Client onboarding from a single form: folder, contact, channel, tasks

From a client's form the scenario creates a storage folder and a contact, spins up a chat channel, sends a welcome email, and uses AI to break onboarding into tasks.

  • Every client resource is created from one form
  • AI breaks onboarding into tasks itself
  • The welcome email goes out automatically
  • One consistent onboarding template, nothing missed
n8n Form