Client Onboarding with Form

Description

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

A potential client fills out the Gurey AI partnership form (built-in n8n form trigger).
The workflow immediately logs all submitted data to a designated Google Sheet.
An AI Agent receives the raw data and is instructed to condense it into a factual, concise client summary.
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) ⏱️

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.).
Credentials: Add two credentials to your n8n instance:
Google Sheets OAuth2 API
OpenRouter API (for the AI Agents)
Update Nodes: Connect the new credentials to the "Log client data" and "OpenRouter Chat Model" nodes.
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. 🤓