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$
USD
I will automate client onboarding with n8n, notion and google drive
Danilo
Informazioni su questo servizio
Every time you sign a new client, do you manually create a Drive folder, write a welcome email, and set up tasks in Notion?
I'll automate your entire onboarding process using n8n so the moment a new client submits your form (Tally, Typeform...) everything happens automatically.
WHAT I BUILD:
- Google Drive folder created instantly with client name
- Welcome email sent to the client automatically
- Notion onboarding task list created and ready for your team
- All client data organized and synced across your tools
WHY WORK WITH ME:
My QA background means every workflow is tested before delivery. You get an onboarding system that works reliably from day one not just on the first try.
PERFECT FOR:
- Freelancers onboarding new clients manually
- Agencies managing multiple clients at once
- Consultants who want a professional first impression
TOOLS: n8n, Google Drive, Gmail, Notion, Tally and others on request.
HOW IT WORKS:
- Message me with your current onboarding process
- I build and test the automation
- You receive the workflow with setup instructions
NOT SURE WHAT YOU NEED?
Free consultation before every order. Message me and I'll tell you exactly what I can build no commitment required.
Scopri di più su Danilo
Danilo
Workflow Automation Built and Tested by a QA Engineer
- DaSerbia
- Membro dadic 2017
- Tempo di risposta medio1 ora
Lingue
Serbo, Inglese
I'm Danilo, a workflow automation specialist from Novi Sad, Serbia, with 10+ years in software development and QA.
I build n8n automations that help small businesses eliminate repetitive work - lead capture, client onboarding, CRM workflows, and multi-service integrations across your existing tools.
My QA background means I don't just build workflows - I test them. You get automations that actually hold up in production.
Have a process you want automated? Let's talk.
Il mio portfolio
FAQ
What triggers the onboarding workflow?
A form submission via webhook. I work with Tally, Typeform, or any form tool that supports webhooks.
Can I customize the onboarding tasks in Notion?
Yes. Tell me which tasks you want created and I'll build them into the workflow.
What if I use a different folder structure in Google Drive?
Message me before ordering and describe your structure. Most setups can be accommodated.
Do I need technical knowledge to use this?
You receive the workflow file with clear setup instructions. Basic accounts for the platforms are all you need.
Can you add more than three onboarding tasks?
Yes, additional tasks can be added. Message me before ordering to discuss your specific needs.
What is not included?
External platform accounts and subscriptions are not included. AI-powered automations are not offered at this time.
