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Automate client onboarding with GPT-4, Google Drive, ClickUp & Slack

project-managementagency-opsclickupgoogle-driveslackopenaigmail•
OpenAI
Google Drive
ClickUp
Slack
Gmail

Client intake + proposal upload

Extract key details

ChatGPT

Generate onboarding task list

Google Drive

Create client folder

ClickUp

Create tasks

Slack

Notify team

Gmail

Send welcome email

Overview

This workflow accelerates client kickoff by turning intake inputs into a complete workspace: folders, tasks, and team notifications.

Product Specs

  • Processes an intake form and attached proposal
  • Extracts key details from the proposal
  • Uses GPT-4 to generate an onboarding task list
  • Creates client workspace across Google Drive, ClickUp, and Slack
  • Sends a welcome email

Pipeline Description

A form submission triggers the flow. The proposal is parsed and summarized; GPT-4 generates a structured task plan. The workflow creates folders in Drive, creates tasks in ClickUp, and notifies the team in Slack, alongside a welcome email to the client.