Show & Tell
sharing this because someone might find it useful and because im kinda proud of it lol
we run a digital agency and onboarding a new client used to take 3-4 hours of manual work across 3 people. heres what we automated:
1. client fills out onboarding form (company info, brand guidelines, access credentials, goals)
2. form submission triggers a workflow that:
- creates a row in our clients table with all the details
- creates a project folder structure (using API calls to google drive)
- sends a welcome email with next steps and a scheduling link
- creates tasks in our project management tool
- notifies the assigned account manager via slack
- adds the client to our monthly reporting table
3. the account manager gets a pre-filled brief document with everything the client submitted
total time now: client fills out the form (10 min), account manager reviews the auto-generated brief (5 min). thats it. went from 3-4 hours to 15 minutes
the form has conditional logic so B2B clients see different questions than B2C clients. the workflow has branching based on the service package they selected
anyone building something similar? curious what other agencies are automating
this is basically our setup too. agency life. the google drive folder creation via API was the part that took the longest to figure out but once its working its beautiful. we also add the client to a shared slack channel automatically
from 3-4 hours to 15 minutes is insane. how long did it take you to build this whole thing?
took about a week spread over 2 weeks (wasnt my only task). the form and table were quick, maybe a day total. the workflow took 3-4 days because of the google drive API calls and slack integration. the conditional logic on the form took half a day. testing and fixing edge cases was the rest
we do something similar for our clients. one addition you might want to consider - add a condition node that checks if the client has submitted all required documents. if anything is missing the workflow sends a follow-up email requesting the missing items instead of proceeding to the next steps
saved us a ton of back and forth
this is goals. we still onboard clients via email threads and its painful
really cool. would you be open to sharing the form template or a screenshot of the workflow? totally understand if not but would save me a ton of time
great showcase. this is the kind of end-to-end automation that really shows the power of having forms, tables, workflows, and emails all in one platform
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