Automatically onboard new clients across Drive, Notion, and Slack

A new client form submission creates their folder, project record, and team notification instantly.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues.

Pattern: Parallel Split (2) · Synchronisation (3)

flowchart TD trig>"client intake form submitted"]:::trig s0["extract client details"]:::task s1["notify team in chat"]:::svc trig --> s0 gx{"+ what to set up"}:::gate s0 --> gx p00["create drive folder"]:::task gx -->|"create client folder"| p00 p10["add notion entry with link"]:::task gx -->|"create project record"| p10 jn{"+ folder and record ready"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"client fully onboarded instantly"/]:::out pay{{"no onboarding step forgotten"}}:::pay s1 --> 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 itA stepAn outside serviceEvery pathWaits for allResultPayoff

Build size

Advanced

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

Business functions

Messaging & NotificationsAPI & Webhook IntegrationFile & Cloud StorageHR & Recruiting

Connects

Google DriveNotionSlack

Featured in

Mortgage brokers IT service providers and MSPs Funeral homes

The problem it solves

Every new client means creating a folder, adding them to your project tracker, and telling the team, and it is easy to forget a step or let it wait until later. That delay means the project starts slower and details get lost between tools.

Who it fits

Agencies and service businesses that onboard new clients through an intake form.

How it works

A new client intake form is submitted.
The client's name, email, project type, and budget are pulled from the submission.
A dedicated project folder is created automatically for their files.
A new entry is added to your project database with the client details and folder link.
Your team is notified in chat with all the onboarding details.

Quick estimate

What it is worth to you

Your numbers, your hourly cost. We add nothing hidden.

New clients onboarded per month

per month

Minutes to manually set up folder, record, and notification

minutes

Loaded hourly cost

$ per hour

0Hours freed per month

0Value per year at your hourly cost

Assumes the freed time is redirected to other billable work and that the form captures all details needed for setup.

What you get

A ready-to-use client folder, a project record, and a team notification, all created the moment the form is submitted.

What you need

A form tool connected to Google Drive, Notion, and Slack accounts.

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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