Client Onboarding Automation System
An automated onboarding workflow connecting Tally, Google Drive, Notion, Slack, and GoHighLevel.
Business problem
Client onboarding becomes messy when intake details, folder creation, CRM setup, and team notifications happen manually in separate tools.
What I built
The workflow captures client data, creates organized Drive folders, creates a Notion record, alerts the team in Slack, and creates GoHighLevel contact and opportunity records.
How I built the workflow
Collect onboarding data
Tally gathers the required client information.
Organize assets
Google Drive folders are created with a repeatable structure.
Create records
Notion and GoHighLevel are updated with client details.
Alert team
Slack receives the onboarding summary and next steps.
Tools and integrations
Key features
- Client information capture
- Parent-folder creation
- Structured subfolder creation
- Notion client record
- Slack team notification
- CRM contact creation
- CRM opportunity creation
- Asset organization
- Status tracking
Intended impact
- Client assets are organized.
- CRM records are created consistently.
- Teams receive onboarding visibility.
Project results
Folder creation follows a repeatable structure.
Contact and opportunity records are created during onboarding.
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