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

by Hyrum Hurst ✓ · 1,172 views · created 2026-01-15 · CRM, AI Summarization

What this workflow does

This AI workflow has 14 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects OpenAI, Google Sheets, Slack and Google Calendar.

How it runs

Trigger: When an HTTP POST request hits its webhook URL.

1. Workflow Configuration (Edit Fields (Set)): sets 5 fields: strategyConsultantChannel, managementConsultantChannel, itConsultantChannel…
2. Normalize Client Data (Edit Fields (Set)): sets 5 fields: clientName, clientEmail, projectType…
3. Generate Onboarding Checklist (OpenAI): uses OpenAI
4. Route by Project Type (Switch): routes items into 3 branches
5. Log to Google Sheets - Strategy (Google Sheets): append or update
6. Log to Google Sheets - Management (Google Sheets): append or update
7. Log to Google Sheets - IT (Google Sheets): append or update
8. Notify Strategy Consultant (Slack): uses Slack
9. Notify Management Consultant (Slack): uses Slack
10. Notify IT Consultant (Slack): uses Slack

…plus 3 more steps. See the full node list below.

Services it uses

OpenAIGoogle SheetsSlackGoogle Calendar

Before you upgrade to n8n 3.0

Nodes used (9)

• Webhookn8n-nodes-base.webhook
• Edit Fields (Set)n8n-nodes-base.set
• OpenAI@n8n/n8n-nodes-langchain.openAi
• Switchn8n-nodes-base.switch
• Google Sheetsn8n-nodes-base.googleSheets
• Slackn8n-nodes-base.slack
• Send Emailn8n-nodes-base.emailSend
• Google Calendarn8n-nodes-base.googleCalendar
• HTTP Requestn8n-nodes-base.httpRequest

From the author

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…

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