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ID: client-onboarding-workflow
Operations

Client Onboarding Workflow

A complete client intake automation that triggers from a form submission or webhook. It creates client records in Google Sheets, sends a branded welcome email via Gmail, creates task lists for the team, and sends a notification to Telegram so nothing falls through the cracks during onboarding.

Architecture Spec / Tags

n8nFormsGmailGoogle Sheets

Execution Results

Takes a new client from signup to fully onboarded with zero manual steps.