Create consulting client onboarding tasks with GPT-4, Google Sheets and Slack

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Built by Hyrum Hurst Hyrum Hurst
Created on June 09, 2026

Description

Who this workflow is for
Consulting firms in strategy, management, or IT who want to automate client onboarding and internal task assignment.

What this workflow does
Automatically creates onboarding tasks and checklists using AI, routes them to the right consultant, logs client info in Google Sheets, and sends client welcome emails. Internal teams get Slack notifications, and kickoff meetings can be scheduled automatically.

How the workflow works
New client intake triggers workflow
AI generates onboarding checklist
Tasks routed based on project type
Client info logged in Google Sheets
Slack notifications sent to consultants
Optional PDF of onboarding sent to client
Email confirmation delivered to client
Optional CRM integration

Setup Instructions
Connect Webhook/Form for intake
Connect Google Sheets
Connect OpenAI
Connect Slack and email
Configure optional CRM integration

Author: Hyrum Hurst, AI Automation Engineer
Company: QuarterSmart
Contact: [email protected]

Nodes Used (6)

Google Calendar
n8n-nodes-base.googleCalendar
Google Sheets
n8n-nodes-base.googleSheets
HTTP Request
n8n-nodes-base.httpRequest
OpenAI
@n8n/n8n-nodes-langchain.openAi
Send Email
n8n-nodes-base.emailSend
Slack
n8n-nodes-base.slack