Automated client onboarding workflow that creates client folders, generates onboarding documents, sends welcome emails, and updates Google Sheets using make.com.
-
Updated
Jul 30, 2026
#
client-onboarding
Here are 21 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.
automation workflow-automation business-automation api-integration process-automation lead-management n8n client-onboarding ai-automation crm-automation operations-automation saas-automation
-
Updated
Mar 9, 2026
Client onboarding CLI for domain, DNS, hosting, website, and kickoff research discovery.
nodejs dns cli wordpress redirects web-development whois domain onboarding rdap local-seo technical-seo home-services client-onboarding dns-tools firecrawl site-architecture domain-intelligence website-audit client-handoff
-
Updated
Jun 19, 2026 - JavaScript
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.
-
Updated
Jun 1, 2026 - Python
Conversation-only Claude skill for collecting Reel Video brand and content intake
security content-strategy client-onboarding agent-skills claude-code product-content reel-video brand-intake
-
Updated
Jul 25, 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.
-
Updated
Apr 30, 2026
taxdome python automation
python api automation system pipeline workflow-automation lead-management process-optimization client-onboarding crm-automation taxdome tax-firm-operations
-
Updated
Dec 22, 2025
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…
webhooks professional-services company collaboration project-management workflow-automation client-portal apis-json client-onboarding enterprise-saas
-
Updated
Aug 4, 2026
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.
automation gmail google-sheets google-calendar tally workflow-automation no-code client-onboarding make-com ai-integration crm-automation gemini-ai freelance-tools jina-ai discovery-call
-
Updated
Jun 11, 2026
Full-stack tax advisory onboarding CRM with Kanban workflow, client intake, booking, documents, contracts, and PostgreSQL.
docker express typescript postgresql crm kanban workflow-automation vite tax-advisory client-onboarding
-
Updated
Jun 21, 2026 - TypeScript
Client discovery questionnaires — SkynetJoe Agency
-
Updated
Apr 20, 2026
Process improvement project to streamline client onboarding and application access. Includes mock SOPs, process maps, and stakeholder feedback templates.
business-analysis process-mapping process-improvement client-onboarding operational-efficiency workflow-optimization cross-functional-collaboration ai-readiness sop-development healthcare-operations
-
Updated
Jun 9, 2025
Automated client onboarding system with AI-powered workflows using n8n and Gemini API
automation ai google-drive project-management operations gmail-api workflow-automation gemini-api n8n client-onboarding
-
Updated
Feb 1, 2026
A production-ready, self-hosted open-source alternative to expensive commercial client onboarding platforms like Content Snare, GuideCX, and Onboard.io.
open-source oss serverless crm self-hosted airtable production-ready agents notion multi-agent-systems crm-integration open-source-alternative notion-integrations client-onboarding nvidia-nim nvidia-nim-api airtable-integration crm-sync mistral-large-3 strategy-business-thinking
-
Updated
Jul 9, 2026 - JavaScript
Transform WooCommerce orders into managed service projects with client onboarding, messaging, and task tracking.
-
Updated
Apr 14, 2026 - PHP
🔄 Automates the full client onboarding process from first contact to project readiness.
project-management make hubspot task-automation workflow-automation system-design business-automation process-automation clickup save-time client-onboarding crm-automation no-code-automation onboarding-automation operations-system
-
Updated
Apr 11, 2026
Dependency-free static portfolio for a small-business web studio, with three fictional demos, email-draft enquiries, and a reusable client kit.
javascript css html github-pages portfolio vanilla-javascript static-site web-design responsive-design small-business client-onboarding
-
Updated
Aug 2, 2026 - HTML
Professional witchcraft client onboarding automation workflow. Eliminate manual intake, scale effortlessly, keep the magic.
client workflow automation integration onboarding spiritual no-code witchcraft pagan n8n client-onboarding witchcraft-client witchcraft-spiritual-automation-wor
-
Updated
Aug 4, 2026
SMMA Client Onboarding Tool
-
Updated
Jun 6, 2023 - TypeScript
Automated, AI-personalized consultation replies triggered instantly by form submissions. Built using n8n and Zapier.
workflow gmail zapier workflow-automation no-code email-automation n8n ai-agent client-onboarding ai-automation google-gemini freelance-tools
-
Updated
May 18, 2026
Improve this page
Add a description, image, and links to the client-onboarding topic page so that developers can more easily learn about it.
Add this topic to your repo
To associate your repository with the client-onboarding topic, visit your repo's landing page and select "manage topics."