Who this workflow is for Consulting firms in strategy, management, or IT who want to automate client onboarding and internal task assignment. What this workflow does Automatically creates onboarding tasks and checklists using AI, routes them to the right consultant, logs client info in Google Sheets, and sends client welcome emails. Internal teams get Slack notifications, and kickoff meetings can be scheduled automatically. How the workflow works 1. New client intake triggers workflow 2. AI gene
Create consulting client onboarding tasks with GPT-4, Google Sheets and Slack is a ready-made n8n workflow you import as a workflow JSON file — no build required. It connects Slack, Google Sheets, OpenAI. It's free to download. Follow the 5-step import below to go live in minutes.

Who this workflow is for Consulting firms in strategy, management, or IT who want to automate client onboarding and internal task assignment. What this workflow does Automatically creates onboarding tasks and checklists using AI, routes them to the right consultant, logs client info in Google Sheets, and sends client welcome emails. Internal teams get Slack notifications, and kickoff meetings can be scheduled automatically. How the workflow works 1. New client intake triggers workflow 2. AI generates onboarding checklist 3. Tasks routed based on project type 4. Client info logged in Google Sheets 5. Slack notifications sent to consultants 6. Optional PDF of onboarding sent to client 7. Email confirmation delivered to client 8. Optional CRM integration Setup Instructions - Connect Webhook/Form for intake - Connect Google Sheets - Connect OpenAI - Connect Slack and email - Configure optional CRM integration Author: Hyrum Hurst, AI Automation Engineer Company: QuarterSmart Contact: hyrum@quartersmart.com
Download the workflow JSON file after purchase.
Open n8n → click the menu → Import from File.
Select the downloaded JSON and import.
Set up credentials for each node that requires them.
Click Execute Workflow to test, then activate.
Setup guide included
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