Create consulting client onboarding tasks with GPT-4, Google Sheets and Slack
n8n template #12739Summary
Use templateWho this workflow is for Consulting firms in strategy, management, or IT who want to automate client onboarding and internal task assignment. What this workflow does Automatically creates onboarding tasks and checklists using AI, routes them to the right consultant, logs client info in Google Sheets, and sends client welcome emails. Internal teams get Slack notifications, and kickoff meetings can be scheduled automatically. How the workflow works New client intake triggers workflow AI generates onboarding checklist Tasks routed based on project type Client info logged in Google Sheets Slack notifications sent to consultants Optional PDF of onboarding sent to client Email confirmation deliver
Hand off to your agent
Prompt
Help me set up the n8n workflow "Create consulting client onboarding tasks with GPT-4, Google Sheets and Slack" (https://n8n.io/workflows/12739). It uses: Send Email, Google Sheets, HTTP Request, Slack, Google Calendar, OpenAI. Import the template JSON into my n8n instance, list every credential I need to create, and walk me through testing it.
Paste into Claude Code and it will do the rest.
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