{"product_id":"client-onboarding-automation-with-n8n-anthropic-supabase-gmail-slack","title":"Client Onboarding Automation with n8n, Anthropic, Supabase, Gmail \u0026 Slack","description":"\u003ch3\u003eTurn client intake into a complete onboarding flow—automatically\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow automates client onboarding end-to-end: it collects submissions from an n8n Form, uses \u003cstrong\u003eAnthropic\u003c\/strong\u003e to analyze requirements and draft emails, saves onboarding data to \u003cstrong\u003eSupabase\u003c\/strong\u003e, creates a \u003cstrong\u003eGoogle Drive\u003c\/strong\u003e folder, and coordinates updates through \u003cstrong\u003eGmail\u003c\/strong\u003e and \u003cstrong\u003eSlack\u003c\/strong\u003e—including reminder follow-ups until a Supabase checklist is finished.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReceives a new client submission\u003c\/strong\u003e from an n8n Form (company, contact details, requested service, and requirements).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eNormalizes and cleans input data\u003c\/strong\u003e (e.g., trims text, formats the website URL, standardizes the email address).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eUses Anthropic\u003c\/strong\u003e to summarize the request, infer priority, and identify missing information needed to start.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRequests missing details via Gmail\u003c\/strong\u003e when required fields are incomplete, then pauses the onboarding flow.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eWhen complete, saves everything to Supabase\u003c\/strong\u003e by creating a client record and an onboarding checklist.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCreates a Google Drive folder\u003c\/strong\u003e for the client.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eGenerates and sends a personalized welcome email\u003c\/strong\u003e using Anthropic + Gmail.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePosts onboarding summary to Slack\u003c\/strong\u003e and updates client status in Supabase.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eWaits, checks the Supabase checklist\u003c\/strong\u003e, and either marks the client completed + notifies Slack or emails a Gmail reminder listing remaining items.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eAgencies and consultants who need consistent client onboarding from intake to completion.\u003c\/li\u003e\n  \u003cli\u003eSaaS operators using n8n to reduce manual follow-ups and ensure required onboarding steps are tracked in Supabase.\u003c\/li\u003e\n  \u003cli\u003eAutomation engineers who want a practical workflow blueprint using form intake, LLM-assisted drafting, and checklist-based completion.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes:\u003c\/strong\u003e if, set, wait, gmail, slack, supabase\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eLLM:\u003c\/strong\u003e Anthropic (summarization, priority inference, missing info, welcome email drafting)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eData storage:\u003c\/strong\u003e Supabase tables \u003ccode\u003eclients\u003c\/code\u003e and \u003ccode\u003eonboarding_checklists\u003c\/code\u003e\n\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCommunications:\u003c\/strong\u003e Gmail for client requests\/reminders and welcome email; Slack for onboarding notifications\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAsset organization:\u003c\/strong\u003e Google Drive folder creation per client\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eSetup note:\u003c\/strong\u003e Connect Supabase credentials and configure the \u003ccode\u003eclients\u003c\/code\u003e and \u003ccode\u003eonboarding_checklists\u003c\/code\u003e tables to match the workflow fields.\u003c\/p\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46173003055283,"sku":"N8N-20548","price":38.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/W0ozsCZ4e_WvtFJdI_gO3_1OTRyJFS.png?v=1791365307","url":"https:\/\/buyflowscripts.com\/products\/client-onboarding-automation-with-n8n-anthropic-supabase-gmail-slack","provider":"N8N Commerce","version":"1.0","type":"link"}