Automated Client Onboarding Email Workflow

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This n8n workflow automates the client onboarding process by integrating Google Sheets, language models, and email services to streamline client communication. When a new response is submitted via a Google Form, the workflow extracts client details, generates a personalized onboarding checklist using Google Gemini’s language model, and sends a tailored email to the client. Error handling nodes are incorporated to notify administrators if the process fails, ensuring smooth operation. This setup is ideal for service providers or agencies looking to automate onboarding tasks, improve consistency, and enhance client experience.

Node Count

11 – 20 Nodes

Nodes Used

@n8n/n8n-nodes-langchain.chainLlm, @n8n/n8n-nodes-langchain.lmChatGoogleGemini, errorTrigger, gmail, googleSheetsTrigger, noOp, set, start, stickyNote

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