Fulfillment
Automate client onboarding packets
A new row in a Google Sheet triggers a workflow that builds a PDF schedule, emails it to the client and sends reminders.
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- Section
- Fulfillment
- Responsibility
- Client onboarding
- Setup difficulty
- Medium
- Added
- Oct 14, 2026
Tools
Main tool: n8n official site ↗
›View prompt
When a new client row is added (name, email, service, start date), fill the onboarding template with their details and schedule, export as PDF, and email it with a warm 4-sentence welcome. Schedule reminders 3 days and 1 day before the start date.
Replace [BRACKETS] with your details. {{double braces}} are fields your automation tool fills in.
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