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Automate marketing agency client onboarding: Typeform to GDrive + OpenAI research

Chris RudyChris Rudy
491 views
2/3/2026
File ProcessingAWSS3TriggerData Extraction
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Who's it for

Marketing agencies, digital agencies, and freelancers who need to streamline their client onboarding process and create consistent, professional documentation for new clients. Perfect for teams handling multiple client intakes who want to save hours of manual setup work while maintaining quality standards.

What it does

This workflow automates the entire client onboarding journey from the moment a prospect fills out your Typeform intake questionnaire. It instantly creates a complete Google Drive folder structure with 6 main folders and 15+ subfolders tailored for marketing projects, sends the intake information to your team via Slack, generates an AI-powered marketing research brief using OpenAI, implements an approval workflow with revision capabilities, and delivers a professional welcome email to the client. The system ensures nothing falls through the cracks while maintaining consistent quality across all client projects.

How it works

  1. Intake Trigger: When a client submits your Typeform intake form, the workflow automatically initiates
  2. Folder Creation: Creates a branded client folder in Google Drive with organized subfolders for ads, raw footage, product images, research, drafts, and archives
  3. Team Notification: Posts detailed intake responses to your designated Slack channel for immediate team visibility
  4. AI Brief Generation: Uses OpenAI to analyze intake responses and generate a comprehensive marketing research document including customer personas, pain points, positioning strategies, and marketing angles
  5. Approval Process: Sends the brief for team review with built-in approve/revise functionality
  6. Document Creation: Upon approval, creates a Google Doc with the finalized research brief
  7. Client Communication: Sends a personalized welcome email to the client confirming their onboarding

How to set up

  1. Configure the workflow: Start by filling in all values in the "⚙️ Configuration" node:

    • Your Typeform ID from your intake form
    • Google Drive parent folder ID where client folders will be created
    • Slack channel IDs for new client notifications and internal reviews
    • OpenAI model preference (GPT-4 recommended)
    • Welcome email template with your agency branding

  2. Connect your accounts:

    • Typeform: Create credentials and connect your account
    • Google: Authenticate with Drive, Docs, and Gmail permissions
    • Slack: Add the n8n bot to your workspace and relevant channels
    • OpenAI: Add your API key for AI content generation

  3. Test the workflow:

    • Submit a test entry through your Typeform
    • Verify folder creation in Google Drive
    • Check Slack notifications are posting correctly
    • Confirm the approval process works as expected

Requirements

  • Typeform account with a client intake form created
  • Google Workspace account with Drive, Docs, and Gmail access
  • Slack workspace with appropriate channels created
  • OpenAI API key with credits for content generation
  • n8n instance (self-hosted or cloud) version 1.0+

How to customize the workflow

  • Folder Structure: Modify the subfolder nodes to match your agency's project organization needs
  • Intake Fields: Update the Slack message blocks and AI prompt to match your specific Typeform fields
  • Research Brief Template: Customize the OpenAI prompt to generate briefs aligned with your agency's format
  • Approval Logic: Add additional approval stages or skip approval for certain client types
  • Welcome Email: Personalize the email template with your branding, links, and next steps
  • Notification Channels: Route different types of notifications to specific Slack channels based on client tier or project type

Automate Marketing Agency Client Onboarding: Typeform to Google Drive & OpenAI Research

This n8n workflow streamlines the client onboarding process for marketing agencies by automating data collection, document generation, and client research. It integrates Typeform for initial client data, Google Drive for document management, and OpenAI for generating client-specific insights.

What it does

This workflow automates the following steps:

  1. Triggers on new Typeform submissions: Listens for new form submissions, likely from a client onboarding questionnaire.
  2. Conditional Processing: Evaluates the Typeform submission data to determine the next steps.
  3. Notifies via Slack: Sends a notification to a Slack channel, potentially alerting the team about a new client or specific action required.
  4. Creates Google Drive Folder: Automatically creates a dedicated folder in Google Drive for the new client to store all relevant documents.
  5. Generates Google Docs: Creates a new Google Doc, potentially a client brief or proposal, based on the Typeform data.
  6. Performs OpenAI Research: Utilizes OpenAI to conduct research or generate content related to the client's industry, needs, or other relevant information from the Typeform submission.
  7. Sends Email Notification: Notifies relevant stakeholders (e.g., sales, account manager, client) via Gmail about the onboarding progress or generated documents.

Prerequisites/Requirements

To use this workflow, you will need:

  • n8n Instance: A running n8n instance.
  • Typeform Account: With an active form configured for client onboarding.
  • Slack Account: To receive notifications.
  • Google Drive Account: For document storage and management.
  • Google Docs Account: For generating client documents.
  • Gmail Account: For sending email notifications.
  • OpenAI API Key: For utilizing OpenAI's research and content generation capabilities.

Setup/Usage

  1. Import the workflow: Download the provided JSON and import it into your n8n instance.
  2. Configure Credentials:
    • Set up your Typeform credential to connect to your Typeform account.
    • Set up your Slack credential to connect to your Slack workspace.
    • Set up your Google Drive credential (OAuth 2.0) to connect to your Google Drive account.
    • Set up your Google Docs credential (OAuth 2.0) to connect to your Google Docs account.
    • Set up your Gmail credential (OAuth 2.0) to connect to your Gmail account.
    • Set up your OpenAI credential with your API Key.
  3. Configure Typeform Trigger: Select the specific Typeform you want to use for client onboarding.
  4. Configure If Node: Adjust the conditions in the "If" node (ID: 20) to match your specific business logic for processing Typeform submissions.
  5. Configure Slack Node: Specify the Slack channel and message content for notifications.
  6. Configure Google Drive Node: Define the folder structure and naming conventions for new client folders.
  7. Configure Google Docs Node: Customize the Google Doc template and how data from Typeform will be inserted.
  8. Configure OpenAI Node: Define the prompts and parameters for the AI research based on your client onboarding needs.
  9. Configure Gmail Node: Customize the recipient, subject, and body of the email notifications.
  10. Activate the workflow: Once all configurations are complete, activate the workflow to start automating your client onboarding.

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