Researched Client onboarding

AI-generated onboarding checklist and task routing for consultancies

Last checked: 2026-10-18 · Sourced and summarized; not yet run end-to-end by us. What this means

At a glance

Setup estimate

1–2 h (ESTIMATE)

Tools

Industries

Agencies & consultancies

View source template on n8n.io

Problem

Each new engagement needs a custom checklist, owner and kickoff

Caveats

Needs an OpenAI API key plus Google Sheets, Slack, Google Calendar and email accounts. Client intake details are sent to OpenAI, so check that fits your client agreements. Review AI-generated checklists before assigning work. The PDF and CRM steps on the template page are optional and need your own setup.

Tools

n8n webhook
OpenAI GPT-4
Google Sheets
Slack
Google Calendar
email

Browse by tool: n8n, OpenAI, Google Sheets, Slack, Google Calendar

Steps

Intake triggers the flow.
AI generates the onboarding checklist.
Switch routes by project type.
Log the client in Sheets.
Slack the assigned consultant.
Schedule kickoff and send the welcome email.

Status: Researched: Sourced and summarized, not yet run end-to-end by us
Last checked: 2026-10-18

Setup estimates are rough guesses for someone comfortable with the tools who already has the accounts and API keys. Real time is unknown until tested.