長谷 真宏 This workflow corresponds to n8n.io template #11429 — we link there as the canonical source.
This workflow follows the Agent → Gmail recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"nodes": [
{
"id": "a0532408-40ba-47c7-a5aa-8234399070f8",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-416,
-64
],
"parameters": {
"width": 420,
"height": 744,
"content": "## \ud83c\udfaf Project Onboarding Automation\n\n**Automate your entire client onboarding workflow when a new contract PDF is uploaded to Google Drive.**\n\nThis template automatically:\n1. Creates a project folder structure in Google Drive\n2. Creates a dedicated Slack channel for the project\n3. Sets up a Notion project page with tasks\n4. Logs everything to a master Google Sheet\n5. Drafts a personalized welcome email using AI\n6. Notifies your team via Slack when ready\n\n### \ud83d\udccb Requirements\n- Google Drive, Gmail, Sheets OAuth credentials\n- Slack OAuth credentials (with channel creation permissions)\n- Notion API integration\n- OpenAI API key\n\n### \ud83d\udcc1 File Naming Convention\nUpload PDFs with this format:\n`ClientName_ProjectName_email@example.com.pdf`\n\n### \u2699\ufe0f Setup Steps\n1. Configure all OAuth credentials\n2. Update the **Set Config Variables** node with your IDs\n3. Create the trigger folder in Google Drive\n4. Test with a sample PDF file"
},
"typeVersion": 1
},
{
"id": "9e4c4d93-1c16-4b2f-8e1b-aee8e3005dc1",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
48,
-64
],
"parameters": {
"color": 7,
"width": 320,
"content": "### 1\ufe0f\u20e3 Trigger & Parse\nMonitors a specific Google Drive folder for new/updated PDF files.\n\nExtracts client name, project name, and email from the filename."
},
"typeVersion": 1
},
{
"id": "2e0463b8-781b-4ef4-acb9-0dfe902e6eeb",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
448,
-64
],
"parameters": {
"color": 7,
"width": 280,
"height": 176,
"content": "### 2\ufe0f\u20e3 Configuration\nCentralized config node.\n\n**Update these values:**\n- Google Drive parent folder ID\n- Notion database ID\n- Google Sheet ID"
},
"typeVersion": 1
},
{
"id": "a279bc7e-32f3-41c2-81c1-0c82555e0ca9",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
752,
-64
],
"parameters": {
"color": 7,
"width": 400,
"content": "### 3\ufe0f\u20e3 Create Project Infrastructure\nAutomatically creates:\n- Root project folder\n- Deliverables subfolder\n- Slack channel for communication"
},
"typeVersion": 1
},
{
"id": "5df62c2d-e53d-4b71-82d1-5b8114ed35fc",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1408,
-64
],
"parameters": {
"color": 7,
"width": 440,
"height": 176,
"content": "### 4\ufe0f\u20e3 Project Management\nCreates a Notion page with:\n- Project details\n- Initial kickoff task\n\nLogs to master Google Sheet for tracking."
},
"typeVersion": 1
},
{
"id": "af719f76-76b8-496f-a744-36a1416f923e",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
2080,
-64
],
"parameters": {
"color": 7,
"width": 560,
"height": 176,
"content": "### 5\ufe0f\u20e3 AI Email Draft & Notification\nUses OpenAI to draft a personalized welcome email.\n\nSaves as Gmail draft for human review.\n\nNotifies team on Slack when complete."
},
"typeVersion": 1
},
{
"id": "89bef8d3-619c-43d6-9ced-900c9816aa60",
"name": "Watch Contract Folder",
"type": "n8n-nodes-base.googleDriveTrigger",
"position": [
48,
160
],
"parameters": {
"event": "fileUpdated",
"options": {},
"pollTimes": {
"item": [
{
"mode": "everyMinute"
}
]
},
"triggerOn": "specificFolder",
"folderToWatch": {
"__rl": true,
"mode": "id",
"value": "YOUR_FOLDER_ID_HERE"
}
},
"credentials": {
"googleDriveOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "f20b7709-5329-49e6-b5c6-f02b0c7831a6",
"name": "Parse Filename",
"type": "n8n-nodes-base.code",
"position": [
288,
160
],
"parameters": {
"jsCode": "// \ud83e\uddf9 FILENAME PARSER\n// Naming convention: \"user@example.com\"\n\n// 1. Get filename\nconst inputName = $input.first().json.name;\nconst filename = inputName ? inputName.replace(/\\.pdf$/i, '') : 'user@example.com';\n\n// 2. Split by underscore\nconst parts = filename.split('_');\n\n// 3. Assign variables\nconst clientName = parts[0] || 'UnknownClient';\nconst projectName = parts[1] || 'NewProject';\nconst contactEmail = parts[2] || 'admin@example.com';\nconst startDate = new Date().toISOString().split('T')[0];\n\n// 4. Generate Slack channel name (alphanumeric + hyphens only)\nlet safeName = clientName.toLowerCase()\n .replace(/\\s+/g, '-')\n .replace(/[^a-z0-9\\-]/g, '')\n .replace(/-+/g, '-')\n .replace(/^-|-$/g, '');\n\n// Fallback for non-ASCII names\nif (!safeName || safeName.length < 2) {\n const randomId = Math.floor(1000 + Math.random() * 9000);\n safeName = `contract-${startDate.replace(/-/g, '')}-${randomId}`;\n}\n\nconst slackChannelName = `proj-${safeName}`;\nconst projectCode = (clientName.substring(0, 3) || 'PRJ').toUpperCase() + '-' + Date.now().toString().slice(-4);\n\nreturn {\n json: {\n 'Client Name': clientName,\n 'Project Name': projectName,\n 'Contact Email': contactEmail,\n 'Start Date': startDate,\n slackChannelName,\n projectCode,\n originalFileUrl: $input.first().json.webViewLink || ''\n }\n};"
},
"typeVersion": 2
},
{
"id": "bec51f42-95bf-48bd-ab7a-884756afb258",
"name": "Set Config Variables",
"type": "n8n-nodes-base.set",
"position": [
512,
160
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "drive-parent",
"name": "googleDriveParentFolderId",
"type": "string",
"value": "YOUR_PARENT_FOLDER_ID"
},
{
"id": "notion-db",
"name": "notionDatabaseId",
"type": "string",
"value": "YOUR_NOTION_DATABASE_ID"
},
{
"id": "sheet-id",
"name": "googleSheetId",
"type": "string",
"value": "YOUR_GOOGLE_SHEET_ID"
},
{
"id": "slack-notify",
"name": "slackNotificationChannel",
"type": "string",
"value": "YOUR_SLACK_CHANNEL_ID"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "527b805b-cfbb-460f-b255-0fd417afbcec",
"name": "Create Project Folder",
"type": "n8n-nodes-base.googleDrive",
"position": [
752,
160
],
"parameters": {
"name": "={{ $('Parse Filename').first().json['Client Name'] }} - {{ $('Parse Filename').first().json['Project Name'] }}",
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive",
"cachedResultName": "My Drive"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Set Config Variables').first().json.googleDriveParentFolderId }}"
},
"resource": "folder"
},
"credentials": {
"googleDriveOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 3
},
{
"id": "95508054-d052-4b42-85b0-602636db371b",
"name": "Create Deliverables Subfolder",
"type": "n8n-nodes-base.googleDrive",
"position": [
960,
160
],
"parameters": {
"name": "01_Deliverables",
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Create Project Folder').first().json.id }}"
},
"resource": "folder"
},
"credentials": {
"googleDriveOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 3
},
{
"id": "b67c0083-1acb-46c5-b4ce-d8c38ecffb01",
"name": "Create Slack Channel",
"type": "n8n-nodes-base.slack",
"position": [
1152,
160
],
"parameters": {
"resource": "channel",
"channelId": "={{ $('Parse Filename').first().json.slackChannelName }}",
"authentication": "oAuth2"
},
"credentials": {
"slackOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 2.3
},
{
"id": "f89079ae-270c-4576-b0fd-f163d7d93e77",
"name": "Create Notion Project Page",
"type": "n8n-nodes-base.notion",
"position": [
1408,
160
],
"parameters": {
"options": {},
"resource": "databasePage",
"databaseId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Set Config Variables').first().json.notionDatabaseId }}"
},
"propertiesUi": {
"propertyValues": [
{
"key": "title|title",
"title": "={{ $('Parse Filename').first().json['Client Name'] }} - {{ $('Parse Filename').first().json['Project Name'] }}"
},
{
"key": "status|status",
"statusValue": "Not Started"
}
]
}
},
"credentials": {
"notionApi": {
"name": "<your credential>"
}
},
"typeVersion": 2.2
},
{
"id": "43939ce1-56a6-4e0b-9bc5-6da6a3a5d1f0",
"name": "Add Kickoff Task",
"type": "n8n-nodes-base.notion",
"position": [
1632,
160
],
"parameters": {
"blockId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.id }}"
},
"blockUi": {
"blockValues": [
{
"type": "to_do",
"textContent": "Schedule kickoff meeting"
}
]
},
"resource": "block"
},
"credentials": {
"notionApi": {
"name": "<your credential>"
}
},
"typeVersion": 2.2
},
{
"id": "009bcb76-18e2-43c6-8a01-218ada2c0536",
"name": "Log to Master Sheet",
"type": "n8n-nodes-base.googleSheets",
"position": [
1856,
160
],
"parameters": {
"columns": {
"value": {
"Client": "={{ $('Parse Filename').first().json['Client Name'] }}",
"Notion Link": "={{ $('Create Notion Project Page').first().json.url }}",
"Drive Folder": "={{ $('Create Project Folder').first().json.webViewLink }}",
"Project Code": "={{ $('Parse Filename').first().json.projectCode }}",
"Slack Channel": "={{ $('Parse Filename').first().json.slackChannelName }}"
},
"schema": [
{
"id": "Client",
"type": "string",
"display": true,
"required": false,
"displayName": "Client",
"defaultMatch": false
},
{
"id": "Project Code",
"type": "string",
"display": true,
"required": false,
"displayName": "Project Code",
"defaultMatch": false
},
{
"id": "Notion Link",
"type": "string",
"display": true,
"required": false,
"displayName": "Notion Link",
"defaultMatch": false
},
{
"id": "Slack Channel",
"type": "string",
"display": true,
"required": false,
"displayName": "Slack Channel",
"defaultMatch": false
},
{
"id": "Drive Folder",
"type": "string",
"display": true,
"required": false,
"displayName": "Drive Folder",
"defaultMatch": false
}
],
"mappingMode": "defineBelow",
"matchingColumns": []
},
"options": {},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultName": "Sheet1"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Set Config Variables').first().json.googleSheetId }}"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 4.5
},
{
"id": "2ea1cb6d-5de5-41be-9105-7ac6f16bde8a",
"name": "AI Draft Welcome Email",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
2080,
160
],
"parameters": {
"text": "You are a professional project manager.\nWrite a project kickoff welcome email based on the following information:\n\n## Client Information\n- Client: {{ $('Parse Filename').first().json['Client Name'] }}\n- Project: {{ $('Parse Filename').first().json['Project Name'] }}\n\n## Shared Resources\n- Slack Channel: #{{ $('Parse Filename').first().json.slackChannelName }}\n\n## Instructions\n- Write a professional yet friendly business email\n- Do not include subject line (body only)\n- End with \"Best regards, [Your Company] Project Team\"\n- Mention that kickoff meeting details will follow",
"options": {},
"promptType": "define"
},
"typeVersion": 1.7
},
{
"id": "7509d7a5-ba0e-482c-9680-9bc5efd72ac2",
"name": "Create Gmail Draft",
"type": "n8n-nodes-base.gmail",
"position": [
2400,
160
],
"parameters": {
"message": "={{ $json.output }}",
"options": {},
"subject": "=Welcome to {{ $('Parse Filename').first().json['Project Name'] }} - Project Kickoff",
"resource": "draft"
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "54ae8020-8e8f-4ae2-a7b0-b40fdf460c12",
"name": "Notify Team on Slack",
"type": "n8n-nodes-base.slack",
"position": [
2624,
160
],
"parameters": {
"text": "=\ud83c\udf89 *New Project Onboarded!*\n\n*Client:* {{ $('Parse Filename').first().json['Client Name'] }}\n*Project:* {{ $('Parse Filename').first().json['Project Name'] }}\n*Project Code:* {{ $('Parse Filename').first().json.projectCode }}\n\n\ud83d\udcc1 <{{ $('Create Project Folder').first().json.webViewLink }}|Drive Folder>\n\ud83d\udcdd <{{ $('Create Notion Project Page').first().json.url }}|Notion Page>\n\ud83d\udcac <#{{ $('Parse Filename').first().json.slackChannelName }}>\n\n\u2709\ufe0f *AI email draft created* - Check Gmail drafts to review and send.",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Set Config Variables').first().json.slackNotificationChannel }}"
},
"otherOptions": {},
"authentication": "oAuth2"
},
"credentials": {
"slackOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 2.3
},
{
"id": "e529c2c0-7b80-4144-b037-bc1ac4a06202",
"name": "OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
2080,
368
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4o-mini"
},
"options": {},
"builtInTools": {}
},
"credentials": {
"openAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 1.3
}
],
"connections": {
"Parse Filename": {
"main": [
[
{
"node": "Set Config Variables",
"type": "main",
"index": 0
}
]
]
},
"Add Kickoff Task": {
"main": [
[
{
"node": "Log to Master Sheet",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "AI Draft Welcome Email",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Create Gmail Draft": {
"main": [
[
{
"node": "Notify Team on Slack",
"type": "main",
"index": 0
}
]
]
},
"Log to Master Sheet": {
"main": [
[
{
"node": "AI Draft Welcome Email",
"type": "main",
"index": 0
}
]
]
},
"Create Slack Channel": {
"main": [
[
{
"node": "Create Notion Project Page",
"type": "main",
"index": 0
}
]
]
},
"Set Config Variables": {
"main": [
[
{
"node": "Create Project Folder",
"type": "main",
"index": 0
}
]
]
},
"Create Project Folder": {
"main": [
[
{
"node": "Create Deliverables Subfolder",
"type": "main",
"index": 0
}
]
]
},
"Watch Contract Folder": {
"main": [
[
{
"node": "Parse Filename",
"type": "main",
"index": 0
}
]
]
},
"AI Draft Welcome Email": {
"main": [
[
{
"node": "Create Gmail Draft",
"type": "main",
"index": 0
}
]
]
},
"Create Notion Project Page": {
"main": [
[
{
"node": "Add Kickoff Task",
"type": "main",
"index": 0
}
]
]
},
"Create Deliverables Subfolder": {
"main": [
[
{
"node": "Create Slack Channel",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
gmailOAuth2googleDriveOAuth2ApigoogleSheetsOAuth2ApinotionApiopenAiApislackOAuth2Api
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About this workflow
Who is this for? This template is perfect for agencies, consultancies, freelancers, and project-based teams who want to eliminate repetitive onboarding tasks. If you're tired of manually creating folders, Slack channels, and project pages every time a new client signs a…
Source: https://n8n.io/workflows/11429/ — original creator credit. Request a take-down →
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