Streamline client onboarding with PDF, Trello, Slack, Gmail & Airtable

Automated Client Onboarding Workflow

This n8n workflow automates the end-to-end client onboarding process: capturing client details, validating emails, assigning tiers, generating welcome packs, creating tasks, notifying teams, archiving records, and sending weekly reports.

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Who’s It For - B2B SaaS companies onboarding new customers - Agencies handling structured client setups - Sales & customer success teams needing automation - Consulting firms aiming for error-free onboarding

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⚙️ How It Works 1. Capture client details through a Webhook (connected to forms). 2. Validate client’s email using Verifi Email. 3. Log onboarding data into Google Sheets. 4. Assign tier logic (Basic/Pro/Enterprise) via Function node. 5. Create a Trello task card with onboarding steps. 6. Generate a personalized Welcome Pack PDF with client details. 7. Send Slack notification to internal team with client details. 8. Download and attach PDF, then send personalized welcome email to the client. 9. Archive structured onboarding data in Airtable. 10. Weekly scheduled report: - Collects Airtable onboarding data - Processes weekly stats (plans, tiers, counts) - Sends onboarding summary via email to the manager

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🛠️ How to Set Up 1. Webhook Setup POST → https://[your-n8n-url]/webhook/client-onboarding 2. Install & configure credentials: - Verifi Email key - Google Sheets OAuth2 - Airtable OAuth2 - Gmail OAuth2 - Slack OAuth2 - Trello API 3. Optional: Customize the Welcome PDF template (HTML/CSS). 4. Edit tier assignment logic inside the Assign Tier Logic node. 5. Modify Slack & email templates to match your branding. 6. Adjust schedule for weekly reports (default: Monday 9 AM IST). 7. Test with sample payload: json { "name": "Jane Doe", "email": "jane@acme.com", "company": "Acme Corp", "plan": "Pro" }