Zero-Touch Client Onboarding System (Form → Folder → Email)

Triggers instantly when a client submits your onboarding form. Captures all form responses including client name, email, company details, and other information needed for the onboarding process.

Creates a new record in your Airtable database with the client's information. Maps form fields to corresponding Airtable columns for organized data storage.

Creates a dedicated Google Drive folder for the client using their name. The folder is created in a parent folder you specify during setup.

Pauses the workflow for 1 minute. This delay ensures previous actions are fully processed before continuing.

Creates a private Slack channel for the client using their name. The channel name format should be configured during setup to match your naming conventions.

Pauses the workflow for 1 minute. This delay allows the Slack channel creation to complete before adding users.

Adds the client to their newly created Slack channel using their email address. External user invitations are enabled to allow clients outside your workspace to join.

Pauses the workflow for 1 minute. This ensures the client has been successfully added to the channel before sending messages.

Sends a personalized welcome message to the client's Slack channel. The message includes the client's name and introduces them to the collaboration space.

Creates a new list in ClickUp named after the client. The list is created in a folder you specify and set to normal priority.

Pauses the workflow for 1 minute. This delay ensures the ClickUp list is ready before creating tasks.

Creates an onboarding task in the client's ClickUp list with today's start date. Assignees should be configured to include relevant team members responsible for onboarding.

Adds a comment to the onboarding task reminding the team to notify others when onboarding is complete. This helps maintain accountability and communication.

Pauses the workflow for 1 minute. This delay ensures all ClickUp actions are complete before proceeding with email communications.

Sends a welcome email to the client with links to all their newly created resources. The email includes personalized greetings and direct links to their Google Drive folder, Slack channel, and ClickUp list.

Creates a draft follow-up email in Gmail for sending after 3 days if the client doesn't respond. The draft is labeled and ready for manual review and sending when needed.

Pauses the workflow for 1 minute. This final delay ensures all client-facing actions are complete before notifying the internal team.

Sends a comprehensive update to your internal team's Slack channel about the new client. The message includes links to all created resources and reminds the team about the 3-day follow-up draft.