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Curated by Josh Kincaid · The Talking Hedge

Client Onboarding System | Josh Kincaid's AI Tool Hub

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Client Onboarding System

Name: Client Onboarding System
Brand: Josh Kincaid's AI Tool Hub
SKU: dbe86099-9dae-43d9-b0d2-dfae5bf9ef40
Price: 1300.00 USD
Availability: InStock

Professional Servicesintermediate

About

This system automates new client onboarding via a form-triggered workflow. It creates client folders in Google Drive, sets up project lists and tasks in ClickUp, and configures a dedicated Slack channel with personalized welcome messages. An AI agent parses proposal and scoping documents to extract actionable tasks with due dates. The integration leverages APIs for Google Drive, ClickUp, Slack, and Gmail.

What You Get

JSON workflow file — ready to import into n8n
Step-by-step setup instructions
IncludedPersonal setup call — I configure credentials and wire up your accounts so the workflow runs on day one

Integrations

Gmail / OutlookSlack / TeamsOpenAI / Anthropic

OperationsHuman ResourcesStrategy & ResearchIT & Engineering

$1300.00

Email address

Coupon or referral code

Secure CheckoutInstant DeliveryAll Sales Final

You'll bring your own API credentials (so the workflow runs under your accounts) — I'll walk you through wiring them up on our setup call, which is included with your purchase.

Frequently Asked Questions

What is n8n and do I need it?: n8n is a free, open-source workflow automation tool. You'll need a running n8n instance (self-hosted or n8n Cloud) to import and use this workflow.
How do I import the workflow?: After purchase, download the JSON file. In n8n, go to Workflows > Import from File and select it. We'll then jump on a call so I can wire your credentials and get it running — that's included with every purchase.
Is personalization really included?: Yes. Every purchase includes a 1-on-1 setup call where I configure the workflow for your specific accounts — credentials, API keys, authentication, and a full end-to-end test. You don't pay extra to get it running.
What if I want to customize the workflow beyond personalization?: Add-on developer time is $30/hr, billed in 15-minute increments. This covers custom triggers, new integrations, different logic, additional outputs, or anything beyond the premade workflow. We'll scope what you need on the setup call.
What if I get stuck?: Reply to your purchase email anytime — I read every message personally and will help you get unstuck. Setup help is always free.
Is there a refund policy?: All sales are final — no returns or refunds. But setup help is included with your purchase, so you'll never be stuck with a workflow you can't run.

Not sure where to start?

Schedule a free call and I'll help you identify the highest-impact automation opportunities for your business.

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