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Jotform to Google Docs, proposals sent via Gmail
Turn Jotform submissions into polished Google Docs proposals, exported as PDFs and sent via Gmail.…
Client Onboarding & Offboarding Workflows
Browse 295 Client Onboarding & Offboarding automation workflows
n8n
Google Sheets to Google Drive, deal folders ready
New deals in Google Sheets create a Google Drive folder and link automatically. Keep docs…
n8n
Google Calendar + Sheets, dental bookings logged
Turn dental appointment requests into booked Google Calendar visits and clean Google Sheets records. Fewer…
n8n
WhatsApp + Airtable: welcome every new member fast
Send a consistent WhatsApp welcome message to every new group member and log them in…
n8n
Google Cloud Console + Google Sheets, creds named fast
Create and name Google OAuth2 credentials in bulk from Google Cloud Console for Drive, Gmail,…
n8n
Baserow + Google Sheets: task lists ready to run
Create full Baserow task checklists from a template and log each run in Google Sheets.…
n8n
Xero to Gmail, welcome emails sent automatically
New Xero contacts trigger a branded welcome email sent via Gmail SMTP. Keep onboarding consistent,…
n8n
Gmail + Ollama: ready to review reply drafts
Turn new Gmail messages into polished reply drafts using Ollama. Keep tone consistent and cut…
n8n
ConnectWise to Microsoft Teams, clean ticket alerts
New ConnectWise Manage tickets post to Microsoft Teams with deduped, grouped summaries. Cut missed handoffs…
n8n
Upload-Post + Telegram, secure client social access
Send clients a branded magic link from Upload-Post in Telegram. No passwords, less back and…
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