Automate client onboarding with GPT-4, Google Drive, ClickUp & Slack
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 16 nodes and runs when someone submits an n8n form (“Client Onboarding Form”). Along the way it connects Google Drive, ClickUp, OpenAI Chat Model and Gmail and 1 more.
How it runs
Trigger: When someone submits an n8n form (“Client Onboarding Form”).
- Extract from File: extracts data from a file (pdf)
- Remane Doc (Edit Fields (Set)): sets 1 field: projectInformation
- Create Main Client Folder (Google Drive): work with folder
- Remane Folder ID (Edit Fields (Set)): sets 1 field: DriveFolderId
- ClickUp: work with folder
- ClickUp: create (list)
- Segment Task (AI Agent): runs an AI agent, with model: OpenAI Chat Model; output parser: Structured Output Parser
- Split Out: splits a list into separate items
- Loop Over Items (Loop Over Items (Split in Batches)): loops over the items in batches
- Slack: work with channel
…plus 3 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 - Gmail
n8n-nodes-base.gmail - Slack
n8n-nodes-base.slack - Split Out
n8n-nodes-base.splitOut - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches
From the author
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…