Sales & Onboarding Automation — Done-For-You Content Agency
Dylan Davison
Project Description
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%
Automated contract verification, scheduling and AI note taking
Built on n8n with OpenAI and Fathom integrations
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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.
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Timeline
Oct 1, 2025 - Oct 7, 2025
