New Client Onboarding Pipeline for n8n | Accounting
Winning the client is the easy part. The first two weeks are where it gets messy. Industry surveys show 92% of accounting firms invested in new technology in the past year — yet onboarding a new client is still stitched together by hand: the welcome email, the document checklist, the shared folder, the "who's doing what" chase. New Client Onboarding Pipeline makes that first impression run itself, the same way every time.It's three n8n workflows on one Google Sheet. Add a client once and the system builds their checklist, sends the welcome, creates their Google Drive folder, tracks progress, and tells you when they're fully onboarded.What's inside 3 ready-to-import n8n workflows: Onboarding Kickoff — expands a client-type template (individual / company / non-profit) into a task checklist, sends the welcome email, creates the client's Google Drive folder, notifies the assigned team member, and marks the client active. It only runs for genuinely new clients, so it never double-onboards. Progress Tracker — daily, it finds tasks coming due, nudges the responsible team member, and sends the client a polite follow-up where appropriate (business-day aware). Completion & Handoff — when every task is done, it emails the client a completion note and sends your team an internal summary, including how long onboarding took. A Google Sheets template spec — Clients and Onboarding Tasks tabs, headers, and sample rows. Editable client-type templates — individual, company, and non-profit task sets you can reshape without touching the workflow logic. A step-by-step setup guide — live in about 30–45 minutes, no coding. An optional AI personalization mode — off by default; add your own OpenAI key to reword the welcome per client. Works fully (and free) without it. Your licence file. Built to pair with Client Document Chaser. This pipeline writes each client's clientId and driveFolderId into the shared Clients tab — the exact fields the Document Chaser watches. Run both and onboarding builds the folder while the Chaser guards the documents. (Each product also works on its own.)How it works Import the three workflow files into your own n8n. Copy the sheet template — Clients + Onboarding Tasks. Connect Google once (Sheets, Gmail, Drive) — one credential, reused. Fill one Configuration box per workflow: firm name, Sheet ID, assignees, signature. Adjust the task templates to match how your firm actually onboards. Add a client, run Kickoff, test with your own email, then flip the workflows Active. Requirements An n8n instance — n8n Cloud or self-hosted. Verified to import on n8n 2.28. A Google account — spreadsheet, Gmail (welcome + follow-ups), Google Drive (folder creation). About 30–45 minutes to set up. No extra subscriptions, no hidden costs — runs on free Google usage. Optional: an OpenAI API key (only if you enable AI personalization). FAQDo I need to know how to code? No. You edit a settings box and, if you want, the task-template lists (plain rows with comments). No scripting.n8n Cloud or self-hosted? Either works. One-click Google sign-in on Cloud; a one-time OAuth setup is documented for self-hosting.Is AI required? No. The welcome and follow-up emails use professional built-in templates. AI is an optional reword step you enable with your own OpenAI key.Will it onboard the same client twice? No. Kickoff only processes clients that are new and un-started, then marks them active; completion only fires once, when every task is done.Do I have to buy the Document Chaser too? No — this product is fully standalone. The shared Clients tab just means the two snap together if you own both.Refunds? Refunds follow Gumroad's standard buyer policy.Licence: for use inside your own firm, including client work. Customize freely. No resale, redistribution, sublicensing, or republishing of the files or templates. One purchase = your firm.Flowcask is an independent creator. This product is not affiliated with, endorsed by, or sponsored by n8n, Google, or OpenAI. Those names are used only to indicate compatibility.
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