Automate Client Onboarding with GPT-4, Google Drive, ClickUp & Slack

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Built by Muhammad Bello Muhammad Bello
Created on June 08, 2026

Description

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.

Nodes Used (7)

AI Agent
@n8n/n8n-nodes-langchain.agent
ClickUp
n8n-nodes-base.clickUp
Gmail
n8n-nodes-base.gmail
Google Drive
n8n-nodes-base.googleDrive
OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi
Slack
n8n-nodes-base.slack
Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured