Skip to content
FlowHubFluxonLab
AI Analysis & Classificationfree

Automated Client Onboarding and Task Assignment System

by Hyrum HurstUpdated Aug 2026
RequiresOpenAIGoogle SheetsGoogle SheetsSlackEmail (SMTP)Email (SMTP)Google CalendarGoogle Calendar
Share Post Share
WeNew Client Intake FormNew Client Inta…SeWorkflow ConfigurationWorkflow Config…SeNormalize Client DataNormalize Clien…Generate Onboarding ChecklistGenerate Onboar…SwRoute by Project TypeRoute by Projec…Log to Google Sheets - StrategyLog to Google S…Log to Google Sheets - ManagementLog to Google S…Log to Google Sheets - ITLog to Google S…Notify Strategy ConsultantNotify Strategy…Notify Management ConsultantNotify Manageme…Notify IT ConsultantNotify IT Consu…ESSend Welcome EmailSend Welcome Em…Schedule Kickoff MeetingSchedule Kickof…HRSync to CRM123456789101112131415
1/5
STEPS · 15
Starts on an incoming request

On a webhook, classifies new client onboarding with OpenAI, then routes it into Google Sheets, Slack, email, and Google Calendar.

Tags

webhookcomplexOpenAIGoogle SheetsCRMAI Summarization
Connects
OpenAIsheetsGoogle SheetsSlackemailsmtpEmail (SMTP)googlecalendarGoogle Calendar
CategoryAI Analysis & Classification
Triggerwebhook
Complexitycomplex
Nodes14
AddedJun 14, 2026