Onboarding
Description
Categories
🤖 AI & Machine Learning
Nodes Used
n8n-nodes-base.setn8n-nodes-base.setn8n-nodes-base.noOpn8n-nodes-base.noOpn8n-nodes-base.gmailn8n-nodes-base.startn8n-nodes-base.stickyNoten8n-nodes-base.stickyNoten8n-nodes-base.stickyNoten8n-nodes-base.stickyNote
PriceGratuit
Views2
Last Updated1/28/2026
workflow.json
{
"id": "7R0XDRrkPclEYLJS",
"meta": {
"instanceId": "57c71fe69aec521b7d0bd3751d2e0aaa08f8884418e122571610a23c9eb8a65c"
},
"name": "Onboarding",
"tags": [],
"nodes": [
{
"id": "d29dd2a4-bcf0-4a85-ace6-930f8f100bb6",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
1720,
200
],
"parameters": {
"color": 4,
"width": 420,
"height": 680,
"content": "=======================================\n WORKFLOW ASSISTANCE\n=======================================\nFor any questions or support, please contact:\n [email protected]\n\nExplore more tips and tutorials here:\n - YouTube: https://www.youtube.com/@YaronBeen/videos\n - LinkedIn: https://www.linkedin.com/in/yaronbeen/\n=======================================\n\nAuthor:\nYaron Been\n"
},
"typeVersion": 1
},
{
"id": "66045c99-118c-4302-807e-c4279d1a47a2",
"name": "Start",
"type": "n8n-nodes-base.start",
"position": [
-80,
20
],
"parameters": {},
"typeVersion": 1
},
{
"id": "3cc38fca-c0c9-4c9f-90f1-a9d0ece9522c",
"name": "Error Handler",
"type": "n8n-nodes-base.errorTrigger",
"position": [
1180,
340
],
"parameters": {},
"typeVersion": 1
},
{
"id": "7b745afe-49a5-4cd6-aa03-a0dae214e908",
"name": "Execution Completed",
"type": "n8n-nodes-base.noOp",
"position": [
1180,
20
],
"parameters": {},
"typeVersion": 1
},
{
"id": "0ea5c7e9-78b8-446a-bae1-802a5ecab399",
"name": "Execution Failure",
"type": "n8n-nodes-base.noOp",
"position": [
1380,
340
],
"parameters": {},
"typeVersion": 1
},
{
"id": "e79e67c4-9de6-4287-86b9-e2cd6b884f52",
"name": "Client Checklist",
"type": "n8n-nodes-base.set",
"position": [
540,
20
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "c9c81e80-f2f2-436d-a6cf-48882b0f72ea",
"name": "=Checklist",
"type": "string",
"value": "=\"Checklist\": \"\n1. Account setup\n2. Welcome call scheduled\n3. Document collection\n4. Service configuration\n5. Onboarding session\n6. First milestone review"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "daa90481-fb59-47ff-9aa1-14e33a42d459",
"name": "Google Gemini Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini",
"position": [
700,
520
],
"parameters": {
"options": {},
"modelName": "models/gemini-2.0-flash"
},
"credentials": {
"googlePalmApi": {
"id": "cHiuNFEYYehlLyFW",
"name": "Google Gemini(PaLM) Api account"
}
},
"typeVersion": 1
},
{
"id": "fc92711a-1073-474b-8e62-f6413986de4f",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-200,
-220
],
"parameters": {
"width": 540,
"content": "📋 Client Onboarding Automation \nThis workflow triggers when a new row is added to a Google Sheet linked to a Google Form. \nIt extracts client data, builds a checklist, uses Gemini to personalize it, and sends it via email. \nIncludes error handling to notify if execution fails.\n"
},
"typeVersion": 1
},
{
"id": "5907c579-44bf-47e4-b38e-944700e8e540",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
940,
200
],
"parameters": {
"width": 200,
"height": 100,
"content": "📤 Email the customized onboarding checklist \nto the client using their submitted email address\n"
},
"typeVersion": 1
},
{
"id": "f6abbdf9-156f-45cc-bb16-ccb619a3fba7",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1180,
200
],
"parameters": {
"width": 200,
"height": 100,
"content": "✅ Indicates successful end of execution\n"
},
"typeVersion": 1
},
{
"id": "2ccb5b9b-4d4b-4615-a8cd-c9aed234b75b",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1420,
520
],
"parameters": {
"width": 200,
"height": 100,
"content": "🚨 Handles errors from any node above \nCan trigger notifications or log the failure\n"
},
"typeVersion": 1
},
{
"id": "4aaef60e-2e14-416c-9d01-6d8a692afc20",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
1160,
520
],
"parameters": {
"width": 200,
"height": 100,
"content": "❌ Catch any errors during execution \nand take fallback or alerting action\n"
},
"typeVersion": 1
},
{
"id": "0720cde8-e4a3-4e75-a9d5-9a72d67a041c",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
720,
200
],
"parameters": {
"width": 200,
"height": 100,
"content": "🧠 Send prompt to Gemini API to tailor checklist \nbased on client name, company, and selected services\n"
},
"typeVersion": 1
},
{
"id": "76186e1d-a5e5-4935-bec9-8abf6494c5f9",
"name": "Sticky Note7",
"type": "n8n-nodes-base.stickyNote",
"position": [
480,
200
],
"parameters": {
"width": 200,
"height": 100,
"content": "📋 Set the default onboarding checklist items\n"
},
"typeVersion": 1
},
{
"id": "099c44da-a685-492f-ad8c-5001d181e37f",
"name": "Sticky Note8",
"type": "n8n-nodes-base.stickyNote",
"position": [
260,
200
],
"parameters": {
"width": 200,
"height": 100,
"content": "🧍 Extract client details: name, email, company, services\n"
},
"typeVersion": 1
},
{
"id": "7eb2540f-77bc-472f-927b-db19a59af74c",
"name": "Sticky Note9",
"type": "n8n-nodes-base.stickyNote",
"position": [
40,
200
],
"parameters": {
"width": 200,
"height": 100,
"content": "⏰ Trigger when a new row is added \n(Google Form response stored in Google Sheet)\n"
},
"typeVersion": 1
},
{
"id": "d4d0d056-f14e-4ba0-9800-680854b25a3a",
"name": "Trigger on New Client Form Submission",
"type": "n8n-nodes-base.googleSheetsTrigger",
"position": [
120,
20
],
"parameters": {
"event": "rowAdded",
"options": {},
"pollTimes": {
"item": [
{
"mode": "everyMinute"
}
]
},
"sheetName": {
"__rl": true,
"mode": "list",
"value": 1635870855,
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/19Hvti1sX6SvjP1Kj8dWFEiksiqn1FJVBoMToP2X6xBw/edit#gid=1635870855",
"cachedResultName": "Form Responses 1"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "19Hvti1sX6SvjP1Kj8dWFEiksiqn1FJVBoMToP2X6xBw",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/19Hvti1sX6SvjP1Kj8dWFEiksiqn1FJVBoMToP2X6xBw/edit?usp=drivesdk",
"cachedResultName": "Onboarding"
}
},
"credentials": {
"googleSheetsTriggerOAuth2Api": {
"id": "HyhUBfOVRIuLMcGw",
"name": "Google Sheets Trigger account"
}
},
"typeVersion": 1
},
{
"id": "c74110eb-1e8e-4836-93a7-76e8bc0a82f2",
"name": "Extract and Structure Client Data",
"type": "n8n-nodes-base.set",
"position": [
320,
20
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "7c333d8f-04cd-4987-9c30-4c7bc26baecb",
"name": "fields",
"type": "string",
"value": "=Name: {{ $json['Client name'] }} \nEmail: {{ $json[' email '] }}\nCompany: {{ $json[' Company Name '] }}\nService Needed: {{ $json[' Services Needed '] }}\nOther info: {{ $json[' Any other onboarding info '] }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "93822f2f-1013-4231-9602-3337fee939c8",
"name": "Personalize Using Gemini",
"type": "@n8n/n8n-nodes-langchain.chainLlm",
"position": [
680,
20
],
"parameters": {
"text": "=Give me an onboarding check list for an email to the client, give me only email body and don't generate extra text like \"Okay, here's an email template ...\" and start and end on new lines\nstart with:\nHi {{ $('Trigger on New Client Form Submission').item.json['Client name'] }}, \nand end with \nBest regards,\nYour {{ $('Trigger on New Client Form Submission').item.json[' Company Name '] }} Team\n\n:\nAlso use information from checklist and Fields below\n {{ $json.Checklist }}\n\nFields: {{ $('Extract and Structure Client Data').item.json.fields }}",
"promptType": "define"
},
"typeVersion": 1.5
},
{
"id": "03c3ee91-0d15-44a3-8426-7d9181a9876f",
"name": "Send Email to Client",
"type": "n8n-nodes-base.gmail",
"position": [
980,
20
],
"webhookId": "2a07b507-23a6-4bfb-adff-997d30ea3dfa",
"parameters": {
"sendTo": "={{ $('Trigger on New Client Form Submission').item.json[' email '] }}",
"message": "= {{ $json.text }}",
"options": {},
"subject": "=Welcome to Our Service, {{ $('Trigger on New Client Form Submission').item.json['Client name'] }} "
},
"credentials": {
"gmailOAuth2": {
"id": "4xTRVs8hsWgrdhHr",
"name": "Gmail account 2"
}
},
"typeVersion": 2.1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "7cf9d691-7a87-4cc1-9827-ac581cbaa503",
"connections": {
"Error Handler": {
"main": [
[
{
"node": "Execution Failure",
"type": "main",
"index": 0
}
]
]
},
"Client Checklist": {
"main": [
[
{
"node": "Personalize Using Gemini",
"type": "main",
"index": 0
}
]
]
},
"Google Gemini Chat Model": {
"ai_languageModel": [
[
{
"node": "Personalize Using Gemini",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Personalize Using Gemini": {
"main": [
[
{
"node": "Send Email to Client",
"type": "main",
"index": 0
},
{
"node": "Execution Completed",
"type": "main",
"index": 0
}
]
]
},
"Extract and Structure Client Data": {
"main": [
[
{
"node": "Client Checklist",
"type": "main",
"index": 0
}
]
]
},
"Trigger on New Client Form Submission": {
"main": [
[
{
"node": "Extract and Structure Client Data",
"type": "main",
"index": 0
}
]
]
}
}
}