Client Onboarding

Client Onboarding System

A repeatable new-client setup that creates a workspace, creates administrative tasks and sends a welcome email. Replace the example project-management action with your preferred task app if needed.

5 stepsRequires Zapier Starter or higher15–20 minEasy

GmailGoogle DriveTodoist

What you get

Every client gets the same onboarding experience.

Folders and admin tasks are created automatically.

You stop copying the same welcome email manually.

Workflow blueprint

When this happens

GmailNew Email Matching Search

1GD

Google DriveCreate Folder

2TO

TodoistCreate Task

3TO

TodoistCreate Task

4GM

GmailSend Email

The full blueprint — every field mapping, example value and the written copy for each message — is included with purchase.

Getting it into Zapier

Build this one from the recipe. The blueprint gives you the exact trigger, action events and field mapping for all 5 steps, so it is a copy-and-paste job rather than a design job.

You need your own Zapier account. Zapier’s Free plan runs single-step Zaps only; multi-step Zaps need a paid plan, and Paths and Webhooks need Professional. How this works →

Not on Zapier?

n8n — import and go

An n8n workflow JSON ships with this template. Import it and all 5 steps arrive on the canvas wired in order, and 5 of the 5 nodes arrive with their fields already filled in — the subject lines, the message copy, the delays, the column names. Every step maps to a native n8n node.

What an import cannot carry is your credentials, and the IDs that only exist inside your own account — which spreadsheet, which channel, which board. Those stay in a sticky note under the node, listing what is already done so you do not retype it, and what is left so you can see it.

Make — build guide

A Make-specific guide ships with this template: every module in order, every field value, and the concept translations that catch people out — filters live on the links between modules, and the schedule lives on the scenario rather than in a trigger module.

Self-hosted n8n has no per-task fee, which is worth knowing if this workflow runs at volume. Platform coverage →