Create client onboarding packets with GPT-4.1-mini and Gmail drafts

How it works - Receives client intake data via a POST webhook from any form tool (Typeform, Tally, your website, etc.) - Normalises and validates all incoming fields into a clean structured object - Sends the intake data to GPT-4.1-mini which generates a full onboarding packet — project brief, success metrics, kickoff checklist, first-week plan, and clarifying questions - Parses the AI output and formats it into a Gmail-ready HTML email - Saves a pre-written kickoff email as a Gmail draft addressed to your client, ready for your review - Returns the complete packet as a JSON response to the webhook caller

Set up steps - Connect your OpenAI credential to the OpenAI node (GPT-4.1-mini or higher recommended) - Connect your Gmail OAuth2 credential to the Gmail node - Activate the workflow and copy the generated webhook URL - Point your intake form to the webhook URL using a POST request - Map your form fields to: clientname, clientemail, company, website, service, goal, targetaudience, deadline, budget, notes, sendername - Submit a test entry to confirm the Gmail draft is created correctly