Client Onboarding Automation

“Seamlessly onboard new clients with this done-for-you workflow. Once a client submits your intake form, this automation will: Create a structured Google Drive folder for their project Add a calendar event for your onboarding call Automatically send them a welcome email with meeting details + resources ⏱️ Save hours per client and deliver a smooth, professional first impression — every single time. ⚙️ Tools used: Google Forms → Google Calendar → Google Drive → Gmail ”