Client Onboarding Automation (N8N, OpenAI and Fathom)
Dylan Davison
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Posted Nov 12, 2025
Automated onboarding cut time 60%, reduced revisions 30%, and boosted client satisfaction to 9.3/10 with AI and Teams integrations.
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Timeline
Oct 1, 2025 - Oct 7, 2025
Project Description
N8N AI Integration Developer
PixelNest Creative’s onboarding was slow and disorganised across emails and folders. Automated flow verifies contract and payment, customises AI questionnaire, schedules Teams call with Fathom notes, and extracts design amendments via AI.
Cut onboarding from 10 to 4 days.
Reduced revisions 30%.
Boosted client satisfaction to 9.3/10.