how we automated our entire client onboarding process

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