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.
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.
Labels
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.
emails the welcome pack with the trainer CC’d, then updates the sheet so it cannot resend
every client automatically got a welcome pack plus 30-day and 7-day reminders with no manual sending
They built two n8n workflows around a Google Sheet.
The post says it works well, but gives no hard metrics and the author still thinks parts could be structured more cleanly.
The “Material” label failed its quality check and is not used for selection.
Details
- Agents
- n8n
- Source
- Source date
- Nov 1, 2025
- Accounts
- 1
- In registry since
- Oct 12, 2026