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Google Sheets + Gmail: job post expiry reminders
Track job post expiry from Google Sheets and send Gmail nudges when listings go stale.…
Client Onboarding & Offboarding Workflows
Browse 588 Client Onboarding & Offboarding automation workflows
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Google Sheets + Trello, onboarding done right
New clients go from Google Sheets to Trello with Slack updates built in. Fewer typos,…
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HubSpot + Slack: deals assigned fast and fairly
Route unowned HubSpot deals by region and company size, then alert your team in Slack.…
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GoToWebinar + Google Sheets: webinar details ready
Create, refine, and pull final GoToWebinar details into Google Sheets. Keep links, IDs, and descriptions…
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Jotform to Google Sheets, admissions decisions logged
Route Jotform applications into Google Sheets with consistent scoring and decision tracking. Send the right…
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PDF.co + Google Drive: filled W-9s done for you
Fill W-9 and vendor PDFs with PDF.co, then save to Google Drive automatically. Fewer typos,…
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WhatsApp + Gmail: consistent replies, less inbox chaos
Send consistent WhatsApp replies using OpenAI, with Gmail alerts for every handled chat. Cut repeat…
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Google Sheets to QuickBooks, invoices sent on time
Send customer details from Google Sheets into QuickBooks Online to create customers, draft invoices, and…
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Jotform to Google Sheets, onboarding stays on track
Turn each Jotform new hire form into a clear onboarding plan and a Google Sheets…
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Google Sheets + Gmail for vendor risk tiering
Vendor risk tiering logs to Google Sheets and sends Gmail alerts for high risk or…
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