How it works
How it works Receives client intake data via a POST webhook from any form tool (Typeform, Tally, your website, etc.) Normalises and validates all incoming fields into a clean structured object Sends the intake data to GPT-4.1-mini which generates a full onboarding packet — project brief, success metrics, kickoff checklist, first-week plan, and clarifying questions Parses the AI output and formats it into a Gmail-ready HTML email Saves a pre-written kickoff email as a Gmail draft addressed to your client, ready for your review Returns the complete packet as a JSON response to the webhook caller Set up steps Connect your OpenAI credential to the OpenAI node (GPT-4.1-mini or higher recommended) Connect your Gmail OAuth2 credential to the Gmail node Activate the workflow and copy the generated webhook URL Point your intake form to the webhook URL using a POST request Map your form fields to: client_name, client_email, company, website, service, goal, target_audience, deadline, budget, notes, sender_name Submit a test entry to confirm the Gmail draft is created correctly. An n8n automation workflow template by Meet Soni.
Meet Soni
web
free
Others in the same category, ranked by how often they are opened.
