Step 2: Connect the Uploaded File Parser

This step extracts the proposal text and maps it into a clean field for the AI task generator.

1. Add Parse Uploaded File and set Operation to pdf.
2. Set Binary Property Name to Proposal_Scope_Document.
3. Add Map Proposal Text and create a field named projectInformation with value {{ $json.text }}.
4. Connect Form Submission Trigger → Parse Uploaded File → Map Proposal Text.

Step 3: Connect Google Drive

Create a dedicated client folder in Drive and store the ID for later use in messaging and tasking.

1. Add Generate Client Drive Folder and set Resource to folder.
2. Set Name to {{ $('Form Submission Trigger').item.json['Company Name'] }} ~ Client Folder .
3. Select the destination Folder using your Drive location (e.g., Onboardings).
4. Credential Required: Connect your googleDriveOAuth2Api credentials to Generate Client Drive Folder.
5. Add Store Drive Folder ID and set DriveFolderId to {{ $json.id }}.
6. Connect Map Proposal Text → Generate Client Drive Folder → Store Drive Folder ID.

Step 4: Set Up ClickUp Structure

Create a ClickUp folder, list, and tasks to organize onboarding work items.

1. Add Create ClickUp Folder with Resource set to folder and Name set to {{ $('Form Submission Trigger').item.json['Company Name'] }}~Client Folder.
2. Set Team to [YOUR_ID] and Space to [YOUR_ID].
3. Credential Required: Connect your clickUpOAuth2Api credentials to Create ClickUp Folder.
4. Add Create ClickUp List with Name set to {{ $('Form Submission Trigger').item.json['Company Name'] }} Onboarding and Folder set to {{ $json.id }}.
5. Credential Required: Connect your clickUpOAuth2Api credentials to Create ClickUp List.
6. Add Create ClickUp Task and set List to {{ $('Create ClickUp List').item.json.id }}, Name to {{ $json.title }}, and Folder to {{ $('Create ClickUp Folder').item.json.id }}.
7. In Additional Fields, set Content to {{ $json.description }}, Due Date to {{ $json.due_date }}, Priority to 3, and Assignees to [YOUR_ID].
8. Credential Required: Connect your clickUpOAuth2Api credentials to Create ClickUp Task.
9. Connect Store Drive Folder ID → Create ClickUp Folder → Create ClickUp List.

Step 5: Set Up Draft Onboarding Tasks (AI)

Generate a structured task list from the proposal using the AI agent and parse it into individual tasks.

1. Add Draft Onboarding Tasks and set Text to {{ $('Map Proposal Text').item.json.projectInformation }}.
2. Ensure Has Output Parser is enabled and that Structured Result Parser is attached as the output parser.
3. Connect OpenAI Chat Engine as the language model for Draft Onboarding Tasks and select model gpt-4.1-mini.
4. Credential Required: Connect your openAiApi credentials to OpenAI Chat Engine. (The Structured Result Parser uses the parent node’s credentials.)
5. Add Split Tasks List and set Field To Split Out to output.tasks.
6. Add Iterate Task Batches after the split to batch the task creation flow.
7. Connect Create ClickUp List → Draft Onboarding Tasks → Split Tasks List → Iterate Task Batches.

⚠️ Common Pitfall: If the AI output doesn’t match the schema in Structured Result Parser, task splitting will fail. Keep the schema example aligned with your expected task fields.

Step 6: Configure Slack and Email Outputs

Create the client Slack channel, post a welcome message, and send a confirmation email with onboarding details.

1. Add Create Slack Channel and set Channel ID to {{ $('Form Submission Trigger').item.json['Company Name'].replace(/\s+/g, '_').toLowerCase() + '_channel' }} with Channel Visibility set to public.
2. Credential Required: Connect your Slack OAuth2 credentials to Create Slack Channel.
3. Add Post Slack Welcome and set Text to the provided onboarding message, using {{ $('Form Submission Trigger').item.json.Name }} for personalization.
4. Credential Required: Connect your Slack OAuth2 credentials to Post Slack Welcome.
5. Add Dispatch Welcome Email with Send To set to {{ $('Form Submission Trigger').item.json.Email }} and Subject set to Welcome to (YOUR COMPANY NAME) {{ $('Form Submission Trigger').item.json.Name }}-Your Onboarding is Complete!.
6. In Message, keep the Drive link using {{ $('Generate Client Drive Folder').item.json.id }} to render the client’s folder URL.
7. Credential Required: Connect your gmailOAuth2 credentials to Dispatch Welcome Email.
8. Connect Iterate Task Batches → Create Slack Channel → Post Slack Welcome → Dispatch Welcome Email.

Iterate Task Batches outputs to both Create Slack Channel and Create ClickUp Task in parallel.

⚠️ Common Pitfall: The Slack nodes have no credentials configured in the workflow. Make sure you add Slack OAuth2 credentials before testing.

Step 7: Test and Activate Your Workflow

Run a full test submission to validate each integration and ensure the onboarding experience is complete.

1. Click Execute Workflow and submit the Form Submission Trigger form with a sample PDF proposal.
2. Confirm a new Drive folder is created in Generate Client Drive Folder and the ID is stored in Store Drive Folder ID.
3. Verify ClickUp receives the folder, list, and tasks generated by Create ClickUp Folder, Create ClickUp List, and Create ClickUp Task.
4. Check Slack for the new channel and the message posted by Post Slack Welcome.
5. Confirm the client receives the email from Dispatch Welcome Email with the correct Drive link.
6. When successful, toggle the workflow to Active to enable production onboarding.