Create a POWERFUL Client Onboarding AI Agent: NO CODE with n8n!
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In this video, we’ll show you how to build a Client Onboarding AI Agent using n8n, with no coding required! If you're tired of the manual client onboarding process, this n8n AI tutorial will guide you through automating the entire onboarding automation in under 20 minutes. We’ll create a seamless workflow that includes client information collection via a form, task creation in ClickUp, folder setup in Google Drive, a dedicated Notion page for documentation and sending a personalized welcome email to clients, all while notifying your team via Slack. Whether you’re enhancing your client onboarding system or tailoring it to your needs, this is for you!
⏰ Timestamps:
0:00 - Create a POWERFUL Client Onboarding AI Agent: NO CODE with n8n!
0:38 - Overview of the Workflow
1:28 - How to Connect ClickUp
2:02 - How to Connect Notion
2:54 - How to Connect Slack
5:16 - How to Connect Google Drive & Gmail (Self-hosted n8n)
6:55 - On Form Submission
7:35 - Create Task in ClickUp
9:37 - Create and Share Google Drive Folder
11:52 - Create Notion Page
13:56 - Generate Email with AI & Send via Gmail
16:18 - Notify Team via Slack
📖 Read the tutorial here:
https://blog.horizon.dev/client-onboa...
📚 Useful Resources:
https://www.notion.so/profile/integra...
https://api.slack.com/apps
https://console.cloud.google.com
https://drive.google.com/drive/folders
💡Exclusive Deals & Freebies:
• Start Your N8N Automation Journey 👉 https://n8n.partnerlinks.io/Horizon-Dev
• Get ElevenLabs (Voice AI) 👉 https://try.elevenlabs.io/oi4rxp6p1mk8
🌐 Connect With Me:
• LinkedIn 👉 / automationsexpert
• Book a FREE 15-minute strategy call 👉 https://horizon.dev/free-call
📩 For Business Inquiries:
• Visit us 👉 https://horizon.dev
🚀 Need a N8N Developer? Click here👇
https://horizon.dev/no-code
🙏 Thanks for watching!
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Austin @ Horizon Dev
Watch video Create a POWERFUL Client Onboarding AI Agent: NO CODE with n8n! online without registration, duration hours minute second in high quality. This video was added by user Austin Reed | Horizon Dev 14 April 2025, don't forget to share it with your friends and acquaintances, it has been viewed on our site 138 once and liked it 6 people.