Slack Automated Client Onboarding
Automatically onboard new clients with personalized welcomes, organized resources, and internal team notifications, saving time and ensuring a seamless experience.
This workflow streamlines new client onboarding by pulling data from Google Sheets, sending a welcome email, creating and sharing a client folder in Google Drive, generating an onboarding checklist, and notifying your internal team in Slack.
Documentation
Onboarding clients shouldn’t be chaotic. This workflow eliminates the back-and-forth by turning a single Google Sheets row into a full onboarding process. The moment a new client entry is logged, the system automatically welcomes them, builds their project folder, shares access, creates a checklist of next steps, and alerts your team in Slack—all within minutes.
Think of it as your digital onboarding assistant: fast, accurate, and always consistent.