What problem does the Client Intake Automation solve?

The agency spent hours manually moving leads from forms to CRM to calendars to project tools to onboarding. Manual handoffs caused delays, lost data, and missed follow-ups. No centralised system tracked the client lifecycle from lead capture to paid onboarding. The team was drowning in admin instead of focusing on delivery.

How does the Client Intake Automation work?

Lead intake: webhook captures the form, validates email and name, enriches via Clearbit (optional), creates Airtable and Notion records, sends an auto-reply with a booking link, and notifies Slack. Booking automation: a Calendly webhook updates Airtable to 'Booked', syncs Notion, creates a Google Calendar event, emails a pre-call survey, and posts the calendar link to Slack. Daily reminders: a 9 AM cron checks for calls in the next 24 hours, sends reminder emails, and marks them sent. Payment and onboarding: a Stripe webhook marks the lead 'Paid', builds a 9+ task Notion onboarding checklist, sends the welcome email and optional WhatsApp, updates financial tracking, and notifies Slack.

Which tools and integrations does it use?

It is built on n8n and integrates n8n, Airtable, Notion, Google Calendar, Gmail, Slack, Clearbit, Twilio, Stripe.

What results does it deliver?

10+ hours saved per week on manual admin. Zero data entry errors — 100% accurate sync. 90% faster onboarding: form to project in minutes, not days. 80% fewer no-shows thanks to 24-hour reminders. Scalable — new lead sources and tools plug in easily.

End-to-End Client Intake & Onboarding Automation

End-to-end client onboarding automation chaining intake forms, calendar booking, invoice generation and Notion workspace provisioning seamlessly.