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Typeform to Google Docs, contracts sent as PDFs
Turn Typeform submissions into filled Google Docs contracts, exported as PDFs and sent by Gmail.…
Client Onboarding & Offboarding Workflows
Browse 59 Client Onboarding & Offboarding automation workflows
n8n
Telegram + OpenAI: smarter bot menus that scale
Build Telegram bot menus that do not break as options grow. Add OpenAI replies and…
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Google Sheets to Gmail, instant welcome emails
New Google Sheets entries trigger a personalized Gmail welcome email. Stay consistent, avoid missed clients,…
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Notion + Gmail: client onboarding with confirmed consent
New client intakes create a Notion record and send a Gmail welcome email with double…
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Telegram + Gmail: AI replies that keep leads warm
New Gmail messages trigger Telegram alerts and AI acknowledgments. Filter newsletters and no-reply senders. Reply…
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Jotform + Slack: urgent patient intakes flagged fast
Route Jotform patient intakes to Slack with urgency scoring and clear briefs. Cut retyping and…
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Zoom to Airtable, session notes logged from Gmail
Zoom Meeting Assets emails in Gmail turn into client recaps and Airtable session logs. No…
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Google Sheets to Gmail, fast lead replies + Telegram
New leads in Google Sheets trigger a ready Gmail reply and a Telegram alert to…
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Gmail + Google Drive, onboarding packs sent and filed
Create a full new hire document pack with Gmail and Google Drive. Send consistent PDFs,…
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Typeform to Gmail, polished onboarding emails sent
Typeform submissions log to Google Sheets and trigger a branded Gmail welcome email. Fewer bounces,…
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