This n8n workflow streamlines and automates the client onboarding process for AI-driven service providers. Triggered by a form submission, it systematically creates and organizes all necessary project resources, including Google Drive folders, ClickUp project spaces, and Slack channels. The workflow extracts client data, processes a proposal scoping document using AI, and generates actionable onboarding tasks within ClickUp. It also sends welcome emails and creates communication channels to ensure smooth onboarding. This automation significantly reduces manual effort, accelerates onboarding timelines, and improves client experience, making it ideal for agencies and service providers managing multiple clients.

Node Count	11 – 20 Nodes
Nodes Used	@n8n/n8n-nodes-langchain.agent, @n8n/n8n-nodes-langchain.lmChatOpenAi, @n8n/n8n-nodes-langchain.outputParserStructured, clickUp, extractFromFile, formTrigger, gmail, googleDrive, set, slack, splitInBatches, splitOut, stickyNote