AI Client Onboarding Automation with ClickUp and Slack

This n8n workflow automates the entire new-client onboarding process from a single form submission: it creates a dedicated Google Drive folder, generates ClickUp tasks from a template, notifies the team on Slack, and sends onboarding emails via Gmail, all coordinated by an AI agent that extracts and structures the client information. Designed for agencies, consultants, and service businesses juggling repetitive onboarding checklists, it removes manual copy-pasting between tools and ensures every new client gets the same professional, consistent setup, saving hours of admin work per client and reducing the chance of missed steps.

Category: Productivity & Scheduling