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Client Intake & Booking Agent

Takes requests from a form, lets you approve, emails the client the payment step, then sends the booking link once paid.

How it runs

Form request → You approve → Payment email → Booking link → Status sheet

What's in the download

  • AOC-Client-Intake-Booking-Agent.zip
  • workflow.json – import into n8n
  • sheet-template.xlsx – tabs: Consultancy
  • SETUP-GUIDE.md – step-by-step setup

You need

  • Google Form
  • Google Sheets
  • SMTP email account
  • Booking link (e.g. Calendly)
  • n8n (Cloud or self-hosted, version 1.x or later)