Client Onboarding Automation: Google Forms → GPT-4o → ClickUp & Gmail
Client Onboarding Automation: Google Forms → GPT-4o → ClickUp & Gmail Who is this for? Consultants, agencies, freelancers, and SaaS teams handling client onboarding who want automated workspaces + AI task lists without manual setup. What problem is this workflow solving? Onboarding chaos wastes hours: Manual folder/task creation per client Inconsistent project scopes and timelines Forgotten welcome emails and links No standardized AI-scoped task lists This workflow auto-creates everything from intake form to production-ready ClickUp boards. What this workflow does: Trigger: Google Forms submission + proposal PDF AI Analysis: GPT-4o extracts scope → generates 20-30 tasks Google Drive: Client folder creation ClickUp: Folder + lists + detailed tasks with assignees/dues Gmail: Personalized welcome with all links Bonus: Audit trail in Sheets for tracking Setup (5 minutes) Google Forms: Intake + PDF upload OpenAI: API key (GPT-4o-mini) ClickUp: API + Team/Space IDs Google Drive: OAuth2 + parent folder Gmail: OAuth2 credentials Fully configurable via env vars—no hardcoded IDs. How to customize Tasks: Adjust AI prompt for your SOP/industry Tools: Swap ClickUp for Asana/Trello Email: Add Calendly/Zoom + branding Scale: Webhook for 100s clients/month ROI: 4-6 hours saved per client 100% consistent onboarding 30% faster project starts Zero manual workspace creation Need help customizing?: Contact me for consulting and support: LinkedIn / Message Keywords: client onboarding, ClickUp automation,. An n8n automation workflow template by Milo Bravo.
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