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PDF Generator API + Gmail, certificates sent and verified
Create branded PDF certificates with PDF Generator API and send them via Gmail. Track unique…
Client Onboarding & Offboarding Workflows
Browse 458 Client Onboarding & Offboarding automation workflows
n8n
Google Drive + Google Docs: briefs to clear reports
Turn messy Google Drive client briefs into clear Google Docs summaries and a Google Sheets…
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Stripe to Google Sheets, sales logged and shared in Slack
Stripe payments log to Google Sheets and notify Slack automatically. Cleaner records, faster follow up,…
n8n
Notion + Vapi, calls and notes for every new lead
New leads in Notion trigger a Vapi call with a tailored opener. Get clean call…
n8n
Google Sheets + WhatsApp, verify leads before outreach
Google Sheets checks each WhatsApp number and labels it verified or unverified. Keep your lead…
n8n
SendPulse + OpenAI: smarter welcome email and SMS
SendPulse captures new leads and OpenAI drafts tailored welcome email or SMS. Less manual follow…
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Google Sheets to LEDGERS, clean contacts without rework
Messy Google Sheets rows become clean LEDGERS contacts. Skip manual cleanup, cut duplicates, and get…
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Google Drive PDFs to Azure OpenAI, instant answers
Turn Google Drive PDFs into reliable answers with Azure OpenAI. Keep replies consistent and sourced.…
n8n
Telegram to Slack reminders, never miss a task
Capture tasks in Telegram and get reminders in Slack or email. Keep follow ups consistent,…
n8n
HubSpot + Slack: qualify leads and route the best
Score and enrich inbound leads, then route them to HubSpot with Slack alerts. Keep your…
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