Create consulting client onboarding tasks with GPT-4o-mini, Google Sheets and Slack

Name: Create consulting client onboarding tasks with GPT-4o-mini, Google Sheets and Slack
Availability: InStock
Author: Hyrum Hurst

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Who this workflow is for

Consulting firms in strategy, management, or IT who want to automate client onboarding and internal task assignment.

What this workflow does

Automatically creates onboarding tasks and checklists using AI, routes them to the right consultant, logs client info in Google Sheets, and sends client welcome emails. Internal teams get Slack notifications, and kickoff meetings can be scheduled automatically.

How the workflow works

New client intake triggers workflow
AI generates onboarding checklist
Tasks routed based on project type
Client info logged in Google Sheets
Slack notifications sent to consultants
Optional PDF of onboarding sent to client
Email confirmation delivered to client
Optional CRM integration

Setup Instructions

Connect Webhook/Form for intake
Connect Google Sheets
Connect OpenAI
Connect Slack and email
Configure optional CRM integration

Author: Hyrum Hurst, AI Automation Engineer
Company: QuarterSmart
Contact: [email protected]

Hyrum Hurst

0 workflows

Nodes

set gmail telegram agent google-gemini

Complexity

advanced

Published 16 Jan 2026

Likes 0

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