Hyrum Hurst This workflow corresponds to n8n.io template #12739 — we link there as the canonical source.
This workflow follows the Emailsend → Google Sheets 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 →
{
"id": "L87pnGIo6Q1Bmxwe",
"name": "Automated Client Onboarding and Task Assignment System",
"tags": [],
"nodes": [
{
"id": "07bd105b-1190-44d1-93e1-c053ee21f3ed",
"name": "New Client Intake Form",
"type": "n8n-nodes-base.webhook",
"position": [
128,
128
],
"parameters": {
"path": "client-intake",
"options": {},
"httpMethod": "POST",
"responseMode": "lastNode"
},
"typeVersion": 2.1
},
{
"id": "041c6d4d-0ecb-403b-aefa-69170c5a64bb",
"name": "Workflow Configuration",
"type": "n8n-nodes-base.set",
"position": [
352,
128
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "id-1",
"name": "strategyConsultantChannel",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Slack channel ID for Strategy consultant__>"
},
{
"id": "id-2",
"name": "managementConsultantChannel",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Slack channel ID for Management consultant__>"
},
{
"id": "id-3",
"name": "itConsultantChannel",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Slack channel ID for IT consultant__>"
},
{
"id": "id-4",
"name": "googleSheetId",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Google Sheets spreadsheet ID__>"
},
{
"id": "id-5",
"name": "crmApiUrl",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__CRM API endpoint URL__>"
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "872fa072-fb08-4d98-a8bd-1e9d204ccc69",
"name": "Normalize Client Data",
"type": "n8n-nodes-base.set",
"position": [
576,
128
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "id-1",
"name": "clientName",
"type": "string",
"value": "={{ $json.body.name || $json.body.clientName || '' }}"
},
{
"id": "id-2",
"name": "clientEmail",
"type": "string",
"value": "={{ $json.body.email || $json.body.clientEmail || '' }}"
},
{
"id": "id-3",
"name": "projectType",
"type": "string",
"value": "={{ $json.body.projectType || $json.body.project_type || '' }}"
},
{
"id": "id-4",
"name": "company",
"type": "string",
"value": "={{ $json.body.company || '' }}"
},
{
"id": "id-5",
"name": "phone",
"type": "string",
"value": "={{ $json.body.phone || '' }}"
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "cf830242-4087-4ea3-be16-9db5856bc8cb",
"name": "Generate Onboarding Checklist",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
800,
128
],
"parameters": {
"modelId": {
"__rl": true,
"mode": "id",
"value": "gpt-4o-mini"
},
"options": {
"instructions": "You are an expert consultant onboarding assistant. Based on the client information and project type provided, generate:\n\n1. A comprehensive onboarding checklist (5-8 items) tailored to the project type\n2. First 3-5 actionable tasks to get started\n3. Key deliverables and milestones\n\nFormat your response as JSON with the following structure:\n{\n \"checklist\": [\"item1\", \"item2\", ...],\n \"firstTasks\": [\"task1\", \"task2\", ...],\n \"deliverables\": [\"deliverable1\", \"deliverable2\", ...]\n}\n\nTailor recommendations based on project type:\n- Strategy: Focus on analysis, planning, and strategic frameworks\n- Management: Focus on process optimization, team coordination, and implementation\n- IT: Focus on technical requirements, system architecture, and development phases"
},
"responses": {
"values": [
{
"content": "=Client Name: {{ $json.clientName }}\nProject Type: {{ $json.projectType }}\nCompany: {{ $json.company }}\n\nGenerate a customized onboarding checklist and first tasks for this client."
}
]
},
"builtInTools": {}
},
"credentials": {
"openAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "4058e287-b8ef-45a3-aa34-f40b821430ec",
"name": "Route by Project Type",
"type": "n8n-nodes-base.switch",
"position": [
1152,
112
],
"parameters": {
"rules": {
"values": [
{
"outputKey": "Strategy",
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.projectType }}",
"rightValue": "Strategy"
}
]
},
"renameOutput": true
},
{
"outputKey": "Management",
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.projectType }}",
"rightValue": "Management"
}
]
},
"renameOutput": true
},
{
"outputKey": "IT",
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.projectType }}",
"rightValue": "IT"
}
]
},
"renameOutput": true
}
]
},
"options": {}
},
"typeVersion": 3.4
},
{
"id": "f748b31b-de13-4824-9465-af7f180867c3",
"name": "Log to Google Sheets - Strategy",
"type": "n8n-nodes-base.googleSheets",
"position": [
1376,
-64
],
"parameters": {
"columns": {
"value": null,
"schema": [],
"mappingMode": "autoMapInputData",
"matchingColumns": [
"Email"
]
},
"options": {},
"operation": "appendOrUpdate",
"sheetName": {
"__rl": true,
"mode": "name",
"value": "Strategy Clients"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').first().json.googleSheetId }}"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 4.7
},
{
"id": "cb790008-0f9a-4525-a133-6fe29f529b87",
"name": "Log to Google Sheets - Management",
"type": "n8n-nodes-base.googleSheets",
"position": [
1376,
128
],
"parameters": {
"columns": {
"value": null,
"schema": [],
"mappingMode": "autoMapInputData",
"matchingColumns": [
"Email"
]
},
"options": {},
"operation": "appendOrUpdate",
"sheetName": {
"__rl": true,
"mode": "name",
"value": "Management Clients"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').first().json.googleSheetId }}"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 4.7
},
{
"id": "3dfcd637-6395-4fb9-99fd-224d3a498ebd",
"name": "Log to Google Sheets - IT",
"type": "n8n-nodes-base.googleSheets",
"position": [
1376,
320
],
"parameters": {
"columns": {
"value": null,
"schema": [],
"mappingMode": "autoMapInputData",
"matchingColumns": [
"Email"
]
},
"options": {},
"operation": "appendOrUpdate",
"sheetName": {
"__rl": true,
"mode": "name",
"value": "IT Clients"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').first().json.googleSheetId }}"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 4.7
},
{
"id": "be157be1-bdf8-4c9e-9a98-c9c393b962e8",
"name": "Notify Strategy Consultant",
"type": "n8n-nodes-base.slack",
"position": [
1600,
-64
],
"parameters": {
"text": "=\ud83c\udfaf *New Strategy Client Assigned*\n\n*Client:* {{ $json.clientName }}\n*Company:* {{ $json.company }}\n*Email:* {{ $json.clientEmail }}\n*Phone:* {{ $json.phone }}\n\n*Onboarding Checklist:*\n{{ $json.message.content ? JSON.parse($json.message.content).checklist.map((item, i) => `${i+1}. ${item}`).join(\"\\n\") : \"See full details in Google Sheets\" }}\n\n*First Tasks:*\n{{ $json.message.content ? JSON.parse($json.message.content).firstTasks.map((item, i) => `${i+1}. ${item}`).join(\"\\n\") : \"See full details in Google Sheets\" }}",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').first().json.strategyConsultantChannel }}"
},
"otherOptions": {}
},
"typeVersion": 2.4
},
{
"id": "772b5298-b5f2-4cf3-b67c-ffa66117c483",
"name": "Notify Management Consultant",
"type": "n8n-nodes-base.slack",
"position": [
1600,
128
],
"parameters": {
"text": "=\ud83d\udcca *New Management Client Assigned*\n\n*Client:* {{ $json.clientName }}\n*Company:* {{ $json.company }}\n*Email:* {{ $json.clientEmail }}\n*Phone:* {{ $json.phone }}\n\n*Onboarding Checklist:*\n{{ $json.message.content ? JSON.parse($json.message.content).checklist.map((item, i) => `${i+1}. ${item}`).join(\"\\n\") : \"See full details in Google Sheets\" }}\n\n*First Tasks:*\n{{ $json.message.content ? JSON.parse($json.message.content).firstTasks.map((item, i) => `${i+1}. ${item}`).join(\"\\n\") : \"See full details in Google Sheets\" }}",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').first().json.managementConsultantChannel }}"
},
"otherOptions": {}
},
"typeVersion": 2.4
},
{
"id": "bcea8b2e-1734-47b2-9e98-da4aff1c8c99",
"name": "Notify IT Consultant",
"type": "n8n-nodes-base.slack",
"position": [
1600,
320
],
"parameters": {
"text": "=\ud83d\udcbb *New IT Client Assigned*\n\n*Client:* {{ $json.clientName }}\n*Company:* {{ $json.company }}\n*Email:* {{ $json.clientEmail }}\n*Phone:* {{ $json.phone }}\n\n*Onboarding Checklist:*\n{{ $json.message.content ? JSON.parse($json.message.content).checklist.map((item, i) => `${i+1}. ${item}`).join(\"\\n\") : \"See full details in Google Sheets\" }}\n\n*First Tasks:*\n{{ $json.message.content ? JSON.parse($json.message.content).firstTasks.map((item, i) => `${i+1}. ${item}`).join(\"\\n\") : \"See full details in Google Sheets\" }}",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').first().json.itConsultantChannel }}"
},
"otherOptions": {}
},
"typeVersion": 2.4
},
{
"id": "e0766430-f4f5-4066-a783-0525fda159fd",
"name": "Send Welcome Email",
"type": "n8n-nodes-base.emailSend",
"position": [
1824,
128
],
"parameters": {
"html": "=<html>\n<body style=\"font-family: Arial, sans-serif; line-height: 1.6; color: #333;\">\n <h2 style=\"color: #0066cc;\">Welcome, {{ $json.clientName }}! \ud83c\udf89</h2>\n \n <p>Thank you for choosing our consulting services. We're excited to partner with you on your <strong>{{ $json.projectType }}</strong> project.</p>\n \n <h3>What's Next?</h3>\n <p>Your dedicated consultant has been assigned and will reach out shortly to schedule your kickoff meeting.</p>\n \n <h3>Your Onboarding Checklist:</h3>\n <ul>\n {{ $json.message.content ? JSON.parse($json.message.content).checklist.map(item => `<li>${item}</li>`).join(\"\") : \"<li>Details will be shared in your kickoff meeting</li>\" }}\n </ul>\n \n <h3>First Tasks:</h3>\n <ul>\n {{ $json.message.content ? JSON.parse($json.message.content).firstTasks.map(item => `<li>${item}</li>`).join(\"\") : \"<li>Details will be shared in your kickoff meeting</li>\" }}\n </ul>\n \n <p>If you have any questions, feel free to reply to this email.</p>\n \n <p>Best regards,<br>Your Consulting Team</p>\n</body>\n</html>",
"options": {},
"subject": "=Welcome to Our Consulting Services - {{ $json.clientName }}",
"toEmail": "={{ $json.clientEmail }}",
"fromEmail": "<__PLACEHOLDER_VALUE__Your company email address__>"
},
"typeVersion": 2.1
},
{
"id": "a88b0726-da82-453c-8de3-890f8f85a6b7",
"name": "Schedule Kickoff Meeting",
"type": "n8n-nodes-base.googleCalendar",
"position": [
2048,
128
],
"parameters": {
"end": "={{ $now.plus(2, 'days').set({ hour: 11, minute: 0 }).toISO() }}",
"start": "={{ $now.plus(2, 'days').set({ hour: 10, minute: 0 }).toISO() }}",
"calendar": {
"__rl": true,
"mode": "id",
"value": "primary"
},
"additionalFields": {
"summary": "=Kickoff Meeting - {{ $json.clientName }}",
"attendees": [
"={{ $json.clientEmail }}"
],
"description": "=Initial kickoff meeting for {{ $json.projectType }} project with {{ $json.clientName }} from {{ $json.company }}.\n\nAgenda:\n- Introductions\n- Project overview\n- Timeline and deliverables\n- Next steps"
}
},
"typeVersion": 1.3
},
{
"id": "71e577bc-0c52-4e95-a532-8ce1d4312bc7",
"name": "Sync to CRM",
"type": "n8n-nodes-base.httpRequest",
"position": [
2272,
128
],
"parameters": {
"url": "={{ $('Workflow Configuration').first().json.crmApiUrl }}",
"method": "POST",
"options": {},
"jsonBody": "={\n \"name\": \"{{ $json.clientName }}\",\n \"email\": \"{{ $json.clientEmail }}\",\n \"company\": \"{{ $json.company }}\",\n \"phone\": \"{{ $json.phone }}\",\n \"projectType\": \"{{ $json.projectType }}\",\n \"status\": \"onboarding\",\n \"onboardingData\": {{ $json.message.content || \"{}\" }}\n}",
"sendBody": true,
"specifyBody": "json",
"authentication": "predefinedCredentialType"
},
"typeVersion": 4.3
},
{
"id": "f8dc1762-176d-44ee-89fa-cc6085d42fba",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
80,
-64
],
"parameters": {
"color": 7,
"width": 672,
"height": 656,
"content": "## Webhook & Config"
},
"typeVersion": 1
},
{
"id": "f4341e50-8203-41f7-b51c-b637334faf78",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
768,
-64
],
"parameters": {
"color": 7,
"width": 496,
"height": 656,
"content": "## AI Routing "
},
"typeVersion": 1
},
{
"id": "a4f00111-5414-4640-9790-e46416ee5839",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1296,
-160
],
"parameters": {
"color": 7,
"width": 496,
"height": 656,
"content": "## Log & Notify"
},
"typeVersion": 1
},
{
"id": "0a94791e-11f1-49f1-a067-9cbe994b2b1a",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1808,
-160
],
"parameters": {
"color": 7,
"width": 656,
"height": 656,
"content": "## CRM"
},
"typeVersion": 1
},
{
"id": "349666d6-6917-4d9c-ab7c-1da5813b8834",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-304,
-32
],
"parameters": {
"width": 336,
"height": 576,
"content": "## Main\nThis workflow automates consulting client onboarding, task creation, and routing. AI generates a checklist based on project type and assigns tasks to the correct team member.\n\n## Setup\n1. Connect your Webhook/Form credentials for client intake.\n2. Configure Google Sheets to store client info.\n3. Connect OpenAI credentials for checklist/task generation.\n4. Connect Slack for internal notifications.\n5. Connect email for client communication.\n6. Optional: CRM integration for automated logging.\n\n**Author:** Hyrum Hurst, AI Automation Engineer\n**Company:** QuarterSmart\n**Contact:** hyrum@quartersmart.com\n"
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "1e490925-4e1a-4e0c-8235-4b377d3393f5",
"connections": {
"Send Welcome Email": {
"main": [
[
{
"node": "Schedule Kickoff Meeting",
"type": "main",
"index": 0
}
]
]
},
"Notify IT Consultant": {
"main": [
[
{
"node": "Send Welcome Email",
"type": "main",
"index": 0
}
]
]
},
"Normalize Client Data": {
"main": [
[
{
"node": "Generate Onboarding Checklist",
"type": "main",
"index": 0
}
]
]
},
"Route by Project Type": {
"main": [
[
{
"node": "Log to Google Sheets - Strategy",
"type": "main",
"index": 0
}
],
[
{
"node": "Log to Google Sheets - Management",
"type": "main",
"index": 0
}
],
[
{
"node": "Log to Google Sheets - IT",
"type": "main",
"index": 0
}
]
]
},
"New Client Intake Form": {
"main": [
[
{
"node": "Workflow Configuration",
"type": "main",
"index": 0
}
]
]
},
"Workflow Configuration": {
"main": [
[
{
"node": "Normalize Client Data",
"type": "main",
"index": 0
}
]
]
},
"Schedule Kickoff Meeting": {
"main": [
[
{
"node": "Sync to CRM",
"type": "main",
"index": 0
}
]
]
},
"Log to Google Sheets - IT": {
"main": [
[
{
"node": "Notify IT Consultant",
"type": "main",
"index": 0
}
]
]
},
"Notify Strategy Consultant": {
"main": [
[
{
"node": "Send Welcome Email",
"type": "main",
"index": 0
}
]
]
},
"Notify Management Consultant": {
"main": [
[
{
"node": "Send Welcome Email",
"type": "main",
"index": 0
}
]
]
},
"Generate Onboarding Checklist": {
"main": [
[
{
"node": "Route by Project Type",
"type": "main",
"index": 0
}
]
]
},
"Log to Google Sheets - Strategy": {
"main": [
[
{
"node": "Notify Strategy Consultant",
"type": "main",
"index": 0
}
]
]
},
"Log to Google Sheets - Management": {
"main": [
[
{
"node": "Notify Management Consultant",
"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.
googleSheetsOAuth2ApiopenAiApi
Pro
For the full experience including quality scoring and batch install features for each workflow upgrade to Pro
About this workflow
Consulting firms in strategy, management, or IT who want to automate client onboarding and internal task assignment.
Source: https://n8n.io/workflows/12739/ — original creator credit. Request a take-down →
Related workflows
Workflows that share integrations, category, or trigger type with this one. All free to copy and import.
Automate your landscaping business’s lead follow-up and booking with this AI-powered GoHighLevel workflow. Designed by Hyrum Hurst, AI Automation Engineer at QuarterSmart, this template takes every ne
OpenAI, HTTP Request, Google Calendar +2
Watch on Youtube▶️
HTTP Request, Email Send, Google Sheets +3
Automatically detects missed Zoom demos booked via Calendly and triggers AI-powered follow-up sequences.
HTTP Request, OpenAI, Email Send +3
Imagine your recruitment process transformed into a sleek, efficient, AI-powered assembly line for talent. That's exactly what this system creates. It automates the heavy lifting, allowing your human
Google Sheets, OpenAI, Gmail +2
This workflow automates the end-to-end process of scheduling technical or behavioral interviews. It captures interview data via Webhook, creates a Google Calendar event with an integrated Google Meet
Google Calendar, OpenAI, Gmail +2