Automated client onboarding workflow that creates client folders, generates onboarding documents, sends welcome emails, and updates Google Sheets using make.com.
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Jul 30, 2026
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client-onboarding
Here are 24 public repositories matching this topic...
AI-powered client onboarding workflow that validates form submissions, updates CRM records, automates onboarding emails, and notifies internal teams using n8n.
automationworkflow-automationbusiness-automationapi-integrationprocess-automationlead-managementn8nclient-onboardingai-automationcrm-automationoperations-automationsaas-automation
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Mar 9, 2026
Client onboarding CLI for domain, DNS, hosting, website, and kickoff research discovery.
nodejsdnscliwordpressredirectsweb-developmentwhoisdomainonboardingrdaplocal-seotechnical-seohome-servicesclient-onboardingdns-toolsfirecrawlsite-architecturedomain-intelligencewebsite-auditclient-handoff
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Jun 19, 2026 - JavaScript
A strategic Customer Success Operating System designed to structure the customer lifecycle from acquisition through advocacy.
customer-retentionsaascustomer-successcustomer-experiencecustomer-lifecycleclient-onboardingcustomer-adoption-funneltechnical-account-managementcustomer-success-engineertechnical-account-managersaas-onboardingcustomer-success-managementsuccess-engineertechnical-customer-success
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Aug 12, 2026
Build a complete new-client onboarding system (welcome, intake, kickoff, first 30 days) with the copy and a CRM build spec. By James Hill (The AI Guy), founder of RizzDial.
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Jun 1, 2026 - Python
taxdome python automation
pythonapiautomationsystempipelineworkflow-automationlead-managementprocess-optimizationclient-onboardingcrm-automationtaxdometax-firm-operations
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Dec 22, 2025
Client discovery questionnaires — SkynetJoe Agency
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Apr 20, 2026
A client onboarding system for small business owners — welcome emails, intake questions, kickoff prep, and follow-up sequences, all built to use with AI.
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Apr 30, 2026
A vendor-neutral client onboarding follow-up checklist and templates.
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Aug 13, 2026
Full-stack tax advisory onboarding CRM with Kanban workflow, client intake, booking, documents, contracts, and PostgreSQL.
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Jun 21, 2026 - TypeScript
Make.com workflow that automates client discovery calls end-to-end — Tally form → Jina AI website extraction → 3-stage Gemini AI analysis → Google Calendar Meet invite → Gmail confirmation → 20-column Google Sheets CRM. 100% free stack.
automationgmailgoogle-sheetsgoogle-calendartallyworkflow-automationno-codeclient-onboardingmake-comai-integrationcrm-automationgemini-aifreelance-toolsjina-aidiscovery-call
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Jun 11, 2026
Professional witchcraft client onboarding automation workflow. Eliminate manual intake, scale effortlessly, keep the magic.
clientworkflowautomationintegrationonboardingspiritualno-codewitchcraftpagann8nclient-onboardingwitchcraft-clientwitchcraft-spiritual-automation-wor
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Aug 5, 2026
Process improvement project to streamline client onboarding and application access. Includes mock SOPs, process maps, and stakeholder feedback templates.
business-analysisprocess-mappingprocess-improvementclient-onboardingoperational-efficiencyworkflow-optimizationcross-functional-collaborationai-readinesssop-developmenthealthcare-operations
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Jun 9, 2025
Automated client onboarding system with AI-powered workflows using n8n and Gemini API
automationaigoogle-driveproject-managementoperationsgmail-apiworkflow-automationgemini-apin8nclient-onboarding
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Feb 1, 2026
SMMA Client Onboarding Tool
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Jun 6, 2023 - TypeScript
Dependency-free static portfolio for a small-business web studio, with three fictional demos, email-draft enquiries, and a reusable client kit.
javascriptcsshtmlgithub-pagesportfoliovanilla-javascriptstatic-siteweb-designresponsive-designsmall-businessclient-onboarding
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Aug 10, 2026 - HTML
Public index for Bridge AI Labs service provider template kits
templatesfreelancersetsydigital-productsservice-businessclient-onboardingcreative-briefscope-of-work
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Jul 29, 2026
Automated, AI-personalized consultation replies triggered instantly by form submissions. Built using n8n and Zapier.
workflowgmailzapierworkflow-automationno-codeemail-automationn8nai-agentclient-onboardingai-automationgoogle-geminifreelance-tools
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May 18, 2026
Coordinate (CoordinateHQ) is a client project-execution platform and branded client portal for client-facing businesses — agencies, professional services, and B2B onboarding teams. It turns repeatable workflows into automated, interactive projects with tasks, task groups, goals, progress reports, forms, eSignatures, time tracking, and in-project…
webhooksprofessional-servicescompanycollaborationproject-managementworkflow-automationclient-portalapis-jsonclient-onboardingenterprise-saas
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Aug 12, 2026
Production-minded client onboarding automation platform built with Next.js, PostgreSQL, and n8n.
dockertypescriptnextjspostgresqlmonorepoworkflow-automationbusiness-automationn8nplaywrightclient-onboarding
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Aug 12, 2026 - TypeScript
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