AutomationFlowsAI & RAG › Automate Client Onboarding with Gpt-4o, Gohighlevel, Google Drive, Slack,…

Automate Client Onboarding with Gpt-4o, Gohighlevel, Google Drive, Slack,…

Original n8n title: Automate Client Onboarding with Gpt-4o, Gohighlevel, Google Drive, Slack, and Gmail

ByAbdellah Homrani @adamcrafts on n8n.io

Automate the complete client onboarding process using n8n, GoHighLevel, Slack, Google Drive, and Gmail. This workflow ensures a smooth, scalable onboarding journey for every new client.

Event trigger★★★★☆ complexityAI-powered17 nodesGmailForm TriggerSlackOpenAI ChatAgentOutput Parser StructuredGoogle DriveHigh Level
AI & RAG Trigger: Event Nodes: 17 Complexity: ★★★★☆ AI nodes: yes Added:

This workflow corresponds to n8n.io template #7658 — we link there as the canonical source.

This workflow follows the Agent → Form Trigger 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 →

Download .json
{
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "d6a529d7-c119-466b-b4fc-f077f0e0f9c8",
      "name": "Send Welcome Email",
      "type": "n8n-nodes-base.gmail",
      "position": [
        3120,
        304
      ],
      "parameters": {},
      "typeVersion": 2.1
    },
    {
      "id": "4b4d20c6-1cba-48ba-90f7-0a5665242840",
      "name": "On form submission",
      "type": "n8n-nodes-base.formTrigger",
      "position": [
        1024,
        288
      ],
      "parameters": {},
      "typeVersion": 2.2
    },
    {
      "id": "234b2975-c2b0-456e-b293-dc1ba1f6704c",
      "name": "Slack | Create Channel",
      "type": "n8n-nodes-base.slack",
      "position": [
        2688,
        304
      ],
      "parameters": {},
      "executeOnce": true,
      "typeVersion": 2.3
    },
    {
      "id": "99c7653e-1bc8-45ad-a511-7f05b67044a8",
      "name": "Slack | Post Message",
      "type": "n8n-nodes-base.slack",
      "position": [
        2912,
        304
      ],
      "parameters": {},
      "typeVersion": 2.3
    },
    {
      "id": "6e91cfb9-270a-4b2b-8d42-64f22a16d9fd",
      "name": "OpenAI Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        1856,
        528
      ],
      "parameters": {},
      "typeVersion": 1.2
    },
    {
      "id": "cea7d60c-00bb-4f65-917a-2e3f216d585f",
      "name": "Segment Tasks",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        1888,
        320
      ],
      "parameters": {},
      "typeVersion": 1.9
    },
    {
      "id": "50143bde-7c30-41e2-a4ab-bdf3900084ed",
      "name": "Structured Output Parser",
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "position": [
        2096,
        528
      ],
      "parameters": {},
      "typeVersion": 1.2
    },
    {
      "id": "0c917f87-8ae4-45a9-879d-4dacaf94335a",
      "name": "Split Out1",
      "type": "n8n-nodes-base.splitOut",
      "position": [
        2256,
        320
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "c189cb4a-a204-4bbd-a1fe-fa53b9238a9b",
      "name": "Loop Over Items",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        2448,
        320
      ],
      "parameters": {},
      "typeVersion": 3
    },
    {
      "id": "5ec1120a-330b-482a-b19c-7f7cbf08daf2",
      "name": "Rename Doc",
      "type": "n8n-nodes-base.set",
      "position": [
        1328,
        288
      ],
      "parameters": {},
      "typeVersion": 3.4
    },
    {
      "id": "37a8ed8f-a79a-4d64-97ba-d17aed4aab6e",
      "name": "Extract from File",
      "type": "n8n-nodes-base.extractFromFile",
      "position": [
        1184,
        288
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "42f52ce4-7ec4-421f-9a36-87f485ebe6bb",
      "name": "Rename Folder ID",
      "type": "n8n-nodes-base.set",
      "position": [
        1664,
        288
      ],
      "parameters": {},
      "typeVersion": 3.4
    },
    {
      "id": "135d43c2-5254-4039-9e27-9d788214e1a8",
      "name": "Create Main Client Folder",
      "type": "n8n-nodes-base.googleDrive",
      "position": [
        1488,
        288
      ],
      "parameters": {},
      "typeVersion": 3
    },
    {
      "id": "6034fdb5-1b6f-4706-b974-76d657ecf68b",
      "name": "Create or update a contact",
      "type": "n8n-nodes-base.highLevel",
      "position": [
        1904,
        64
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "id": "37291fd3-c5ee-4a51-a3cc-3c378e244c43",
      "name": "Create a task",
      "type": "n8n-nodes-base.highLevel",
      "position": [
        2688,
        480
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "id": "56383725-7f7f-4a2b-b48b-ba3b49009e34",
      "name": "Sticky Note8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        944,
        -320
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "b26c8b05-ff01-40a1-a931-8fbe02ae64c7",
      "name": "Sticky Note9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1408,
        -320
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    }
  ],
  "connections": {
    "Rename Doc": {
      "main": [
        [
          {
            "node": "Create Main Client Folder",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Split Out1": {
      "main": [
        [
          {
            "node": "Loop Over Items",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Create a task": {
      "main": [
        [
          {
            "node": "Loop Over Items",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Segment Tasks": {
      "main": [
        [
          {
            "node": "Split Out1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Loop Over Items": {
      "main": [
        [
          {
            "node": "Slack | Create Channel",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Create a task",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Rename Folder ID": {
      "main": [
        [
          {
            "node": "Create or update a contact",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Extract from File": {
      "main": [
        [
          {
            "node": "Rename Doc",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "Segment Tasks",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "On form submission": {
      "main": [
        [
          {
            "node": "Extract from File",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Slack | Post Message": {
      "main": [
        [
          {
            "node": "Send Welcome Email",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Slack | Create Channel": {
      "main": [
        [
          {
            "node": "Slack | Post Message",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Structured Output Parser": {
      "ai_outputParser": [
        [
          {
            "node": "Segment Tasks",
            "type": "ai_outputParser",
            "index": 0
          }
        ]
      ]
    },
    "Create Main Client Folder": {
      "main": [
        [
          {
            "node": "Rename Folder ID",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Create or update a contact": {
      "main": [
        [
          {
            "node": "Segment Tasks",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
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About this workflow

Automate the complete client onboarding process using n8n, GoHighLevel, Slack, Google Drive, and Gmail. This workflow ensures a smooth, scalable onboarding journey for every new client.

Source: https://n8n.io/workflows/7658/ — original creator credit. Request a take-down →

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