Just built an entirely automated client intake + onboarding workflow.
Case study: Client was spending 3–4 hours a day manually:
- Reviewing Typeform submissions
- Sending Calendly links
- Updating Airtable CRM
- Creating Drive folders
- And hoping leads didn’t go cold in the process...
Not anymore.
With the help of n8n, I’ve now built two connected workflows:
- Workflow A — Typeform → CRM scoring → Email + Slack notifications
- Workflow B — Calendly booking → CRM update → Google Drive + ClickUp + Coach alert
The system handles:
- Lead scoring & qualification
- Duplicate detection
- CRM creation/updating
- Personalized emails & Slack alerts
- Folder generation in Drive
- Pre-call summary docs