{"product_id":"clientify-ai-onboarding-email-google-calendar-via-gmail","title":"Clientify AI Onboarding: Email + Google Calendar via Gmail","description":"\u003ch3\u003eAutomatically onboard new Clientify contacts with a personalized welcome email and a Google Calendar meeting\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow, \u003cstrong\u003eClientify AI Onboarding: Email + Google Calendar via Gmail\u003c\/strong\u003e, detects newly created Clientify contacts, drafts a tailored welcome message using OpenAI, schedules an available welcome meeting in \u003cstrong\u003eGoogle Calendar\u003c\/strong\u003e, and sends everything to the contact via \u003cstrong\u003eGmail\u003c\/strong\u003e—while logging the onboarding so duplicates don’t happen.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eTriggers on new Clientify contacts\u003c\/strong\u003e and continues only if the contact was newly created (within \u003cem\u003e60 seconds\u003c\/em\u003e) and has a \u003cstrong\u003enon-bounced email address\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePrevents duplicates\u003c\/strong\u003e by checking the contact’s Clientify timeline for an existing \u003cstrong\u003e“Welcome email sent”\u003c\/strong\u003e note. If found, the workflow stops.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eGenerates the email and meeting times with OpenAI\u003c\/strong\u003e, using Google Calendar tools to find the sender’s next \u003cstrong\u003e7 days\u003c\/strong\u003e of events, select an open slot, and create a calendar meeting with the contact as an attendee.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSends the onboarding email via Gmail\u003c\/strong\u003e (the AI email is drafted in Markdown, converted to HTML, then delivered to the contact).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eUpdates Clientify ownership and logs onboarding\u003c\/strong\u003e by assigning the contact owner to the Clientify user whose email matches the configured sender email, then writes an onboarding note with the email subject and meeting details.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eWelcome new leads instantly in a SaaS pipeline (email + calendar invite without manual scheduling).\u003c\/li\u003e\n  \u003cli\u003eStandardize onboarding for agencies or consultants who store contacts in \u003cstrong\u003eClientify\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003eReduce no-shows by scheduling a meeting only when the contact has a valid, non-bounced email.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eTriggers\/Logic:\u003c\/strong\u003e Clientify trigger with conditional checks (\u003cem\u003eif\u003c\/em\u003e, \u003cem\u003eset\u003c\/em\u003e) and onboarding note logic (sticky note).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAI + Scheduling:\u003c\/strong\u003e \u003cstrong\u003eOpenAI\u003c\/strong\u003e with an agent workflow (\u003cem\u003en8n-nodes-langchainagent\u003c\/em\u003e) leveraging Google Calendar availability.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eEmail delivery:\u003c\/strong\u003e \u003cstrong\u003eGmail\u003c\/strong\u003e node sending HTML converted from Markdown.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eKey setup requirements:\u003c\/strong\u003e Install \u003cstrong\u003en8n-nodes-clientify\u003c\/strong\u003e, add credentials for \u003cstrong\u003eClientify\u003c\/strong\u003e, \u003cstrong\u003eOpenAI\u003c\/strong\u003e, \u003cstrong\u003eGoogle Calendar\u003c\/strong\u003e, and \u003cstrong\u003eGmail\u003c\/strong\u003e.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46275612508339,"sku":"N8N-21490","price":43.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/mCmc2vNFRd_yyv9TdUhgw_q043f4Ds.png?v=1792832741","url":"https:\/\/buyflowscripts.com\/products\/clientify-ai-onboarding-email-google-calendar-via-gmail","provider":"N8N Commerce","version":"1.0","type":"link"}