Client Intake Form to Project Setup Automation
From signed contract to live project in minutes — fully automated.
What is this automation?
Agency onboarding is chaotic — creating Notion pages, Slack channels, setting up access, and briefing the team all happen manually and inconsistently. This automation does it all in 5 minutes.
The Problem
Every new client triggers a flurry of manual tasks: create a Notion project, add them to Slack, provision access, assign an account manager, and send welcome materials. It takes a full day and things always get missed.
The Solution
When a client signs their contract, automation creates their Notion project wiki, Slack channel, email alias, and document folder — then notifies the account team and sends the client a welcome pack.
Step-by-step workflow
Contract Signed
DocuSign webhook triggers the workflow.
Create Notion Project
Notion page created with all templates pre-loaded.
Create Slack Channel
Dedicated Slack channel created and team invited.
Send Welcome Pack
Email with onboarding guide, links, and next steps.
Schedule Kickoff
Calendly invite sent for kickoff call.
Assign Account Manager
Notify account manager and create handover task.
Set Up Access
Shared folders, portals, and tools provisioned.
Tools used
What you can expect
Related automations
Want this automation built for you?
We'll set up the entire workflow — integrated with your tools, tested, and ready to go. Typical turnaround: 2–5 business days.