New client? Entire setup handled automatically
When you sign a new client, dozens of tasks need to happen: send a welcome email, collect their details via an intake form, generate a contract or statement of work, create project folders in Google Drive, set up a shared channel, and send the first invoice. This workflow automates the entire pipeline. Add a new client row to a Google Sheet and everything else happens automatically. Each step is logged so you can track where every client is in the onboarding process.
Target audience: Agencies, consultants, and service businesses onboarding 2+ new clients per month
Claude Code creates a Node.js project connecting Google Sheets, Gmail, and Claude API
via Claude Code
You define your onboarding steps, email templates, and contract terms
via Claude Code
Claude builds a pipeline that triggers when a new row is added to your Client Sheet
via Claude Code
Welcome email is sent with intake form link and next steps
via Gmail
Claude API generates a personalised statement of work from client details
via Claude API
Project folder structure is created and first invoice is generated
via Google Sheets
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Open Claude Code in your terminal
Run claude in your project directory
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Claude builds the entire project for you
It will scaffold files, install dependencies, and wire up the full workflow
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This workflow is available on the Pro plan. Upgrade to access all workflows, AI scans, and more.
Client onboarding involves 10+ manual steps that often get missed or delayed
A single trigger kicks off the entire pipeline — welcome, contract, folders, invoice
Onboarding time drops from 4 hours to 45 minutes with nothing falling through the cracks
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This workflow is available on the Pro plan. Upgrade to access all workflows, AI scans, and more.
Personalised welcome email with intake form link sent automatically
Claude generates a statement of work from client details and your templates
Creates a standardised folder structure in Google Drive
Google Sheet tracks each client's onboarding stage in real time
Generates and sends the initial invoice based on agreed scope
Unlock with Automate Pro
This workflow is available on the Pro plan. Upgrade to access all workflows, AI scans, and more.
Unlock with Automate Pro
This workflow is available on the Pro plan. Upgrade to access all workflows, AI scans, and more.
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