Templates / Streamline client onboarding with PDF, Trello, Slack, Gmail & Airtable

Streamline client onboarding with PDF, Trello, Slack, Gmail & Airtable

Unknown

by Jitesh Dugar ✓ · 311 views · created 2025-09-25 · CRM

Unknown. This template uses community nodes we can't verify statically. Uses community nodes that can't be verified statically (unverified community packages are off by default in 3.0). Static check, last run 2026-10-19.

What this workflow does

This workflow has 15 nodes and runs when an HTTP POST request hits its webhook URL (plus 1 other trigger). Along the way it connects Google Sheets, Gmail, Airtable and Slack and 3 more.

How it runs

Trigger: When an HTTP POST request hits its webhook URL (plus 1 other trigger).

Email Validation (Verifi Email): uses Verifi Email
Weekly Report - Data Collection (Airtable): uses Airtable
Email Validity Check (If): checks a condition and branches into true / false
Weekly Report - Data Processing (Code): runs custom JavaScript code
Log Client (Google Sheets): append
Send Weekly Report Email (Gmail): uses Gmail
Assign Tier Logic (Code): runs custom JavaScript code
Create Trello Task Card (Trello): uses Trello
Generate Welcome PDF (Htmlcsstopdf): uses Htmlcsstopdf
Send Slack Notification (Slack): uses Slack

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

Services it uses

Google Sheets Gmail Airtable Slack TrelloVerifiemail (community)Htmlcsstopdf (community)

Before you upgrade to n8n 3.0

We can't fully verify this one: it relies on 2 community packages, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).

Check that n8n-nodes-verifiemail is verified or supports 3.0 (used in Email Validation).
Check that n8n-nodes-htmlcsstopdf is verified or supports 3.0 (used in Generate Welcome PDF).

Nodes used (12)

Google Sheetsn8n-nodes-base.googleSheets
Coden8n-nodes-base.code
Gmailn8n-nodes-base.gmail
Airtablen8n-nodes-base.airtable
Schedule Triggern8n-nodes-base.scheduleTrigger
Webhookn8n-nodes-base.webhook
Verifi Emailn8n-nodes-verifiemail.verifiEmail
Ifn8n-nodes-base.if
Htmlcsstopdfn8n-nodes-htmlcsstopdf.htmlcsstopdf
Slackn8n-nodes-base.slack
Trellon8n-nodes-base.trello
HTTP Requestn8n-nodes-base.httpRequest

From the author

Automated Client Onboarding Workflow This n8n workflow automates the end-to-end client onboarding process: capturing client details, validating emails, assigning tiers, generating welcome packs, creating tasks, notifying teams, archiving records, and sending…
Excerpt from Jitesh Dugar's description on n8n.io.

View the original on n8n.io → Check your own copy

Streamline client onboarding with PDF, Trello, Slack, Gmail & Airtable

What this workflow does

How it runs

Services it uses

Before you upgrade to n8n 3.0

Nodes used (12)

From the author

Get the weekly “what broke” email