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Create consulting client onboarding tasks with GPT-4o-mini, Google Sheets and Slack

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Created by: Hyrum Hurst || hyrum-hurst

Hyrum Hurst

Last update

Last update 20 hours ago

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Who this workflow is for

Consulting firms in strategy, management, or IT who want to automate client onboarding and internal task assignment.

What this workflow does

Automatically creates onboarding tasks and checklists using AI, routes them to the right consultant, logs client info in Google Sheets, and sends client welcome emails. Internal teams get Slack notifications, and kickoff meetings can be scheduled automatically.

How the workflow works

  1. New client intake triggers workflow
  2. AI generates onboarding checklist
  3. Tasks routed based on project type
  4. Client info logged in Google Sheets
  5. Slack notifications sent to consultants
  6. Optional PDF of onboarding sent to client
  7. Email confirmation delivered to client
  8. Optional CRM integration

Setup Instructions

  • Connect Webhook/Form for intake
  • Connect Google Sheets
  • Connect OpenAI
  • Connect Slack and email
  • Configure optional CRM integration

Author: Hyrum Hurst, AI Automation Engineer
Company: QuarterSmart
Contact: [email protected]