Client setup becomes inconsistent when every handoff is manual.
Teams lose time creating folders, sending repeated welcome messages, and remembering every setup step for each new client.
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Sample Project
Client Onboarding Automation
Automated handoff from payment confirmation to welcome email, folder setup, and internal task checklist.
Demo walkthrough available on request. Contact me
A payment-triggered onboarding system that prepares the workspace automatically.
Once payment is confirmed, the client receives the right email, folders are created, and your team gets a checklist with next actions.
Payment event, conditional routing, folder creation, and task generation.
The automation listens for paid invoices, maps client details, creates assets in Drive, and sends tasks into Notion, ClickUp, or Trello through n8n.
A cleaner first impression and fewer setup misses.
Each new client starts with a polished welcome flow and your internal process stays consistent.