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, turning a multi-step handoff that used to take the better part of a morning into a single trigger

AI-generated onboarding guide created from contract and call transcript data, so every new client gets a tailored brief without anyone writing one from scratch

Full client folder, CRM update and team notifications fired automatically on signature, meaning the team is ready to start work the moment ink hits paper