Hi everyone, I'm currently building a client onboarding workflow for a digital marketing agency, and I’d love to get your insights. Here’s the progress I’ve made so far: - Webhook trigger (connected to a form submission) - Store data in SQL database - Generate an AI-based summary - Send a welcome email to the client - Wait for a specific duration - Fetch data from the SQL database to check if the client has completed onboarding - Send a follow-up email if they haven’t I'm aiming to make this as close to an industry-standard setup as possible. If you've built something similar or have experience in client onboarding automation, I’d really appreciate hearing how you approached it, what tools or practices helped, and what pitfalls to avoid. Thanks in advance!

Hi everyone, I’m new to workflow automations and currently working on building my portfolio. I’m planning to create a case study focused on solving problems in client onboarding. Here are the goals I want to achieve: ✅ Streamline and automate client onboarding ✅ Reduce manual follow-ups and errors ✅ Improve client experience and retention ✅ Scale operations without hiring more ops staff And these are the current challenges: ❌ Too many tools (forms, emails, sheets) scattered across systems ❌ Delays between form submissions and team action ❌ Inconsistent follow-ups that lead to lost revenue ❌ Hard to train new team members on the process I’m thinking of building an n8n workflow with this basic structure: Form trigger → AI node to generate the email message → AI input parser → Gmail sender However, I’m not sure how to take this workflow to the next level and make it more robust, scalable, or professional. Could anyone share ideas, tips, or examples of how you would design this? I’d love to learn how you would approach building a more advanced or polished version of this workflow. Thanks a lot in advance!