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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
- Connect your Google Drive, ClickUp, Slack, Gmail, and OpenAI accounts.
- Customize the form fields and system prompt to match your business.
- 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.