What this workflow does
When a client signs, this automation handles the entire onboarding process without any manual work. In under 10 seconds, the workflow:
- Creates a dedicated Google Drive folder for the client
- Personalizes and fills in the service agreement
- Opens a dedicated Slack channel for the project
- Sends a branded welcome email to the client
- Notifies the internal team
- Creates a task in Asana to kick off the project
Before this automation, the same process took between 1 and 2 hours every time a new client signed. Now it completes in under 10 seconds, with zero missed steps and zero manual input.
Watch the demo
Tools used
- n8n (workflow automation)
- Google Drive (folder creation)
- Google Docs (contract personalization)
- Slack (channel setup)
- Gmail (welcome email)
- Asana (task creation)
The result
A fully set up client in under 10 seconds. No copy-pasting, no forgotten steps, no context switching. The moment a contract is signed, everything is already in place.