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Google Slides + Gmail proposals, approved in Sheets
Draft proposals in Google Slides, track and approve in Google Sheets, then send a polished…
Client Onboarding & Offboarding Workflows
Browse 125 Client Onboarding & Offboarding automation workflows
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Google Drive + Google Sheets: clone folders fast
Clone a full Google Drive folder template into new client spaces, then log a clean…
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Slack + Airtable: consistent tenant risk scoring
Score tenant risk consistently and route the right alerts in Slack while logging every decision…
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OpenAI + Gmail proposals, polished PDFs sent fast
Turn client intake into a polished PDF proposal with OpenAI and Gmail. No rewriting or…
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CustomJS + Email: NDAs sent as filled Word files
Collect NDA details via a simple form, generate a filled Word Docx with CustomJS, then…
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CustomJS + Email: filled PDFs from form submissions
Turn web form submissions into filled PDF documents with CustomJS, then send them by Email…
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Action Network + Claude: clean CRM updates on demand
Let Claude handle Action Network CRM tasks like tagging, updates, and list pulls. Fewer messy…
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OpenAI + Slack, polished applicant outreach at scale
Turn applicant profiles into program matches, formal letters, and ready emails with OpenAI, plus clear…
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Gmail + Calendly: turn support chats into actions
Turn support chats into real actions with Gmail and Calendly. Send follow ups, book calls,…
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JotForm + WhatsApp: book consults via Google Calendar
New JotForm leads are logged in Google Sheets and welcomed on WhatsApp. Google Calendar confirms…
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