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 time by 60%, compressing what used to be days of back-and-forth into a single automated sequence
Automated contract verification, scheduling and AI note taking, so the team walks into every kickoff call fully prepped without lifting a finger
Built on n8n with OpenAI and Fathom integrations, running reliably without anyone needing to touch the workflow after setup
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Posted Nov 12, 2025
Built a full client onboarding automation for a done for you content agency, cutting onboarding time by 60% using n8n, OpenAI and Fathom.