New client intake meant retyping form answers, creating folders and chasing documents by hand. I built a Make scenario that reads each form response, uses AI to extract the address details, creates the client and property records in Airtable, builds a Google Drive folder, files every document into it and emails the client their folder link. Onboarding now runs the same way every time, with no copying between tools.
1 like · 0 views · Oct 19, 2026
New client intake meant retyping form answers, creating folders and chasing documents by hand.
