Resources Template
TemplateClient onboarding workflow
n8n workflow: form in, folder created, welcome email out, task list assigned. 4 nodes.
What it does
What you get.
Four nodes, because onboarding does not need more. A form submission creates the folder, sends the welcome email, and assigns the first task list.
It is short on purpose. Add to it after you have run it on real clients.
What's inside
Everything in the file.
Nothing here is held back for a paid tier. The community adds the walkthrough, not extra parts.
- Form trigger
- Drive folder creation from a template
- Welcome email with the folder link
- Task list assigned to whoever owns the account
How to use it
In order.
Read all of them first. The order matters more than any single step.
- Import the JSON into your n8n instance.
- Reconnect the four credentials.
- Run it once on a fake client.
- Change the email copy before it touches a real one.
Next
Build it with other founders.
The community opens soon. Weekly builds, the full library, and answers when this file does not match your business.