Jul 25 (edited) • General Discussion 💬
🚀 Imagine automating your client onboarding process in just a few steps.
What if I told you, this n8n workflow can do exactly that in minutes? Here's how:
1️⃣ Client submits info via your custom form (or website form).
2️⃣ Agreement generated automatically, using the template you’ve provided and the client’s details.
3️⃣ Agreement sent to YOU – Review and make any edits.
4️⃣ Approved agreement sent to client, fully automated.
The best part? It’s powered by n8n, an open-source automation platform that:
- Minimizes manual work
- Speeds up document creation
- Customizes the workflow to your needs
- Requires only an n8n account – No upfront costs, no monthly fees
💸 Cost per agreement? Zero—just set up and connect your forms. It’s completely free to run.
No design skills, no hassle—just set it, review, and let it do the work for you.
👉 Grab this workflow and use it for your business!
#Automation #BusinessEfficiency #ClientOnboarding #DigitalTransformation #n8n #NoCode #WorkflowAutomation #OpenSource #Productivity
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🚀 Imagine automating your client onboarding process in just a few steps.
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