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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…
Client Onboarding & Offboarding Workflows
Browse 676 Client Onboarding & Offboarding automation workflows
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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.…
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Telegram to Slack reminders, never miss a task
Capture tasks in Telegram and get reminders in Slack or email. Keep follow ups consistent,…
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Google Sheets + Gmail, leads get follow ups sent
New leads in Google Sheets get personalized emails sent via Gmail. Less drafting, faster replies,…
n8n
Google Calendar + Retell AI: fewer no-shows
Turn Google Calendar appointments into Retell AI reminder calls. Reduce no-shows without manual dialing. Clients…
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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Google Calendar + Gmail confirmations, fewer no-shows
Book appointments in Google Calendar and send Gmail confirmations automatically. Cut double bookings, keep everyone…
n8n
Google Sheets to Salesmate, cleaner company records
Send company details from Google Sheets into Salesmate with consistent fields. Reduce duplicates and messy…
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Jotform to Xero, invoices emailed via Gmail
Turn Jotform submissions into Xero invoices and send them via Gmail. Reduce billing mistakes and…
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Vero + Google Sheets: cleaner profiles, better segments
Send new contacts from Google Sheets into Vero with consistent fields. Reduce copy paste errors…
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