Yooo! 👋 I’ve recently created a new Onboarding Workflow to completely kill the manual grunt work...Yooo! 👋 I’ve recently created a new Onboarding Workflow to completely kill the manual grunt work...
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Yooo! 👋 I’ve recently created a new Onboarding Workflow to completely kill the manual grunt work when signing a new client.
Here is how it works: As soon as I mark a new client in Airtable, this automation takes over. It instantly creates :
- the communication channels,
- creates Google Drive folders with auto-generated proposals,
- builds a visual Notion dashboard.
- Finally, it packages all those unique links into one sleek welcome email and sends it to the client automatically.
The impact:
⚡️Saves me ~1.5h per onboarding.
📂 Keeps all data centralized (no more lost links).
✨ Gives clients 100% clarity from Day 1.
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The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started