Client Onboarding System
An AI System that Onboards Clients in 30 Seconds (Free n8n Template)
This system automates new client onboarding via a form-triggered workflow. It creates client folders in Google Drive, sets up project lists and tasks in ClickUp, and configures a dedicated Slack channel with personalized welcome messages. An AI agent parses proposal and scoping documents to extract actionable tasks with due dates. The integration leverages APIs for Google Drive, ClickUp, Slack, and Gmail. Creator: Nolan Harper.