{"product_id":"n8n-client-onboarding-project-handoff-google-sheets-gmail","title":"n8n Client Onboarding \u0026 Project Handoff: Google Sheets + Gmail","description":"\u003ch3\u003eTurn every new client request into a structured onboarding record—automatically\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow receives new client details via a webhook, validates and normalizes the data, creates onboarding and project handoff entries in \u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e, and sends \u003cstrong\u003eGmail\u003c\/strong\u003e emails to clients and internal owners. It also detects active duplicates, escalates onboarding risks, and emails a daily onboarding digest for small agencies.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReceives new client details\u003c\/strong\u003e through a webhook endpoint.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eValidates required fields\u003c\/strong\u003e, normalizes key values, and generates a \u003cstrong\u003eclient ID\u003c\/strong\u003e and \u003cstrong\u003eproject ID\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReads Google Sheets\u003c\/strong\u003e tabs (“Clients” and “Onboarding Config”) to detect active duplicates and load default owners plus kickoff\/SLA rules.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eBuilds an onboarding plan\u003c\/strong\u003e: sets priority and kickoff target date, compiles a checklist, and flags risks such as missing information, rush start dates, VIP services, or high budgets.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eHandles duplicates\u003c\/strong\u003e: if an active duplicate is found, it sends a \u003cstrong\u003eduplicate-review email\u003c\/strong\u003e via Gmail and returns a \u003cstrong\u003eJSON response\u003c\/strong\u003e indicating manual review is required.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCreates new records (no duplicate)\u003c\/strong\u003e: appends rows to “Clients,” “Projects,” and “Onboarding Checklist” in Google Sheets, then emails the client a welcome message and emails the owner an internal handoff summary.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eEscalates risk\u003c\/strong\u003e: when onboarding needs attention, it logs details in “Onboarding Risk Log” and sends a risk alert email to the project owner—also returning a JSON response with the created status.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSends a daily digest\u003c\/strong\u003e: every morning, it reads active projects and emails a risk digest for overdue kickoff targets, long-running onboardings, and high-risk records.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eAgency ops teams: streamline \u003cstrong\u003eclient onboarding\u003c\/strong\u003e and handoffs without manual spreadsheets.\u003c\/li\u003e\n  \u003cli\u003eAutomation engineers: provide a webhook-driven onboarding API with \u003cstrong\u003eduplicate detection\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003eSaaS operators: maintain consistent onboarding checklists and SLA visibility via Google Sheets + Gmail.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eNodes\/logic: \u003cstrong\u003ewebhook\u003c\/strong\u003e, \u003cstrong\u003eif\u003c\/strong\u003e, \u003cstrong\u003ecode\u003c\/strong\u003e, \u003cstrong\u003egoogle sheets\u003c\/strong\u003e, \u003cstrong\u003egmail\u003c\/strong\u003e, and \u003cstrong\u003esticky note\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003eCore sheets\/tabs used: “Clients,” “Onboarding Config,” “Onboarding Checklist,” “Projects,” and “Onboarding Risk Log.”\u003c\/li\u003e\n  \u003cli\u003eOutputs: JSON responses for duplicate\/manual review and created\/risk statuses.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45938247499955,"sku":"N8N-19014","price":12.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/jKxR1RGqBGpzBFVvuG4wi_ZBQJd9B1.png?v=1788340733","url":"https:\/\/buyflowscripts.com\/products\/n8n-client-onboarding-project-handoff-google-sheets-gmail","provider":"N8N Commerce","version":"1.0","type":"link"}