End-to-end client onboarding from one form

A client fills a form — the scenario creates folders, writes project-scoped tasks with AI, and sends a welcome email.

  • Creates the client's workspace
  • AI writes project-scoped tasks
  • Folders in storage and your task tool
  • A welcome email to the client
n8n Form
Set it up for yourselfScriptera

How it works

To pass leads from smscRu to ClickUp automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Receive Onboarding Form
  2. Then: Extract PDF Content
  3. Then: Set Project Information
  4. Then: Create Google Drive Folder
  5. Then: Set Drive Folder ID
  6. Then: Create ClickUp Folder
  7. Then: Create ClickUp List
  8. Then: Generate Onboarding Tasks
  9. Then: Split Tasks Array
  10. Check: Loop Through Tasks
  11. Then: Send Welcome Email
  12. Then: Create ClickUp Task
  13. Then: OpenAI Chat Model
  14. Then: Parse Task JSON Output

You can launch this smscRu + ClickUp integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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