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ClickUp + Slack: consistent tasks without the admin
Turn requests into consistent ClickUp tasks and keep the team aligned in Slack. Fewer missing…
Client Onboarding & Offboarding Workflows
Browse 676 Client Onboarding & Offboarding automation workflows
n8n
Gmail + OpenAI: draft replies, you approve and send
Gmail messages get summarized and drafted with OpenAI, then sent only after your approval. Faster…
n8n
Typeform + HubSpot: enriched leads, cleaner CRM
Typeform and Calendly leads arrive in HubSpot already enriched. Filter personal emails, add company context,…
n8n
Gmail + Airtable: approved lead replies, logged
Turn new leads into ready to approve Gmail drafts and log every send in Airtable.…
n8n
Chargebee + Google Sheets: clean customer setup
Create Chargebee customers from a Google Sheets intake list. Cut retyping, prevent duplicates, and start…
n8n
Google Drive to Google Sheets, chatbot leads captured
Turn Google Drive docs into accurate chatbot answers and log prospects in Google Sheets. Cut…
n8n
Notion + Microsoft Teams: project kickoff done right
Create new projects in Notion and spin up Microsoft Teams spaces from one intake form.…
n8n
Google Sheets + Slack: cleaner candidate scoring
Score new applicants from Google Sheets with Azure OpenAI and keep your candidate sheet updated.…
n8n
Notion + Typeform: clean onboarding, no duplicates
Typeform signups create or reuse the right Notion user and link the current semester. No…
n8n
Airtable to Email, invoices sent and marked Sent
Pull Ready invoices from Airtable, generate branded PDF files, email clients via SMTP, then mark…
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