Client Kickoff Intake Form

Inside this workflow

Overview

**What it automates:** Client submits intake form → n8n extracts company name, contact, scope, budget, timeline, pain points → Notion project page created → Slack alert with full context. **Business outcome:** Stop manual intake data entry and CRM updates. Every client kickoff is structured the same way, every detail is captured, and your team knows instantly. **Apps & nodes:** Webhook (intake form), OpenAI (data parsing), Notion (project creation), Slack (alert) **Setup (4 steps):** 1. Point your intake form (Typeform, Jotform) to the webhook 2. Connect Notion and define project database 3. Add OpenAI API key 4. Connect Slack channel **Difficulty:** Beginner (10 min setup) | **Credentials:** Form platform, OpenAI, Notion, Slack

What's included

Quickstart

1. 01

   Download the JSON

   With an active Library Pass, download the workflow file right from this page or your dashboard.

2. 02

   Import into n8n

   Choose Import from File and select the downloaded JSON. The full agent graph appears, ready to configure.

3. 03

   Plug in credentials

   Each integration node prompts for credentials on first run. The setup guide lists every credential the agent expects.

4. 04

   Activate and test

   Run once with sample input, confirm the expected output, then flip the activate toggle.

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