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Google Sheets to Gmail, carrier PDFs sent clean
Turn Google Sheets rows into polished Google Docs PDFs and send them via Gmail to…
Client Onboarding & Offboarding Workflows
Browse 588 Client Onboarding & Offboarding automation workflows
n8n
Google Sheets + Gmail: event reminders sent once
Keep event registrations clean in Google Sheets and send confirmations and reminders via Gmail. Block…
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Baserow + Google Sheets: task lists ready to run
Create full Baserow task checklists from a template and log each run in Google Sheets.…
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Odoo to GitLab, exit day access locked automatically
Track contract end dates in Odoo, then block GitLab access and log results to Google…
n8n
Jotform + Gmail, faster loan decisions with less work
Turn Jotform loan applications into clear decisions and email responses in Gmail. Log every case…
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Xero to Gmail, welcome emails sent automatically
New Xero contacts trigger a branded welcome email sent via Gmail SMTP. Keep onboarding consistent,…
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Gmail + OpenAI: consistent emails without rewrites
Turn scattered notes into polished emails with OpenAI, then send via Gmail. Keep tone consistent…
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Google Sheets to SinergiaCRM, no duplicate signups
Send new Google Sheets registration rows into SinergiaCRM automatically. Prevent duplicates with NIF checks and…
n8n
Google Sheets to HubSpot, enriched leads without chaos
Turn Google Sheets leads into clean, enriched HubSpot contacts. Fix formatting, add role insights, reduce…
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Gmail + Ollama: ready to review reply drafts
Turn new Gmail messages into polished reply drafts using Ollama. Keep tone consistent and cut…
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