Customer onboarding help requests (Typeform to Gmail & Sheets)
Needs changesWhat this workflow does
This AI workflow has 14 nodes and runs on Typeform events. Along the way it connects Typeform, Google Sheets, Gmail and Azure OpenAI Chat Model and 2 more.
How it runs
Trigger: On Typeform events.
- Log to Google Sheets (Google Sheets): append
- Check Email Exists (If): checks a condition and branches into true / false
- Generate Professional Email HTML (Code): runs custom JavaScript code
- Create ClickUp Onboarding Task (ClickUp): uses ClickUp
- AI Agent: runs an AI agent, with model: Azure OpenAI Chat Model; memory: Simple Memory; output parser: Structured Output Parser
- Handle Missing Email and log error (Function): runs custom JavaScript (legacy Function node)
- Send Welcome Email (Gmail): uses Gmail
- Format Customer Data for Sheets (Code): runs custom JavaScript code
- Send a message (Slack): uses Slack
- Append or update row in sheet (Google Sheets): append or update
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:
- Function (legacy) in Handle Missing Email and log error: replace with Code node, mode 'Run Once for All Items'.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| Function (legacy) Handle Missing Email and log error | Code node, mode 'Run Once for All Items' |
Nodes used (12)
- Typeform Trigger
n8n-nodes-base.typeformTrigger - Google Sheets
n8n-nodes-base.googleSheets - If
n8n-nodes-base.if - Gmail
n8n-nodes-base.gmail - Code
n8n-nodes-base.code - Azure OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatAzureOpenAi - Simple Memory
@n8n/n8n-nodes-langchain.memoryBufferWindow - AI Agent
@n8n/n8n-nodes-langchain.agent - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Slack
n8n-nodes-base.slack - ClickUp
n8n-nodes-base.clickUp - Function
n8n-nodes-base.function
From the author
Description Automatically capture customer onboarding help requests from Typeform, log them in Google Sheets, validate email addresses, and send a professional HTML welcome email via Gmail. Ensures smooth onboarding communication with audit-ready tracking and…