Overview
A fully automated client onboarding pipeline built in n8n. The moment a deal is marked as won, the workflow fires and handles everything from folder creation to contract drafting to task assignment — no manual steps.
The problem
Onboarding a new client manually means repeating the same 10 steps every time: creating folders, copying templates, sending emails, and creating tasks. It takes hours, and things get missed.
What it does
- Watches for a status change trigger
- Routes logic through an if-filter
- Creates a dedicated client folder in Google Drive
- Copies the contract template into the new folder
- Updates the agreement document with client details
- Creates a private Slack channel for the client
- Sends a Welcome Aboard email via Gmail
- Sends a project kickoff email
- Creates a task in Asana to start the work
- Downloads the contract from Drive
- Drafts the contract email
- Creates a task for the client partner
Stack
n8n, Google Drive, Google Docs, Slack, Gmail, Asana
