Turn a client intake form into a Claude-written welcome email, with an email duplicate check and a Monday.com record
A consultant describes an n8n practice project that checks intake submissions for duplicate email addresses, asks Claude to draft a welcome email, notifies Teams and adds the client to Monday.com.
Evidence: The author reports this. We have not checked it beyond reading the source.
The business problem
Turn intake answers into a welcome message and client record without duplicates.
What was tried
Collect requirements, pain points and goals in a form. Map the answers and check whether the email address already exists. Send duplicate alerts to Teams; otherwise prompt Claude with the intake information to draft a summary and ask for meeting times. Send the email, notify Teams and create a Monday.com item.
What was reported (not reported)
The author built this as a portfolio exercise. Client results, time savings and reliability measurements are not reported.
Limitations
This is a learning project, not a reported client deployment. The post does not identify the form service, duplicate-check datastore, email provider or Claude model. It describes sending the email without specifying a human approval step.
What you need
n8n, Claude, Teams, Monday.com, an intake form and email delivery.
Sources
- u/Reasonable_Pea7603 on r/AiAutomations ↗ Community discussion, publication date unknown
Source published: unknown. Last reviewed here: October 22, 2026. Spot a mistake? Tell us.
Tools in this workflow
- Claude: Drafts the onboarding emailTry Claude
- n8n: Routes intake, duplicate checks and notificationsTry n8n
- Microsoft Teams: Receives duplicate and onboarding alertsTry Microsoft Teams
- Monday.com: Stores the new client itemTry Monday.com
Get new workflows like this by email
A short selection of the most useful new workflows, including the ones that did not work. Free, and you can unsubscribe at any time.
Related workflows
Test a Claude-written sales page headline against your own (copywriter reports a win, and a loss on subject lines)
A freelance-copywriting newsletter author gave Claude Opus 4.6 basic context about his offer, put its headline up against his own on his sales page, and reports about 50% more conversions. He says AI lost to him on email subject lines.
Ship two paid Mac utilities in 23 days with Claude writing the Swift code, then test which free launch channels sell
A solo developer built a notch app and a developer disk cleaner, with Claude writing most of the second app's Swift, and logged where 69 orders and about $530 gross came from. Threads beat X, paid launch sites sold nothing.
Watch competitor pricing pages with Gemini extraction, a Sheets history and threshold-based Slack alerts
A Reddit builder links an n8n price-monitoring template that renders competitor pages with Decodo, extracts plans with Gemini and uses code to compare changes against stored history before alerting Slack.
Stage AI social posts behind Telegram approval in n8n, and check the missing callback and publishing wiring
An n8n builder shares a blog-to-social drafting workflow with Telegram approval. The repository exposes the generation and branching steps, but its JSON returns approval status rather than actually publishing posts.