AI client onboarding agent: Auto welcome email generator

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.

---

🟢 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.

---