Client Onboarding Automation

“Triggers when a client fills out your onboarding form, sends the info to ChatGPT, generate a document of marketing strategies, and finally create a marketing deck you can share with your clients immediately.”

created by Harsha Tambareni

How Zapier works (57 sec)

How Zapier works (57 sec)

Try this Zap FREE for 14 days

Trusted at companies large and small

This Zap works in 6 steps …

3 minutes to set up
Get back 1.2 hrs /week
5 people use this zap

This Zap uses the following 4 apps

Google Forms
Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!
ChatGPT
ChatGPT is an AI tool built by OpenAI that enables conversational automation. A more powerful OpenAI integration is available here: https://zapier.com/apps/openai/integrations
Google Docs
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Google Slides
Google Slides allows you to create, edit, and share presentations with anyone, online, for free.

More ways to use these popular apps!

Check out all the other ways you can connect Google Forms and ChatGPT.