Run GoHighLevel client onboarding with Claude, Gmail and Google Drive

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1. Workflow Overview

Quick overview This workflow starts when a GoHighLevel opportunity is marked Won, uses Anthropic Claude to generate a tailored welcome email and 6 task onboarding plan,creates tasks in GoHighLevel,...

Best for

CRM automation workflows
AI Chatbot automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.webhook, n8n-nodes-base.code, @n8n/n8n-nodes-langchain.chainllm, @n8n/n8n-nodes-langchain.lmchatanthropic, n8n-nodes-base.httprequest, n8n-nodes-base.googledrive, n8n-nodes-base.gmail

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Akshay Chug.

Original n8n.io source

1.1 Workflow description

Title: Run GoHighLevel client onboarding with Claude, Gmail and Google Drive
Workflow name: Run GoHighLevel client onboarding with Claude, Gmail and Google Drive

Quick overview

This workflow starts when a GoHighLevel opportunity is marked Won, uses Anthropic Claude to generate a tailored welcome email and 6-task onboarding plan,creates tasks in GoHighLevel,then creates a Google Drive folder,sends the email via Gmail,schedules a kickoff in Google Calendar,posts a Slack alert, and logs details to Google Sheets.

How it works

Receives a webhook from GoHighLevel when an opportunity stage changes to Won.
Extracts contact and deal details from the webhook payload, loads your onboarding configuration, and calculates a kickoff time two business days out.
Sends the client context to Anthropic Claude to generate a JSON response containing a welcome email, an internal client summary, and six onboarding tasks with due-day offsets.
Parses Claude’s JSON and creates the six tasks in GoHighLevel via the LeadConnector API for the associated contact, then compiles a brief task summary.
Creates a client folder in Google Drive, emails the client the Claude-written welcome message via Gmail including the Drive folder link, and schedules a kickoff event in Google Calendar.
Posts an onboarding notification to a Slack channel, tags the GoHighLevel contact via the LeadConnector API, and appends the onboarding record (including drive link, kickoff date, and task count) to Google Sheets.

Setup

Create a GoHighLevel webhook for “Opportunity Stage Changed,” activate this workflow, and paste the n8n webhook URL into GoHighLevel.
Add an Anthropic credential for the Claude Sonnet model and adjust the prompt to match your service offerings and task expectations.
Connect Google credentials for Google Drive, Gmail, Google Calendar (and select your calendar ID), and Google Sheets (and set the document ID and sheet name for logging).
Add a Slack credential and set the target channel ID, or disable the Slack step if you don’t want notifications.
In the configuration code step, fill in your GoHighLevel (LeadConnector) API key, location ID, account manager details, Drive parent folder ID, booking link, and logging sheet identifiers.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 2 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 3 - Sticky Note2

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 4 - Sticky Note3

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 5 - Sticky Note4

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 6 - Sticky Note5

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 7 - Receive GHL Won Deal

Type / Role: n8n-nodes-base.webhook - webhook
Config choices: Version 2

Block 8 - Configure Settings

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 9 - Generate Onboarding Plan

Type / Role: @n8n/n8n-nodes-langchain.chainLlm - chainLlm
Config choices: Version 1.4

Block 10 - Claude Sonnet

Type / Role: @n8n/n8n-nodes-langchain.lmChatAnthropic - lmChatAnthropic
Config choices: Version 1.3

Block 11 - Parse Onboarding Plan

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 12 - Create Task in GHL

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 13 - Collect All Tasks

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 14 - Create Client Folder

Type / Role: n8n-nodes-base.googleDrive - googleDrive
Config choices: Version 3

Block 15 - Send Welcome Email

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.1

Block 16 - Schedule Kickoff Call

Type / Role: n8n-nodes-base.googleCalendar - googleCalendar
Config choices: Version 1.3

Block 17 - Notify Team - New Client

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.2

Block 18 - Tag Contact - Onboarding Started

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 19 - Log Onboarding

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.5

3. Summary Table

Workflow	Run GoHighLevel client onboarding with Claude, Gmail and Google Drive
Complexity	advanced
Nodes	19
Categories	CRM, AI Chatbot
Author	Akshay Chug
Published	03 Jun 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/16090/16090.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows AI Chatbot workflows

Frequently asked questions

What does Run GoHighLevel client onboarding with Claude, Gmail and Google Drive do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM, AI Chatbot use case.

Akshay Chug

14 workflows

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.webhook n8n-nodes-base.code @n8n/n8n-nodes-langchain.chainllm @n8n/n8n-nodes-langchain.lmchatanthropic n8n-nodes-base.httprequest n8n-nodes-base.googledrive n8n-nodes-base.gmail

Complexity

advanced

Published 03 Jun 2026

Likes 0

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Install path: /data/workflows/16090/16090.json

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Run GoHighLevel client onboarding with Claude, Gmail and Google Drive

Workflow preview

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Quick overview

How it works

Setup

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Sticky Note

Block 2 - Sticky Note1

Block 3 - Sticky Note2

Block 4 - Sticky Note3

Block 5 - Sticky Note4

Block 6 - Sticky Note5

Block 7 - Receive GHL Won Deal

Block 8 - Configure Settings

Block 9 - Generate Onboarding Plan

Block 10 - Claude Sonnet

Block 11 - Parse Onboarding Plan

Block 12 - Create Task in GHL

Block 13 - Collect All Tasks

Block 14 - Create Client Folder

Block 15 - Send Welcome Email

Block 16 - Schedule Kickoff Call

Block 17 - Notify Team - New Client

Block 18 - Tag Contact - Onboarding Started

Block 19 - Log Onboarding

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions