How to Automate Client Onboarding: From 45 Minutes to 30 Seconds (Creative Agency Workflow)

Описание: Watch a real automation consulting session where we break down how to eliminate repetitive client onboarding tasks for a creative agency.

*What We Cover:*
• Identifying which repetitive tasks are actually worth automating (the "low-hanging fruit" approach)
• How to trigger automated workflows from PandaDoc contract signatures
• Setting up conditional logic to handle different service packages (Brand Identity vs Social Media Management)
• Automating Google Drive folder creation with custom subfolder structures
• Auto-duplicating Notion project templates based on contract type
• Sending personalized welcome emails with the right links (Calendly vs Airtable forms)
• Understanding Notion API limitations with database relations and filters

*The Problem:*
A creative agency director spending 45 minutes per client manually creating folders, setting up Notion boards, sending welcome emails, and notifying the team - losing entire weekends to administrative work instead of focusing on strategy and creative.

*The Solution:*
Workflow automation using tools like n8n, Make, or Zapier to connect PandaDoc → Google Drive → Notion → Email → Slack in one seamless chain.

*Who This Is For:*
• Agency owners drowning in admin work
• Creative directors who want their time back
• Anyone onboarding clients and doing the same steps repeatedly
• Business owners curious about what's actually possible with automation

*Tools Mentioned:*
PandaDoc, Google Drive, Notion, Slack, Calendly, Airtable, n8n, Make (Integromat), Zapier

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Interested in automating your business workflows? Links and resources in the comments.

#businessautomation #agencyoperations #notionautomation #workflowautomation #productivityhacks