automation-intake-router

An n8n workflow that handles client intake end-to-end from a single form submission — no manual steps.

When a prospect fills out the intake form, the workflow saves their details to Google Sheets, sends them a confirmation email with a summary of what they submitted, and sends the agency an internal notification with the full enquiry. All three happen in sequence, automatically.

---

What it does

1. Form trigger — n8n's native form collects Name, Email, Business Type, and a description of what the client wants automated
2. Google Sheets — appends a new row with the submission data and a timestamp
3. Client confirmation — sends a personalised HTML email to the client summarising their submission
4. Agency notification — sends an internal HTML email to the agency with the full enquiry details

---

Stack

• n8n (self-hosted)
• Google Sheets (via OAuth2)
• Gmail (via OAuth2)

---

Setup

Prerequisites

• A self-hosted n8n instance
• A Google account with access to Google Sheets and Gmail
• OAuth2 credentials configured in n8n for both Google Sheets and Gmail

Steps

1. Import workflow.json into your n8n instance via Workflows → Import from file
2. Connect your Google Sheets OAuth2 credential to the Append row in sheet node
3. Connect your Gmail OAuth2 credential to both email nodes (Send a message and Send a message1)
4. In the Send a message1 node, replace your-email@example.com with the agency's actual notification email
5. Point the Google Sheets node at your own spreadsheet — update the document URL in the node settings
6. Set up the spreadsheet with these column headers in row 1: Name, Email, Business Type, What You Want Automated, Submitted At
7. Activate the workflow — n8n will generate a live form URL

---

Notes

• The workflow runs sequentially: Sheets append → client email → agency email. If the Sheets step fails, the emails will not send.
• Credentials are not included in the exported JSON. You will need to reconnect them after import — this is expected behaviour for n8n credential exports.
• The internal notification email pulls data from the Sheets node output, so the agency always receives exactly what was saved to the spreadsheet.

---

Status

Working. Built and tested locally on a self-hosted n8n instance.