Manage client onboarding with Anthropic, Supabase, Gmail and Slack
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 19 nodes and runs when someone submits an n8n form (“Client Onboarding”). Along the way it connects Supabase, Google Drive, Gmail and Slack and 1 more.
How it runs
Trigger: When someone submits an n8n form (“Client Onboarding”).
- Clean Client Data (Edit Fields (Set)): sets 11 fields: agency_name, company_name, contact_name…
- AI - Analyze Client Requirements (AI Agent): runs an AI agent, with model: Anthropic Chat Model
- Check Required Information (If): checks a condition and branches into true / false
- Create Client Record (Supabase): uses Supabase
- Send Onboarding Reminder (Gmail): uses Gmail
- Create Onboarding Checklist (Supabase): uses Supabase
- Create Client Folder (Google Drive): work with folder
- Generate Welcome Message (AI Agent): runs an AI agent, with model: Anthropic Chat Model
- Send Welcome Email (Gmail): uses Gmail
- Notify Internal Team (Slack): uses Slack
…plus 6 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in AI - Analyze Client Requirements (v1.7), Generate Welcome Message (v1.7): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) AI - Analyze Client Requirements (v1.7), Generate Welcome Message (v1.7) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (10)
- n8n Form Trigger
n8n-nodes-base.formTrigger - Edit Fields (Set)
n8n-nodes-base.set - AI Agent
@n8n/n8n-nodes-langchain.agent - If
n8n-nodes-base.if - Supabase
n8n-nodes-base.supabase - Google Drive
n8n-nodes-base.googleDrive - Gmail
n8n-nodes-base.gmail - Slack
n8n-nodes-base.slack - Wait
n8n-nodes-base.wait - Anthropic Chat Model
@n8n/n8n-nodes-langchain.lmChatAnthropic
From the author
Quick overview This workflow collects client intake via an n8n Form, uses Anthropic to analyze requirements and draft emails, stores onboarding data in Supabase, creates a Google Drive folder, and sends Gmail and Slack notifications, then follows up until a…