{"product_id":"n8n-client-onboarding-workflow-gmail-calendar-sheets-slack","title":"n8n Client Onboarding Workflow: Gmail, Calendar, Sheets \u0026 Slack","description":"\u003ch3\u003eAutomate client onboarding end-to-end—email welcome, schedule kickoff, log intake, and run a 30-day survey\u003c\/h3\u003e\n\u003cp\u003eThis n8n Client Onboarding Workflow automatically processes new onboarding form submissions via a \u003cstrong\u003ewebhook\u003c\/strong\u003e, then uses \u003cstrong\u003eGmail\u003c\/strong\u003e, \u003cstrong\u003eGoogle Calendar\u003c\/strong\u003e, \u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e, and \u003cstrong\u003eSlack\u003c\/strong\u003e to welcome the client, create a kickoff event, notify your team, track the lead, and send a \u003cstrong\u003e30-day satisfaction survey\u003c\/strong\u003e with follow-up updates.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReceives onboarding submissions\u003c\/strong\u003e: A new client submits your intake form and a \u003cstrong\u003ePOST request\u003c\/strong\u003e hits the workflow webhook; it immediately returns a \u003cstrong\u003e200 OK\u003c\/strong\u003e JSON response.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eNormalizes and enriches data\u003c\/strong\u003e: The workflow standardizes name, contact info, requested services, and description, and calculates key dates (onboarding, welcome call, and 30-day survey).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSends a branded welcome email\u003c\/strong\u003e: Uses \u003cstrong\u003eGmail\u003c\/strong\u003e to email the client.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSchedules the welcome\/call\u003c\/strong\u003e: Creates a \u003cstrong\u003eGoogle Calendar\u003c\/strong\u003e event, invites the client, and sends calendar updates.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eNotifies internal teams\u003c\/strong\u003e: Posts a new-client alert to \u003cstrong\u003eSlack\u003c\/strong\u003e for visibility.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eLogs everything to Sheets\u003c\/strong\u003e: Appends the client record to a \u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e tracker, then \u003cstrong\u003ewaits 30 days\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSends the 30-day satisfaction survey\u003c\/strong\u003e: After 30 days, emails the survey via \u003cstrong\u003eGmail\u003c\/strong\u003e, marks the row as “survey sent” in Google Sheets, and posts a Slack alert.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eError handling with Slack alerts\u003c\/strong\u003e: If sending the welcome email, creating the calendar event, or posting the Slack onboarding message fails, it sends an \u003cstrong\u003eerror alert\u003c\/strong\u003e to a dedicated Slack channel.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eRun a consistent onboarding experience for every form submission from your website\/SaaS.\u003c\/li\u003e\n  \u003cli\u003eAuto-schedule a kickoff call and ensure your team sees new clients in Slack.\u003c\/li\u003e\n  \u003cli\u003eTrack onboarding status in Google Sheets and trigger a 30-day satisfaction survey automatically.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eWebhook\u003c\/strong\u003e for intake + immediate 200 OK response\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eGmail\u003c\/strong\u003e for welcome email and 30-day satisfaction survey\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eGoogle Calendar\u003c\/strong\u003e to create the kickoff event and invite the client\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e to append the client record and update survey status\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSlack\u003c\/strong\u003e for onboarding notifications and error alerts\u003c\/li\u003e\n  \u003cli\u003eIncludes nodes such as \u003cstrong\u003eSet\u003c\/strong\u003e and \u003cstrong\u003eWait\u003c\/strong\u003e (plus a \u003cstrong\u003eSticky Note\u003c\/strong\u003e for clarity)\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003cstrong\u003eSetup\u003c\/strong\u003e: Connect credentials for Gmail, Google Calendar, Google Sheets, and Slack. Copy the production webhook URL and configure your intake form to POST JSON containing \u003ccode\u003efirstName\u003c\/code\u003e, \u003ccode\u003elastName\u003c\/code\u003e, \u003ccode\u003eemail\u003c\/code\u003e, \u003ccode\u003ecompany\u003c\/code\u003e, \u003ccode\u003ephone\u003c\/code\u003e, \u003ccode\u003eservices\u003c\/code\u003e (array), and \u003ccode\u003ebizSize\u003c\/code\u003e.\u003c\/p\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45726238671027,"sku":"N8N-17473","price":3.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/cDG-2NYMXXXiEtu6tlUZl_cpdllNLl.png?v=1785056825","url":"https:\/\/buyflowscripts.com\/products\/n8n-client-onboarding-workflow-gmail-calendar-sheets-slack","provider":"N8N Commerce","version":"1.0","type":"link"}