Client Onboarding System

Workflow Overview

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, configures dedicated Slack channels with personalized welcome messages, and uses AI to parse proposal documents for actionable tasks.

Required Tools & Integrations

• n8n (cloud or self-hosted)
• Google Drive API (free with workspace)
• ClickUp API ($7-12/month per user)
• Slack API (free for basic features)
• Gmail API (free with workspace)
• AI document parsing ($10-20/month)

Total monthly cost: ~$37-52 depending on team size.

Steps

1. Set up form trigger for new client intake
2. Create client folders automatically in Google Drive
3. Set up project lists and tasks in ClickUp
4. Configure dedicated Slack channel with welcome messages
5. Parse proposal and scoping documents with AI
6. Extract actionable tasks with due dates automatically

Business Benefits & ROI

• Speed: Complete client onboarding in 30 seconds vs. 2-3 hours
• Consistency: Standardized onboarding process for all clients
• Organization: Automated folder structure and project setup
• Communication: Instant Slack channel and welcome messages
• Task Management: AI-extracted tasks with due dates