Automate client onboarding and schedule PDFs
An n8n workflow triggered from a Google Sheet generates a PDF training schedule, emails it to the client with reminders, and cleans up the temp file.
Done withn8n
- What they did
- They built two n8n workflows around a Google Sheet. One triggers when a new booking is marked for onboarding, pulls that client’s upcoming sessions, creates a temporary Google Doc, turns it into a personalized PDF, emails the welcome pack with the trainer CC’d, then updates the sheet so it cannot resend; a second 8am workflow checks for sessions 30 or 7 days out and repeats the PDF-and-email process for reminders.
- How it went
- The result was that every client automatically got a welcome pack plus 30-day and 7-day reminders with no manual sending. The post says it works well, but gives no hard metrics and the author still thinks parts could be structured more cleanly.
- Worth knowing
- The main catch is the temporary-file PDF pipeline: it creates a Google Doc, converts it, attaches it, and deletes it afterward so Drive does not fill up.
Try it yourself with n8n
Build an n8n workflow that triggers when a new row is added to my Google Sheet [sheet name] with client name, email, and [program details]. Generate a PDF training schedule from a template, email it to the client with a short welcome message, schedule reminder emails on [days], and delete the temporary PDF afterward. Test it with a dummy row sent to my own email before enabling it for real clients.
Want help getting this working? Join the Vibe Coding Academy ↗ Run by Alex Finn, who also runs this site.
Source: Reddit · Nov 1, 2025
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