Set up new client folders and AI research briefs automatically

When a client fills out your intake form, the system builds their folders, notifies your team, and drafts an AI research brief.

How the work actually flows

A straight line. A person has to approve before it continues.

Pattern: Sequence (1)

flowchart TD trig>"client submits intake form"]:::trig s0[("create client folder")]:::store s1["notify team in slack"]:::svc s2["draft ai research brief"]:::svc s3["send welcome email"]:::svc trig --> s0 s0 --> s1 s1 --> s2 hg(("team reviews and approves brief")):::human s2 --> hg hg -->|"approved"| s3 hg -. "sent back" .-> s2 out[/"client onboarded with folder and email"/]:::out pay{{"consistent professional onboarding every time"}}:::pay s3 --> out 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 itAn outside serviceA personA record or sheetResultPayoff
Build size
Advanced

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

Business functions
Email AutomationMessaging & NotificationsResearch & Market IntelligenceFile & Cloud StorageHR & Recruiting
Connects
Google DriveGoogle DocsGmailSlackOpenAITypeform
Featured in

The problem it solves

Onboarding a new client means creating folders, notifying your team, and pulling together research, and doing it the same way every time is hard when you're busy. Skipping a step or letting a client wait for a welcome email makes the agency look less polished than it is.

Who it fits

Marketing and digital agencies that handle recurring client intakes and want consistent onboarding.

How it works

  1. A client submits your intake questionnaire
  2. A branded folder structure is created in Google Drive for their project
  3. Your team is notified in Slack with the intake details
  4. OpenAI drafts a marketing research brief for your team to review and approve
  5. The client receives a personalized welcome email once approved
What you get

Research briefs someone still checks before sending

New clients get branded folders and a ready-to-review research brief the moment they submit their intake form.

What you get

An organized client folder, a team notification, an AI-drafted research brief, and a welcome email.

What you need

A Google Workspace account, a Slack workspace, an OpenAI API key, and a form tool for intake.

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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