Client Onboarding Automation
New client added to your spreadsheet? Everything else happens automatically.
The Problem
New client signs on. Now you need to create a Drive folder, copy a template email, find a meeting slot, update the tracker. 15 minutes of busywork, every single time — and you might forget a step.
The Solution
Add one row to your Clients sheet. The automation handles the rest: folder structure, welcome email, kickoff meeting, and tracker update. All in under 30 seconds.
The pipeline
Trigger — "New row in Clients sheet"
A new row is added to your master Clients Google Sheet with the client’s details
Create Drive Structure — "Organized folders, instantly"
A complete folder structure is created in Google Drive with project-specific subfolders
Send Welcome Email — "Personalized from your template"
A welcome email is automatically sent using your pre-written template, personalized with the client’s details
From: you@company.com
To: jane@acme.com
Subject: Welcome to the team — Next Steps for Web Redesign
Hi Jane,
We're excited to get started on your Web Redesign project. Here's what happens next:
- Review the project brief (linked in your Drive folder)
- Join the kickoff meeting (invite sent separately)
- Share any existing brand assets...
Schedule Kickoff — "Calendar invite, sent automatically"
A kickoff meeting is created on Google Calendar with all attendees and a video link
Kickoff: Acme Corp — Web Redesign
10:00 AM – 10:30 AM
meet.google.com/abc-defg-hij
Update Tracker — "Sheet row completed"
The original Clients sheet row is updated with links to everything that was just created
From new row to fully onboarded
~30 seconds
No manual steps. No forgotten tasks.
Tech stack
Want to automate your client onboarding?
Let's turn your spreadsheet into a full onboarding pipeline that runs itself.
Get in touch