HumationHuman + Automation
Back to Catalog

Automate GoHighLevel client onboarding with Google Drive, Gmail, Calendar & Slack

Rahul JoshiRahul Joshi
519 views
2/3/2026
n8n
Official Page

Description

Automate your GoHighLevel (GHL) client onboarding process from the moment a deal is marked as “Won.” This workflow seamlessly generates client folders in Google Drive, duplicates contract and kickoff templates, schedules kickoff calls, sends branded welcome emails, creates onboarding tasks in GHL, and notifies your team in Slack. 🚀📂📧📅💬

What This Template Does

  • Triggers automatically when an opportunity is marked as Won in GHL 🏆
  • Validates and formats client data to ensure clean records 🔍
  • Creates structured client folders in Google Drive 📂
  • Copies contract & kickoff deck templates with client-specific naming 📝
  • Sends personalized welcome email via Gmail ✉️
  • Schedules kickoff call in Google Calendar 📅
  • Creates onboarding tasks in GHL for account managers ✅
  • Sends Slack notifications to keep your team informed instantly 💬
  • Catches errors and sends alerts to a Slack error channel 🚨

Key Benefits

  • Saves 30–45 minutes per onboarding ⏱️
  • Eliminates manual data entry and human errors 🧹
  • Guarantees consistent client experience across all deals 🤝
  • Automates document creation & sharing 📄
  • Ensures team visibility and faster response times 📲
  • Built-in validation and error handling for reliability 🔐

Features

  • Webhook-based trigger from GoHighLevel ⚡
  • Automatic client data formatting and validation 🛠️
  • Google Drive folder & document automation with templates 📂
  • Personalized Gmail welcome email with branding ✉️
  • Automated kickoff call scheduling in Google Calendar 📅
  • Task creation in GHL for seamless follow-up 📌
  • Slack notifications for both success and error handling 💬
  • Error channel with detailed failure reports 🚨

Requirements

  • n8n instance (cloud or self-hosted)
  • GoHighLevel account with API access 🔑
  • Google Workspace (Drive, Gmail, Calendar) 📊
  • Slack workspace with Bot Token & channel access 💬
  • Pre-created contract and kickoff deck templates in Google Drive 📄

Target Audience

  • Agencies & consultants using GoHighLevel for client management 🏢
  • Sales teams wanting instant onboarding after a deal closes 💰
  • Operations teams seeking consistent and repeatable onboarding flows ⚙️
  • Account managers who need structured onboarding tasks ✅
  • Businesses scaling client onboarding and reducing manual workload 🚀

Step-by-Step Setup Instructions

  • Configure GHL webhook → Trigger on “Opportunity Status Changed = Won.”
  • Connect your GHL API credentials (OAuth2 or API key).
  • Add Google Drive OAuth2 credentials → Set parent folder ID & template IDs.
  • Configure Gmail OAuth2 → Replace hardcoded email with client email variable.
  • Connect Google Calendar → Select the calendar for kickoff calls.
  • Connect Slack API → Choose channels for onboarding updates and errors.
  • Update template IDs for contract and kickoff deck in the workflow.
  • Import workflow into n8n, map credentials, and test once.
  • Enable workflow → onboarding is now fully automated. ✅

Automate GoHighLevel Client Onboarding with Google Drive, Gmail, Calendar, and Slack

This n8n workflow streamlines the client onboarding process for GoHighLevel, integrating various Google services and Slack to ensure new clients are set up efficiently and team members are informed. It automates the creation of client-specific resources, scheduling of introductory meetings, and internal communication.

What it does

This workflow automates the following steps:

  1. Receives a Trigger: The workflow is initiated by an external system via a Webhook, likely when a new client is added or an onboarding process begins in GoHighLevel or another CRM.
  2. Conditional Logic: It evaluates incoming data to determine if the client onboarding process should proceed. This allows for filtering or specific handling based on client details.
  3. Creates Google Drive Folder: If the conditions are met, a new folder is created in Google Drive for the client, ensuring all client-related documents have a dedicated storage location.
  4. Sends Welcome Email: A personalized welcome email is sent to the new client via Gmail, providing initial information and next steps.
  5. Schedules Onboarding Meeting: An onboarding meeting is scheduled in Google Calendar, inviting the client and relevant team members.
  6. Notifies Team on Slack: A notification is posted to a designated Slack channel, informing the team about the new client and the initiation of their onboarding process.
  7. Updates GoHighLevel: The client's record in GoHighLevel is updated, likely marking the onboarding as started or adding relevant notes.
  8. Executes Custom Code: A custom JavaScript code snippet is executed, which can be used for advanced data manipulation, logging, or integration with other internal tools.

Prerequisites/Requirements

To use this workflow, you will need:

  • n8n Instance: A running n8n instance.
  • GoHighLevel Account: With appropriate API access.
  • Google Drive Account: Configured with n8n credentials for folder creation.
  • Gmail Account: Configured with n8n credentials for sending emails.
  • Google Calendar Account: Configured with n8n credentials for scheduling events.
  • Slack Account: With a workspace and channel configured for notifications, and n8n credentials for posting messages.
  • Webhook Source: An external system or application that can send HTTP POST requests to the n8n Webhook URL to trigger the workflow.

Setup/Usage

  1. Import the Workflow: Download the JSON content and import it into your n8n instance.
  2. Configure Credentials:
    • Set up your Google Drive OAuth2 credentials.
    • Set up your Gmail OAuth2 credentials.
    • Set up your Google Calendar OAuth2 credentials.
    • Set up your Slack API Token credentials.
    • Set up your GoHighLevel API Key credentials.
  3. Configure Webhook:
    • Activate the Webhook node and copy its URL.
    • Configure your external system (e.g., GoHighLevel, CRM) to send a POST request to this URL whenever a new client onboarding event occurs. The payload should contain relevant client information (e.g., client name, email, desired meeting time).
  4. Customize Nodes:
    • If: Adjust the conditions in the If node to match your specific onboarding criteria.
    • Google Drive: Configure the folder name and parent folder ID for client folders.
    • Gmail: Customize the welcome email subject, body, and recipient mapping.
    • Google Calendar: Set up event details like title, description, attendees, and duration.
    • Slack: Customize the message content and target channel for team notifications.
    • HighLevel: Configure the action to update client records with relevant onboarding status or details.
    • Code: Modify the JavaScript code in the Code node for any custom logic or data transformations required for your specific use case.
  5. Activate the Workflow: Once configured, activate the workflow in n8n.

Now, whenever your external system triggers the Webhook with new client data, the workflow will automatically execute the defined onboarding steps.

Related Templates

Automate interior design lead qualification with AI & human approval to Notion

Overview This automated workflow intelligently qualifies interior design leads, generates personalized client emails, and manages follow-up through a human-approval process. Built with n8n, Claude AI, Telegram approval, and Notion database integration. ⚠️ Hosting Options This template works with both n8n Cloud and self-hosted instances. Most nodes are native to n8n, making it cloud-compatible out of the box. What This Template Does Automated Lead Management Pipeline: Captures client intake form submissions from website or n8n forms AI-powered classification into HOT/WARM/COLD categories based on budget, project scope, and commitment indicators Generates personalized outreach emails tailored to each lead type Human approval workflow via Telegram for quality control Email revision capability for rejected drafts Automated client email delivery via Gmail Centralized lead tracking in Notion database Key Features ✅ Intelligent Lead Scoring: Analyzes 12+ data points including budget (AED), space count, project type, timeline, and style preferences ✅ Personalized Communication: AI-generated emails reference specific client details, demonstrating genuine understanding ✅ Quality Control: Human-in-the-loop approval via Telegram prevents errors before client contact ✅ Smart Routing: Different workflows for qualified leads (meeting invitations) vs. unqualified leads (respectful alternatives) ✅ Revision Loop: Rejected emails automatically route to revision agent for improvements ✅ Database Integration: All leads stored in Notion for pipeline tracking and analytics Use Cases Interior design firms managing high-volume lead intake Architecture practices with complex qualification criteria Home renovation companies prioritizing project value Any service business requiring budget-based lead scoring Sales teams needing approval workflows before client contact Prerequisites Required Accounts & API Keys: Anthropic Claude API - For AI classification and email generation Telegram Bot Token - For approval notifications Gmail Account - For sending client emails (or any SMTP provider) Notion Account - For lead database storage n8n Account - Cloud or self-hosted instance Technical Requirements: Basic understanding of n8n workflows Ability to create Telegram bots via BotFather Gmail app password or OAuth setup Notion database with appropriate properties Setup Instructions Step 1: Clone and Import Template Copy this template to your n8n instance (cloud or self-hosted) All nodes will appear as inactive - this is normal Step 2: Configure Form Trigger Open the Client Intake Form Trigger node Choose your trigger type: For n8n forms: Configure form fields matching the template structure For webhook: Copy webhook URL and integrate with your website form Required form fields: First Name, Second Name, Email, Contact Number Project Address, Project Type, Spaces Included Budget Range, Completion Date, Style Preferences Involvement Level, Previous Experience, Inspiration Links Step 3: Set Up Claude AI Credentials Obtain API key from https://console.anthropic.com In n8n: Create new credential → Anthropic → Paste API key Apply credential to these nodes: AI Lead Scoring Engine Personalized Client Outreach Email Generator Email Revision Agent Step 4: Configure Telegram Approval Bot Create bot via Telegram's @BotFather Copy bot token Get your Telegram Chat ID (use @userinfobot) In n8n: Create Telegram credential with bot token Configure Human-in-the-Loop Email Approval node: Add your Chat ID Customize approval message format if desired Step 5: Set Up Gmail Sending Enable 2-factor authentication on Gmail account Generate app password: Google Account → Security → App Passwords In n8n: Create Gmail credential using app password Configure Client Email Delivery node with sender details Step 6: Connect Notion Database Create Notion integration at https://www.notion.so/my-integrations Copy integration token Create database with these properties: Client Name (Title), Email (Email), Contact Number (Phone) Project Address (Text), Project Type (Multi-select) Spaces Included (Text), Budget (Select), Timeline (Date) Classification (Select: HOT/WARM/COLD), Confidence (Select) Estimated Value (Number), Status (Select) Share database with your integration In n8n: Add Notion credential → Paste token Configure Notion Lead Database Manager with database ID Step 7: Customize Classification Rules (Optional) Open AI Lead Scoring Engine node Review classification criteria in the prompt: HOT: 500k+ AED, full renovations, 2+ spaces WARM: 100k+ AED, 2+ spaces COLD: <100k AED OR single space Adjust thresholds to match your business requirements Modify currency if not using AED Step 8: Personalize Email Templates Open Personalized Client Outreach Email Generator node Customize: Company name and branding Signature placeholders ([Your Name], [Title], etc.) Tone and style preferences Alternative designer recommendations for COLD leads Step 9: Test the Workflow Activate the workflow Submit a test form with sample data Monitor each node execution in n8n Check Telegram for approval message Verify email delivery and Notion database entry Step 10: Set Up Error Handling (Recommended) Add error workflow trigger Configure notifications for failed executions Set up retry logic for API failures Workflow Node Breakdown Client Intake Form Trigger Captures lead data from website forms or n8n native forms with all project details. AI Lead Scoring Engine Analyzes intake data using structured logic: budget validation, space counting, and multi-factor evaluation. Returns HOT/WARM/COLD classification with confidence scores. Lead Classification Router Routes leads into three priority workflows based on AI classification, optimizing resource allocation. Sales Team Email Notifier Sends instant alerts to sales representatives with complete lead details and AI reasoning for internal tracking. Personalized Client Outreach Email Generator AI-powered composer creating tailored responses demonstrating genuine understanding of client vision, adapted by lead type. Latest Email Version Controller Captures most recent email output ensuring only final approved version proceeds to delivery. Human-in-the-Loop Email Approval Telegram-based review checkpoint sending generated emails to team member for quality control before client delivery. Approval Decision Router Evaluates reviewer's response, routing approved emails to client delivery or rejected emails to revision agent. Email Revision Agent AI-powered editor refining rejected emails based on feedback while maintaining personalization and brand voice. Client Email Delivery Sends final approved personalized emails demonstrating understanding of project vision with clear next steps. Notion Lead Database Manager Records all potential clients with complete intake data, classification results, and tracking information for pipeline management. Customization Tips Adjust Classification Thresholds: Modify budget ranges and space requirements in the AI Lead Scoring Engine prompt to match your market and service level. Multi-Language Support: Update all AI agent prompts with instructions for your target language. Claude supports 100+ languages. Additional Routing: Add branches for special cases like urgent projects, VIP clients, or specific geographic regions. CRM Integration: Replace Notion with HubSpot, Salesforce, or Airtable using respective n8n nodes. SMS Notifications: Add Twilio node for immediate HOT lead alerts to mobile devices. Troubleshooting Issue: Telegram approval not received Verify bot token is correct Confirm chat ID matches your Telegram account Check bot is not blocked Issue: Claude API errors Verify API key validity and credits Check prompt length isn't exceeding token limits Review rate limits on your Anthropic plan Issue: Gmail not sending Confirm app password (not regular password) is used Check "Less secure app access" if using older method Verify daily sending limits not exceeded Issue: Notion database not updating Confirm integration has access to database Verify property names match exactly (case-sensitive) Check property types align with data being sent Template Metrics Execution Time: ~30-45 seconds per lead (including AI processing) API Calls: 2-3 Claude requests per lead (classification + email generation, +1 if revision) Cost Estimate: ~$0.05-0.15 per lead processed (based on Claude API pricing) Support & Community n8n Community Forum: https://community.n8n.io Template Issues: Report bugs or suggest improvements via n8n template feedback Claude Documentation: https://docs.anthropic.com Notion API Docs: https://developers.notion.com License This template is provided as-is under MIT license. Modify and adapt freely for your business needs. --- Version: 1.0 Last Updated: October 2025 Compatibility: n8n v1.0+ (Cloud & Self-Hosted), Claude API v2024-10+

Jameson KanakulyaBy Jameson Kanakulya
201

Automated UGC video generator with Gemini images and SORA 2

This workflow automates the creation of user-generated-content-style product videos by combining Gemini's image generation with OpenAI's SORA 2 video generation. It accepts webhook requests with product descriptions, generates images and videos, stores them in Google Drive, and logs all outputs to Google Sheets for easy tracking. Main Use Cases Automate product video creation for e-commerce catalogs and social media. Generate UGC-style content at scale without manual design work. Create engaging video content from simple text prompts for marketing campaigns. Build a centralized library of product videos with automated tracking and storage. How it works The workflow operates as a webhook-triggered process, organized into these stages: Webhook Trigger & Input Accepts POST requests to the /create-ugc-video endpoint. Required payload includes: product prompt, video prompt, Gemini API key, and OpenAI API key. Image Generation (Gemini) Sends the product prompt to Google's Gemini 2.5 Flash Image model. Generates a product image based on the description provided. Data Extraction Code node extracts the base64 image data from Gemini's response. Preserves all prompts and API keys for subsequent steps. Video Generation (SORA 2) Sends the video prompt to OpenAI's SORA 2 API. Initiates video generation with specifications: 720x1280 resolution, 8 seconds duration. Returns a video generation job ID for polling. Video Status Polling Continuously checks video generation status via OpenAI API. If status is "completed": proceeds to download. If status is still processing: waits 1 minute and retries (polling loop). Video Download & Storage Downloads the completed video file from OpenAI. Uploads the MP4 file to Google Drive (root folder). Generates a shareable Google Drive link. Logging to Google Sheets Records all generation details in a tracking spreadsheet: Product description Video URL (Google Drive link) Generation status Timestamp Summary Flow: Webhook Request → Generate Product Image (Gemini) → Extract Image Data → Generate Video (SORA 2) → Poll Status → If Complete: Download Video → Upload to Google Drive → Log to Google Sheets → Return Response If Not Complete: Wait 1 Minute → Poll Status Again Benefits: Fully automated video creation pipeline from text to finished product. Scalable solution for generating multiple product videos on demand. Combines cutting-edge AI models (Gemini + SORA 2) for high-quality output. Centralized storage in Google Drive with automatic logging in Google Sheets. Flexible webhook interface allows integration with any application or service. Retry mechanism ensures videos are captured even with longer processing times. --- Created by Daniel Shashko

Daniel ShashkoBy Daniel Shashko
1166

Track personal finances in Google Sheets with AI agent via Slack

Who's it for This workflow is perfect for individuals who want to maintain detailed financial records without the overhead of complex budgeting apps. If you prefer natural language over data entry forms and want an AI assistant to handle the bookkeeping, this template is for you. It's especially useful for: People who want to track cash and online transactions separately Anyone who lends money to friends/family and needs debt tracking Users comfortable with Slack as their primary interface Those who prefer conversational interactions over manual spreadsheet updates What it does This AI-powered finance tracker transforms your Slack workspace into a personal finance command center. Simply mention your bot with transactions in plain English (e.g., "₹500 cash food, borrowed ₹1000 from John"), and the AI agent will: Parse transactions using natural language understanding via Google Gemini Calculate balance changes for cash and online accounts Show a preview of changes before saving anything Update Google Sheets only after you approve Track debts (who owes you, who you owe, repayments) Send daily reminders at 11 PM with current balances and active debts The workflow maintains conversational context using PostgreSQL memory, so you can say things like "yesterday's transactions" or "that payment to Sarah" and it understands the context. How it works Scheduled Daily Check-in (11 PM) Fetches current balances from Google Sheets Retrieves all active debts Formats and sends a Slack message with balance summary Prompts you to share the day's transactions AI Agent Transaction Processing When you mention the bot in Slack: Phase 1: Parse & Analyze Extracts amount, payment type (cash/online), category (food, travel, etc.) Identifies transaction type (expense, income, borrowed, lent, repaid) Stores conversation context in PostgreSQL memory Phase 2: Calculate & Preview Reads current balances from Google Sheets Calculates new balances based on transactions Shows formatted preview with projected changes Waits for your approval ("yes"/"no") Phase 3: Update Database (only after approval) Logs transactions with unique IDs and timestamps Updates debt records with person names and status Recalculates and stores new balances Handles debt lifecycle (Active → Settled) Phase 4: Confirmation Sends success message with updated balances Shows active debts summary Includes logging timestamp Requirements Essential Services: n8n instance (self-hosted or cloud) Slack workspace with admin access Google account Google Gemini API key PostgreSQL database Recommended: Claude AI model (mentioned in workflow notes as better alternative to Gemini) How to set up Google Sheets Setup Create a new Google Sheet with three tabs named exactly: Balances Tab: | Date | CashBalance | OnlineBalance | Total_Balance | |------|--------------|----------------|---------------| Transactions Tab: | TransactionID | Date | Time | Amount | PaymentType | Category | TransactionType | PersonName | Description | Added_At | |----------------|------|------|--------|--------------|----------|------------------|-------------|-------------|----------| Debts Tab: | PersonName | Amount | Type | Datecreated | Status | Notes | |-------------|--------|------|--------------|--------|-------| Add header rows and one initial balance row in the Balances tab with today's date and starting amounts. Slack App Setup Go to api.slack.com/apps and create a new app Under OAuth & Permissions, add these Bot Token Scopes: app_mentions:read chat:write channels:read Install the app to your workspace Copy the Bot User OAuth Token Create a dedicated channel (e.g., personal-finance-tracker) Invite your bot to the channel Google Gemini API Visit ai.google.dev Create an API key Save it for n8n credentials setup PostgreSQL Database Set up a PostgreSQL database (you can use Supabase free tier): Create a new project Note down connection details (host, port, database name, user, password) The workflow will auto-create the required table n8n Workflow Configuration Import the workflow and configure: A. Credentials Google Sheets OAuth2: Connect your Google account Slack API: Add your Bot User OAuth Token Google Gemini API: Add your API key PostgreSQL: Add database connection details B. Update Node Parameters All Google Sheets nodes: Select your finance spreadsheet Slack nodes: Select your finance channel Schedule Trigger: Adjust time if you prefer a different check-in hour (default: 11 PM) Postgres Chat Memory: Change sessionKey to something unique (e.g., financetrackeryour_name) Keep tableName as n8nchathistory_finance or rename consistently C. Slack Trigger Setup Activate the "Bot Mention trigger" node Copy the webhook URL from n8n In Slack App settings, go to Event Subscriptions Enable events and paste the webhook URL Subscribe to bot event: app_mention Save changes Test the Workflow Activate both workflow branches (scheduled and agent) In your Slack channel, mention the bot: @YourBot ₹100 cash snacks Bot should respond with a preview Reply "yes" to approve Verify Google Sheets are updated How to customize Change Transaction Categories Edit the AI Agent's system message to add/remove categories. Current categories: travel, food, entertainment, utilities, shopping, health, education, other Modify Daily Check-in Time Change the Schedule Trigger's triggerAtHour value (0-23 in 24-hour format). Add Currency Support Replace ₹ with your currency symbol in: Format Daily Message code node AI Agent system prompt examples Switch AI Models The workflow uses Google Gemini, but notes recommend Claude. To switch: Replace "Google Gemini Chat Model" node Add Claude credentials Connect to AI Agent node Customize Debt Types Modify AI Agent's system prompt to change debt handling logic: Currently: IOwe and TheyOwe_Me You can add more types or change naming Add More Payment Methods Current: cash, online To add more (e.g., credit card): Update AI Agent prompt Modify Balances sheet structure Update balance calculation logic Change Approval Keywords Edit AI Agent's Phase 2 approval logic to recognize different approval phrases. Add Spending Analytics Extend the daily check-in to calculate: Weekly/monthly spending summaries Category-wise breakdowns Use additional Code nodes to process transaction history Important Notes ⚠️ Never trigger with normal messages - Only use app mentions (@botname) to avoid infinite loops where the bot replies to its own messages. 💡 Context Awareness - The bot remembers conversation history, so you can reference "yesterday", "last week", or previous transactions naturally. 🔒 Data Privacy - All your financial data stays in your Google Sheets and PostgreSQL database. The AI only processes transaction text temporarily. 📊 Backup Regularly - Export your Google Sheets periodically as backup. --- Pro Tips: Start with small test transactions to ensure everything works Use consistent person names for debt tracking The bot understands various formats: "₹500 cash food" = "paid 500 rupees in cash for food" You can batch transactions in one message: "₹100 travel, ₹200 food, ₹50 snacks"

Habeeb MohammedBy Habeeb Mohammed
448