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Asana + Slack: tasks logged right when work happens
Create consistent Asana tasks on demand and cut missed follow ups. Reduce Slack chasing with…
Client Onboarding & Offboarding Workflows
Browse 676 Client Onboarding & Offboarding automation workflows
n8n
Gumroad to Notion, hands off onboarding and testimonials
New Gumroad buyers log into Notion automatically, then get delivery and follow up emails. Stay…
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Google Sheets to Affinity CRM, cleaner org records
Send company details from Google Sheets into Affinity CRM consistently. Cut copy paste errors and…
n8n
Calendly + Google Sheets: clean HR access tracking
Route Calendly access requests into Google Sheets with Gmail approvals. Keep an audit trail, reduce…
n8n
GoHighLevel + Google Drive: onboarding runs itself
When a deal is Won in GoHighLevel, Google Drive creates folders and copies templates. Slack…
n8n
GitHub to Slack, smoother client setup handoffs
Package repeatable client setups and ship them via GitHub, with Slack alerts for failures. Fewer…
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Google Sheets to Agile CRM, leads added without errors
Send new leads from Google Sheets into Agile CRM as clean contacts. Cut copy paste…
n8n
Facebook Messenger + OpenAI: replies with safe handoff
Answer Facebook Messenger questions using OpenAI, then route sensitive chats to a human. Reduce repeat…
n8n
Salesforce + Slack, cleaner leads and faster follow ups
Capture chat leads into Salesforce, dedupe records, and alert Slack with a clear summary. Fewer…
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Typeform + Gmail: personalized replies for every lead
Typeform submissions trigger a tailored Gmail reply that references the lead website. Reply faster without…
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