A done-for-you content agency was manually handling every step after a contract was signed — downloading PDFs, updating CRM records, creating folders and notifying the team. Built a 15-step n8n automation triggered by Dropbox Sign webhooks: validates the contract, downloads the PDF, matches the contact in Pipedrive, pulls deal notes and Fathom call transcripts, generates an AI onboarding guide via Claude, creates a Google Drive folder, uploads all documents, and sends Slack notifications to the onboarding coordinator and workspace provisioner.

Eliminated all manual post-contract admin for the team

AI-generated onboarding guide created from contract and call transcript data

Full client folder, CRM update and team notifications fired automatically on signature