Onboarding form
Collects the minimum context needed to personalise the first response.
automation lab / workflow 02
Client onboarding
A form-led n8n workflow that turns a new client’s context into two useful outputs: a warm first-touch email and a concise internal profile.
What this demonstrates
One intake, two parallel paths, and structured outputs that are ready for people to use.
The public page describes the workflow without publishing live destinations, credentials, identifiers, or personal sign-off details.
The project
This workflow is designed for the first few minutes after a prospect becomes a client. A short form captures their name, email, industry, and intended outcome. The workflow then turns that same context into a client-facing welcome message and an internal summary.
The two branches keep communication and record-keeping separate, while small parsing steps make each AI response predictable enough for downstream nodes.
Workflow anatomy
Two AI branches
Drafts a welcome email and creates a concise client profile in parallel.
Parse and route
Extracts clean fields, sends the email, and appends the summary to a sheet.