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Google Sheets to Google Drive, proposals ready fast
Turn booked rows in Google Sheets into polished collateral in Google Drive, then get a…
Client Onboarding & Offboarding Workflows
Browse 421 Client Onboarding & Offboarding automation workflows
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Google Sheets + Gmail: job post expiry reminders
Track job post expiry from Google Sheets and send Gmail nudges when listings go stale.…
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Google Sheets + Trello, onboarding done right
New clients go from Google Sheets to Trello with Slack updates built in. Fewer typos,…
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HubSpot + Slack: deals assigned fast and fairly
Route unowned HubSpot deals by region and company size, then alert your team in Slack.…
n8n
Jotform to Google Sheets, admissions decisions logged
Route Jotform applications into Google Sheets with consistent scoring and decision tracking. Send the right…
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WhatsApp + Gmail: consistent replies, less inbox chaos
Send consistent WhatsApp replies using OpenAI, with Gmail alerts for every handled chat. Cut repeat…
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Jotform to Google Sheets, onboarding stays on track
Turn each Jotform new hire form into a clear onboarding plan and a Google Sheets…
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Webflow to Pipedrive, clean leads without duplicates
Webflow form leads go into Pipedrive as clean contacts, companies, and deals. Prevent duplicates and…
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HubSpot + Slack: never miss a new website lead
Send website form leads into HubSpot and alert Slack instantly. Less manual entry, fewer duplicates,…
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Vapi + Cal.com: calls turn into booked appointments
Vapi captures caller intent and books directly in Cal.com. Cut missed calls and double booking.…
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