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Webform to Google Sheets, leads logged clean
Webform leads land in Google Sheets as clean, consistent rows. No copy paste errors or…
Client Onboarding & Offboarding Workflows
Browse 24 Client Onboarding & Offboarding automation workflows
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HubSpot + Telegram: onboarding that never slips
HubSpot creates contacts and updates stages as onboarding emails send, while Telegram keeps your team…
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Gmail + Ollama: ready to review reply drafts
Turn new Gmail messages into polished reply drafts using Ollama. Keep tone consistent and cut…
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WhatsApp + Google Sheets, smarter support triage
Route WhatsApp and email messages into Google Sheets with translated summaries and priority tags. Reply…
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Zoom to Airtable, attendees logged in your CRM
Log every Zoom attendee into Airtable automatically. Skip manual copy and messy notes. Keep your…
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Gmail to Google Sheets, job applicants logged clean
Job application emails in Gmail get sorted and key details captured into Google Sheets. No…
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Calendly to Google Sheets, bookings logged clean
New Calendly bookings land in Google Sheets as clean, consistent rows. No copy paste errors…
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Gmail + Slack: route tickets fast, fewer misses
Route Gmail and form tickets into Slack with smart triage and priority alerts. Cut missed…
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Gmail + OpenAI: draft replies, you approve and send
Gmail messages get summarized and drafted with OpenAI, then sent only after your approval. Faster…
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Google Sheets to Instantly, deduped leads every sync
Send new leads from Google Sheets into Instantly without duplicates. Keep a clear status so…
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