Automate client onboarding and schedule PDFs
According to the write-up, they assembled 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. The result was that every client automatically got a welcome pack plus 30-day and 7-day reminders with no manual sending.
- Agent or tool
- n8n
- Topic
- Automation
- Reported on
- Added
- 2026-10-15
Why it matters
Automation used to mean wiring up rigid rules. Agents can handle the messy, in-between steps that rules miss, which makes many more workflows worth automating. It is one of 19 sightings filed under Automation on Agent Sightings (number 13 by interest), and one of 36 involving n8n.
How you could try it
Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into n8n or any similar agent and adjust the details to your situation.
Automation design: automate client onboarding and schedule PDFs. Specify triggers, steps, and failure modes before enabling sends or deletes.
Tip: Start small: run it once on a low-stakes example, read what the agent did, and only then let it run on real work.
Source
Read the original first-hand account on Reddit: https://www.reddit.com/r/n8n/comments/1rruer8/built_an_n8n_automation_that_hand…. Our summary is a paraphrase; details are in the source.