AI Client Onboarding Agent: Auto Welcome Email Generator

This workflow automates welcoming new clients. When someone submits a form, their details are pulled from Google Sheets, a personalized onboarding checklist is generated using Google Gemini, and an email is sent directly to the client. It also includes error handling to ensure nothing is missed.

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🟢 Section 1 – Trigger & Client Data Capture

Nodes:

• ⏰ Trigger on New Client Form Submission → Fires when a new row is added in Google Sheets (from the client’s form).
• 🧍 Extract and Structure Client Data → Collects and formats client details: name, email, company, services, extra info.

✅ Beginner view: This is the doorway. When a client fills the form, their info is automatically pulled into the workflow.

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📑 Section 2 – Checklist & Personalization

Nodes:

• 📋 Client Checklist → Creates a default onboarding checklist (account setup, welcome call, docs, etc.).
• 🧠 Personalize Using Gemini → Sends client details + checklist to Google Gemini AI → generates a tailored onboarding email body.

✅ Beginner view: This is where the magic happens. Instead of a boring generic email, each client gets a customized message that feels personal.

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📤 Section 3 – Delivery & Completion

Nodes:

• 📧 Send Email to Client → Sends the personalized onboarding email directly to the client’s inbox.
• ✅ Execution Completed → Marks the workflow as successfully finished.

✅ Beginner view: Think of this as the final handshake with the client — they get a warm, professional onboarding email without you lifting a finger.

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🚨 Section 4 – Error Handling

Nodes:

• ⚠️ Error Handler → Captures any failure in the workflow.
• ❌ Execution Failure → Defines fallback/alert action if something breaks.

✅ Beginner view: This is your safety net. If an email fails or Gemini is unavailable, the workflow won’t just stop — you can set it up to alert you.

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📊 Summary Table

| Section | Key Nodes | Purpose | Beginner Benefit | | ----------------- | ----------------------------------- | -------------------------------------- | ------------------------------ | | 🟢 Trigger & Data | Google Sheets Trigger, Data Extract | Capture client info | Auto-collects form submissions | | 📑 Checklist & AI | Checklist, Gemini | Generate personalized onboarding email | Each client feels special | | 📤 Delivery | Gmail, Execution Completed | Send email & close flow | Client gets email instantly | | 🚨 Error Handling | Error Trigger, Failure Node | Catch issues | Ensures nothing is missed |

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🌟 Why This Workflow Rocks

• Saves hours → no manual onboarding emails
• Personalized at scale → Gemini tailors messages per client
• Error-proof → built-in error handling keeps you safe
• Scalable → works for 10 or 10,000 clients

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👉 Example Flow in Action:

1. A client named Sarah fills the onboarding form.

2. Workflow captures her details → “Sarah, MarketingPro Agency, Needs Analytics Setup.”

3. Gemini creates a custom email:

   > Hi Sarah, welcome aboard! Here’s your onboarding plan tailored for Analytics Setup…

4. Gmail sends it instantly.

5. You get notified only if something fails.

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