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Nov 15 (edited) • General Discussion 💬
Build 32 # client onboarding automation
Just built a full Client Onboarding Agent inside n8n — and honestly, this one feels like cheating
Here’s the breakdown of how it works:
1. Onboarding Form Trigger
A clean form collects name, email, company, project details, etc.
2. Auto-Configuration Layer
The workflow stores settings like:
– default welcome email subject
– Slack channel
– Google Sheet location
So you don’t touch anything again.
3. Formatting Client Data
It standardizes the data, timestamps it, assigns status = “New Client”.
Your CRM stays clean without you doing anything.
4. Auto-Save to Database
It pushes the client into your Google Sheet, updates if they exist → no duplicates.
5. Instant Welcome Email
Client gets a professional message within 0.2 seconds
6. Team Notification
Your Slack pings with:
"New client onboarded Name, company, email..."
Everyone stays in the loop automatically.
This is literally a zero-touch onboarding system, and you can plug it into ANY service business, agency, consultant, or freelancer setup.
Can you guess what's error in sheet node ??
Any suggestions to make it better??
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33 comments
Build 32 # client onboarding automation
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