Shelly-Ann Davy This workflow corresponds to n8n.io template #8055 — we link there as the canonical source.
This workflow follows the Gmail → Notion recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
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{
"id": "ai-client-success-coach-001",
"name": "AI-Powered Client Success Coach",
"tags": [
"solopreneur",
"client success",
"automation",
"no-code",
"GPT-4o",
"Notion",
"email",
"CRM",
"small business"
],
"nodes": [
{
"id": "node-cron-001",
"name": "Cron Trigger",
"type": "n8n-nodes-base.cron",
"position": [
100,
300
],
"parameters": {},
"typeVersion": 1
},
{
"id": "node-notion-new",
"name": "Get New Clients from Notion",
"type": "n8n-nodes-base.notion",
"position": [
300,
300
],
"parameters": {},
"typeVersion": 1
},
{
"id": "node-gmail-welcome",
"name": "Send Welcome Email",
"type": "n8n-nodes-base.gmail",
"position": [
500,
300
],
"parameters": {},
"typeVersion": 1
},
{
"id": "node-notion-onboarded",
"name": "Update Client to Onboarded",
"type": "n8n-nodes-base.notion",
"position": [
700,
300
],
"parameters": {},
"typeVersion": 1
},
{
"id": "node-notion-checkin",
"name": "Get Active Clients Needing Check-In",
"type": "n8n-nodes-base.notion",
"position": [
300,
500
],
"parameters": {},
"typeVersion": 1
},
{
"id": "node-openai-checkin",
"name": "Generate Check-In Message with GPT-4o",
"type": "n8n-nodes-base.openAi",
"position": [
500,
500
],
"parameters": {},
"typeVersion": 1
},
{
"id": "node-gmail-checkin",
"name": "Send Check-In Email",
"type": "n8n-nodes-base.gmail",
"position": [
700,
500
],
"parameters": {},
"typeVersion": 1
},
{
"id": "node-notion-update-checkin",
"name": "Update Last Check-In Date",
"type": "n8n-nodes-base.notion",
"position": [
900,
500
],
"parameters": {},
"typeVersion": 1
},
{
"id": "node-notion-feedback",
"name": "Get Completed Clients for Feedback",
"type": "n8n-nodes-base.notion",
"position": [
300,
700
],
"parameters": {},
"typeVersion": 1
},
{
"id": "node-gmail-feedback",
"name": "Send Feedback Request",
"type": "n8n-nodes-base.gmail",
"position": [
500,
700
],
"parameters": {},
"typeVersion": 1
},
{
"id": "node-notion-mark-feedback",
"name": "Mark Feedback Collected",
"type": "n8n-nodes-base.notion",
"position": [
700,
700
],
"parameters": {},
"typeVersion": 1
},
{
"id": "node-notion-inactive",
"name": "Get Inactive Clients",
"type": "n8n-nodes-base.notion",
"position": [
300,
900
],
"parameters": {},
"typeVersion": 1
},
{
"id": "node-gmail-reengage",
"name": "Send Re-engagement Email",
"type": "n8n-nodes-base.gmail",
"position": [
500,
900
],
"parameters": {},
"typeVersion": 1
},
{
"id": "node-notion-mark-reengage",
"name": "Mark Re-engagement Sent",
"type": "n8n-nodes-base.notion",
"position": [
700,
900
],
"parameters": {},
"typeVersion": 1
}
],
"active": false,
"settings": {},
"versionId": "v1.0",
"connections": {
"Cron Trigger": {
"main": [
[
"Get New Clients from Notion",
"main",
0
],
[
"Get Active Clients Needing Check-In",
"main",
0
],
[
"Get Completed Clients for Feedback",
"main",
0
],
[
"Get Inactive Clients",
"main",
0
]
]
},
"Send Welcome Email": {
"main": [
[
"Update Client to Onboarded",
"main",
0
]
]
},
"Send Check-In Email": {
"main": [
[
"Update Last Check-In Date",
"main",
0
]
]
},
"Get Inactive Clients": {
"main": [
[
"Send Re-engagement Email",
"main",
0
]
]
},
"Send Feedback Request": {
"main": [
[
"Mark Feedback Collected",
"main",
0
]
]
},
"Send Re-engagement Email": {
"main": [
[
"Mark Re-engagement Sent",
"main",
0
]
]
},
"Get New Clients from Notion": {
"main": [
[
"Send Welcome Email",
"main",
0
]
]
},
"Get Completed Clients for Feedback": {
"main": [
[
"Send Feedback Request",
"main",
0
]
]
},
"Get Active Clients Needing Check-In": {
"main": [
[
"Generate Check-In Message with GPT-4o",
"main",
0
]
]
},
"Generate Check-In Message with GPT-4o": {
"main": [
[
"Send Check-In Email",
"main",
0
]
]
}
}
}
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About this workflow
I used to lose clients because I forgot follow-ups… now my workflow does it all.
Source: https://n8n.io/workflows/8055/ — original creator credit. Request a take-down →
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