢 Trigger & Data | Google Sheets Trigger, Data Extract | Capture client info | Auto-collects form submissions |
📑 Checklist & AI | Checklist, Gemini | Generate personalized onboarding email | Each client feels special |
📤 Delivery | Gmail, Execution Completed | Send email & close flow | Client gets email instantly |
🚨 Error Handling | Error Trigger, Failure Node | Catch issues | Ensures nothing is missed |
👉 Example Flow in Action:
A client named Sarah fills the onboarding form.
Workflow captures her details → “Sarah, MarketingPro Agency, Needs Analytics Setup.”
Gemini creates a custom email:
Hi Sarah, welcome aboard! Here’s your onboarding plan tailored for Analytics Setup…
Gmail sends it instantly.
You get notified only if something fails.