Provision client onboarding workspaces with GPT-4, Google Drive, ClickUp, Slack and Gmail
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 18 nodes and runs when someone submits an n8n form (“New Client Onboarding”). Along the way it connects Google Drive, ClickUp, OpenAI Chat Model and Slack and 1 more.
How it runs
Trigger: When someone submits an n8n form (“New Client Onboarding”).
- Extract Proposal Text (Extract from File): extracts data from a file (pdf)
- Prepare Proposal Text (Edit Fields (Set)): sets 1 field: project_information
- Configure Onboarding Workspace (Edit Fields (Set)): sets 3 fields: scheduling_url, account_manager_name, agency_name
- Create Main Client Folder (Google Drive): work with folder
- Prepare Drive Folder Details (Edit Fields (Set)): sets 2 fields: drive_folder_id, drive_folder_url
- Share Client Drive Folder (Google Drive): share
- Create ClickUp Client Folder (ClickUp): work with folder
- Create ClickUp Onboarding List (ClickUp): create (list)
- Generate Onboarding Task Plan (AI Agent): runs an AI agent, with model: OpenAI Task Planning Model; output parser: Validate Task Plan Structure
- Split Out: splits a list into separate items
…plus 5 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (12)
- n8n Form Trigger
n8n-nodes-base.formTrigger - Extract from File
n8n-nodes-base.extractFromFile - Edit Fields (Set)
n8n-nodes-base.set - Google Drive
n8n-nodes-base.googleDrive - ClickUp
n8n-nodes-base.clickUp - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Split Out
n8n-nodes-base.splitOut - Slack
n8n-nodes-base.slack - Gmail
n8n-nodes-base.gmail - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches
From the author
Quick overview This workflow captures a new client onboarding form submission with a proposal PDF, extracts key text, creates a Google Drive folder and a ClickUp folder/list, uses OpenAI to generate onboarding tasks, creates those tasks in ClickUp, then…