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AI Client Onboarding Agent for Gohighlevel: Tasks, Email, Drive and Slack with Claude

by Akshay ChugUpdated Aug 2026
RequiresAnthropicGoogle DriveGoogle DriveGmailGmailGoogle CalendarGoogle CalendarSlackGoogle SheetsGoogle Sheets
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WeReceive GHL Won DealReceive GHL Won…CoConfigure SettingsConfigure Setti…CLGenerate Onboarding PlanGenerate Onboar…Claude SonnetCoParse Onboarding PlanParse Onboardin…HRCreate Task in GHLCreate Task in …CoCollect All TasksCollect All Tas…Create Client FolderCreate Client F…Send Welcome EmailSend Welcome Em…Schedule Kickoff CallSchedule Kickof…Notify Team - New ClientNotify Team - N…HRTag Contact - Onboarding StartedTag Contact - O…Log Onboarding123456789101112
1/5
STEPS · 12
Starts on an incoming request

On a webhook, drafts onboarding with Anthropic Claude, creates Google Drive files, schedules a Google Calendar event, logs to Sheets, and notifies via Gmail and Slack.

Tags

webhookcomplexAnthropicGoogle DriveCRMAI Chatbot
Connects
AnthropicgoogledriveGoogle DrivegmailGmailgooglecalendarGoogle CalendarSlacksheetsGoogle Sheets
CategoryAI Agents & Chatbots
Triggerwebhook
Complexitycomplex
Nodes13
AddedJun 14, 2026