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

Automate Client Onboarding with Gpt-4o-mini, Asana, Slack, Google Drive and…

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

ByAbdellah Homrani @adamcrafts on n8n.io

Automate the complete client onboarding process for AI automation services using n8n, Asana, Slack, Google Drive, and Gmail. This workflow ensures a consistent, professional, and scalable onboarding experience for every new client.

Event trigger★★★★☆ complexityAI-powered19 nodesGmailForm TriggerSlackOpenAI ChatAgentOutput Parser StructuredGoogle DriveAsana
AI & RAG Trigger: Event Nodes: 19 Complexity: ★★★★☆ AI nodes: yes Added:

This workflow corresponds to n8n.io template #7656 — 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": "d91dcdff-4807-4edc-9ac5-eb7b3c76e3f5",
      "name": "Send Welcome Email",
      "type": "n8n-nodes-base.gmail",
      "position": [
        2256,
        624
      ],
      "parameters": {},
      "typeVersion": 2.1
    },
    {
      "id": "66330c49-39b7-4c09-b38d-a759e3237f3b",
      "name": "On form submission",
      "type": "n8n-nodes-base.formTrigger",
      "position": [
        0,
        640
      ],
      "parameters": {},
      "typeVersion": 2.2
    },
    {
      "id": "683d5df6-8629-4530-a559-50d232f13acd",
      "name": "Slack | Create Channel",
      "type": "n8n-nodes-base.slack",
      "position": [
        1824,
        624
      ],
      "parameters": {},
      "executeOnce": true,
      "typeVersion": 2.3
    },
    {
      "id": "5def2efa-978a-4a10-941d-4ebaa3cb306a",
      "name": "Slack | Post Message",
      "type": "n8n-nodes-base.slack",
      "position": [
        2048,
        624
      ],
      "parameters": {},
      "typeVersion": 2.3
    },
    {
      "id": "b3f43e44-e011-4134-89e3-2032504750bc",
      "name": "OpenAI Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        960,
        848
      ],
      "parameters": {},
      "typeVersion": 1.2
    },
    {
      "id": "e613f58e-ddd0-46ed-b077-205394767f78",
      "name": "Segment Tasks",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        992,
        640
      ],
      "parameters": {},
      "typeVersion": 1.9
    },
    {
      "id": "eb2738c9-64eb-478f-9bf1-dc431a68badf",
      "name": "Structured Output Parser",
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "position": [
        1200,
        848
      ],
      "parameters": {},
      "typeVersion": 1.2
    },
    {
      "id": "0db12e7b-5c73-4a6d-b73f-d6d542a275a8",
      "name": "Split Out1",
      "type": "n8n-nodes-base.splitOut",
      "position": [
        1392,
        640
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "9e9948c2-b5a0-4a4b-9144-8638feba2a72",
      "name": "Loop Over Items",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        1584,
        640
      ],
      "parameters": {},
      "typeVersion": 3
    },
    {
      "id": "3c84db64-0f43-4ac2-9bba-66dbe7c731ac",
      "name": "Rename Doc",
      "type": "n8n-nodes-base.set",
      "position": [
        304,
        640
      ],
      "parameters": {},
      "typeVersion": 3.4
    },
    {
      "id": "8706ce66-0cd0-41b4-8542-7efa281b2e51",
      "name": "Extract from File",
      "type": "n8n-nodes-base.extractFromFile",
      "position": [
        160,
        640
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "e82d6e50-21fa-4840-a954-c118d59588d1",
      "name": "Rename Folder ID",
      "type": "n8n-nodes-base.set",
      "position": [
        640,
        640
      ],
      "parameters": {},
      "typeVersion": 3.4
    },
    {
      "id": "cca9e72d-b770-4671-949e-e933341b9e6b",
      "name": "Create Main Client Folder",
      "type": "n8n-nodes-base.googleDrive",
      "position": [
        464,
        640
      ],
      "parameters": {},
      "typeVersion": 3
    },
    {
      "id": "4d1e015f-1066-413b-8161-c38e8c81728d",
      "name": "Asana | Create Project",
      "type": "n8n-nodes-base.asana",
      "position": [
        816,
        640
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "f724fc58-4847-49ba-b5dc-6d5479d71f5d",
      "name": "Asana | Create Task",
      "type": "n8n-nodes-base.asana",
      "position": [
        1760,
        832
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "3f914f53-eb76-4bcf-9c19-a32cbf34df70",
      "name": "Sticky Note8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        0,
        16
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "e6e2dd61-9ca4-4ee1-88bb-2da487908a5d",
      "name": "Sticky Note9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        464,
        16
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "a30c5410-d166-4d94-9054-f98c82ec790c",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1376,
        96
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "8905ac26-0ea2-456d-988d-4c964dbd0076",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2192,
        96
      ],
      "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
          }
        ]
      ]
    },
    "Segment Tasks": {
      "main": [
        [
          {
            "node": "Split Out1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Loop Over Items": {
      "main": [
        [
          {
            "node": "Slack | Create Channel",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Asana | Create Task",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Rename Folder ID": {
      "main": [
        [
          {
            "node": "Asana | Create Project",
            "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
          }
        ]
      ]
    },
    "Asana | Create Task": {
      "main": [
        [
          {
            "node": "Loop Over Items",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Slack | Post Message": {
      "main": [
        [
          {
            "node": "Send Welcome Email",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Asana | Create Project": {
      "main": [
        [
          {
            "node": "Segment Tasks",
            "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
          }
        ]
      ]
    }
  }
}
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About this workflow

Automate the complete client onboarding process for AI automation services using n8n, Asana, Slack, Google Drive, and Gmail. This workflow ensures a consistent, professional, and scalable onboarding experience for every new client.

Source: https://n8n.io/workflows/7656/ — original creator credit. Request a take-down →

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