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Calendly + Google Calendar: tours booked, confirmed
Send a Calendly booking link as soon as a tour form comes in, then add…
Client Onboarding & Offboarding Workflows
Browse 321 Client Onboarding & Offboarding automation workflows
n8n
Telegram + BotFather: welcoming messages on autopilot
Send consistent Telegram welcome and goodbye posts using a bot from BotFather. Keep chats friendly…
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Airtable to telli, calls scheduled for every new lead
New Airtable leads get added to telli and queued for AI calls automatically. No copy…
n8n
Tally to Google Slides, proposals ready to send
Tally notes become a polished Google Slides proposal plus a Gmail draft. Keep every detail…
n8n
telli to Airtable, post-call CRM updates done
telli call outcomes update Airtable automatically after each call. Keep CRM records accurate, highlight missed…
n8n
GoHighLevel + Twilio: leads called, bookings logged
Twilio calls qualified leads from GoHighLevel and logs summaries, tags, and appointments back. Faster follow…
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WhatsApp + Google Sheets, first replies logged
Send personalized first WhatsApp replies to new leads and log outcomes in Google Sheets. Fewer…
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VerifiEmail + Gmail, admission letters sent correctly
VerifiEmail checks applicant emails, then Gmail sends a branded PDF admission letter. Cut bounce backs…
n8n
VAPI + Google Sheets: qualify leads with voice calls
VAPI calls new leads and logs answers into Google Sheets. Get consistent qualification fields for…
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Google Drive + Gmail, pitch decks filed and confirmed
Route pitch deck submissions into Google Drive and send clean Gmail confirmations. Cut spam, keep…
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