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Google Sheets to Gmail, welcome emails sent for you
New clients in Google Sheets get a polished welcome email via Gmail. Keep replies consistent,…
Client Onboarding & Offboarding Workflows
Browse 59 Client Onboarding & Offboarding automation workflows
n8n
VerifiEmail + Gmail: bounce free resume follow ups
VerifiEmail checks candidate emails, then Gmail sends a polished resume card. Fewer bounces, cleaner follow…
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Google Sheets + Gmail: QR badges sent automatically
Generate branded QR badges and email them via Gmail, while Google Sheets logs every attendee.…
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Typeform to ClickUp, tasks created and routed
Turn Typeform requests into ClickUp tasks with smart routing. Notify your team in Microsoft Teams…
n8n
Google Drive + Slack: patient check in made smooth
Patient check in details verify, a QR card is created, saved in Google Drive, and…
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Gmail + Google Sheets for instant trial pass PDFs
Send branded trial pass PDFs via Gmail and log every signup in Google Sheets. Block…
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VerifiEmail + Gmail, admission letters sent correctly
VerifiEmail checks applicant emails, then Gmail sends a branded PDF admission letter. Cut bounce backs…
n8n
Google Drive + Gmail, pitch decks filed and confirmed
Route pitch deck submissions into Google Drive and send clean Gmail confirmations. Cut spam, keep…
n8n
Notion + Gmail: client check ins sent for you
Notion client dates trigger Gmail check ins at key milestones. Stay consistent without sticky notes.…
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Slack + Gmail: keep hiring status updates in one place
Send every candidate status change to Slack with a clear, consistent update. Cut follow ups…
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