How to Create an AI Onboarding Agent using n8n (No code)

Описание: Learn how to create an AI Onboarding Agent that automates client setup, task creation, communication, and data management — all without writing a single line of code. In this step-by-step tutorial, I’ll show you how to connect n8n, ClickUp, Slack, and Notion to streamline your client onboarding process efficiently.

You’ll learn how to:

**Automatically create client folders and tasks in ClickUp for smooth project onboarding.
**Send instant Slack messages to notify your team and clients.

**Store all client information and onboarding data in Notion for easy tracking.
**Use n8n as the automation hub to connect all tools and trigger workflows.
Whether you’re a Project Manager, Freelancer, or Agency Owner, this setup saves hours of manual work and ensures a consistent, professional onboarding experience for every new client.

🧰 Tools & Platforms Used

n8n – Automation Platform
ClickUp – Project & Task Management
Slack – Team Communication
Notion – Client Database

📩 Get the Free Resources
Want to replicate this setup?

Comment below to receive the free JSON workflow and detailed PDF guide (all step-by-step instructions — no cost at all).
Book a free call at https://cal.com/rita-sharma-x7d3b4/30min to integrate this system into your existing setup.
Drop me an email at [[email protected]] for questions or guidance.