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Keep Airtable and Mailchimp lists clean and in sync
New Airtable contacts land in Mailchimp with the right tags and fields. No copy paste,…
Client Onboarding & Offboarding Workflows
Browse 100 Client Onboarding & Offboarding automation workflows
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LinkedIn + NocoDB: comment leads logged, no repeats
Turn LinkedIn trigger word comments into tracked leads in NocoDB. Send the right DM or…
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ChatGPT + Gmail: label, reply, and triage by request
Use ChatGPT to manage Gmail with simple commands. Send replies, label threads, and mark read…
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Google Sheets + Airtable: leads logged, emails sent
Send new leads to Google Sheets and Airtable, then reply with Gmail automatically. Keep records…
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Airtable to telli, calls scheduled for every new lead
New Airtable leads get added to telli and queued for AI calls automatically. No copy…
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telli to Airtable, post-call CRM updates done
telli call outcomes update Airtable automatically after each call. Keep CRM records accurate, highlight missed…
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Airtable + Notion: client onboarding on autopilot
Send leads, bookings, and payments into Airtable and Notion automatically. Keep statuses aligned, reminders sent,…
n8n
Airtable + Slack: recurring tasks assigned for you
Turn Airtable schedules into fresh tasks with the right owner, then post clear assignment notices…
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Typeform + Google Sheets: event follow-ups handled
Typeform signups land in Google Sheets with confirmation and follow-up emails ready. Track who paid…
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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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