Automate new client onboarding across Drive, Asana, Slack and email

Turns a new client's form submission into folders, tasks, a Slack channel, and a welcome email instantly.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"client submits onboarding form"]:::trig s0["extract info from proposal"]:::task s1["create client drive folder"]:::task s2["create asana project with tasks"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"+ create channel and email"}:::gate s2 --> gx p00["create dedicated slack channel"]:::task gx -->|"create slack channel"| p00 p10["send welcome email to client"]:::task gx -->|"send welcome email"| p10 p00 --> out p10 --> out out[/"complete client workspace ready instantly"/]:::out pay{{"consistent onboarding without missed steps"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepEvery pathResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsEmail AutomationMessaging & NotificationsDocument Processing & OCRSurvey & FeedbackProject & Task ManagementFile & Cloud StorageHR & Recruiting
Connects
Google DriveAsanaSlackGmailOpenAI

The problem it solves

Every new client means the same setup checklist: create a folder, spin up a project, make a Slack channel, and send a welcome email. Doing that by hand for each client is repetitive, and it's easy to forget a step or let onboarding drag on.

Who it fits

Agencies and service businesses onboarding new clients who want a consistent, fast setup every time.

How it works

  1. A client submits your onboarding form with their details and proposal document
  2. The system reads the proposal and pulls out key project information
  3. A client folder is created in Google Drive with the documents stored inside
  4. An Asana project is created from a template, with AI generating a full task list
  5. A dedicated Slack channel is created and a welcome email is sent to the client
What you get

Clients onboarded the same way every time

You get every new client set up with folders, tasks, a dedicated Slack channel, and a welcome email automatically, the moment they submit their proposal.

What you get

A ready-to-go client workspace: Drive folder, Asana project with tasks, Slack channel, and a welcome email.

What you need

Google Drive, Asana, Slack, Gmail, and an OpenAI API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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