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Client Onboarding with Form

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Created by: Abdullahi Ahmed || abdosman06

Abdullahi Ahmed

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Last update 3 days ago

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AI-Powered Lead Triage and Response System 🤖

This advanced workflow creates a customized, embedded lead-capture form, automatically logs client data to a spreadsheet, and uses AI to instantly analyze and summarize the lead for rapid human follow-up.

How it works

  1. A potential client fills out the Gurey AI partnership form (built-in n8n form trigger).
  2. The workflow immediately logs all submitted data to a designated Google Sheet.
  3. An AI Agent receives the raw data and is instructed to condense it into a factual, concise client summary.
  4. A second AI Agent generates a personalized welcome and confirmation email to the client, using the AI-generated summary and original goals to make the email highly relevant.

Set up steps (2-3 minutes) ⏱️

  1. Google Sheets: Create a new Google Sheet to log your client data, making sure the column headers match the form field names (e.g., "First Name", "📧 Email", etc.).
  2. Credentials: Add two credentials to your n8n instance:
    • Google Sheets OAuth2 API
    • OpenRouter API (for the AI Agents)
  3. Update Nodes: Connect the new credentials to the "Log client data" and "OpenRouter Chat Model" nodes.
  4. Finalize: Open the "Log client data" node and select your newly created Google Sheet.

Detailed descriptions and links are available in the sticky notes within the workflow. 🤓