Templates / Client onboarding with form

Client onboarding with form

Ready for 3.0

by Abdullahi Osman ✓ · 1,132 views · created 2025-09-26 · Lead Nurturing, AI Chatbot

Ready 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 14 nodes and runs when someone submits an n8n form (“Get Started with Gurey Ai”). Along the way it connects Google Sheets, OpenRouter Chat Model, Gmail and Pinecone Vector Store and 2 more.

How it runs

Trigger: When someone submits an n8n form (“Get Started with Gurey Ai”).

  1. Log client data (Google Sheets): append or update
  2. AI Agent: runs an AI agent, with model: OpenRouter Chat Model; output parser: Structured Output Parser
  3. Log summary into sheet (Google Sheets): update
  4. Email Agent (AI Agent): runs an AI agent, with model: OpenRouter Chat Model; 1 tool (Pinecone Vector Store); output parser: Structured Output Parser
  5. Send a message (Gmail): uses Gmail
  6. Send a text message (Telegram): uses Telegram
  7. Execution Data: uses Execution Data

Services it uses

Google SheetsOpenRouter Chat ModelGmailPinecone Vector StoreEmbeddings OpenAITelegram

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 (10)

From the author

AI-Powered Lead Triage and Response System 🤖 This advanced workflow creates a customized, embedded lead-capture form, automatically logs client data to a spreadsheet, and uses AI to instantly analyze and summarize the lead for rapid human follow-up. How it…

Excerpt from Abdullahi Osman's description on n8n.io.

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

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