Automate Client Onboarding

1. Open your automation platform and create a new workflow. 2. Add an Airtable trigger node — select your Clients table and set the trigger to "New Record Created." 3. Add a Google Drive node — use the "Create Folder" action. Set the folder name to the client name from the trigger and choose your Clients parent folder. 4. Add a Slack node — use the "Create Channel" action. Name the channel using a slug of the client name (e.g., client-acme-corp). 5. Add a second Slack node — use the "Invite User to Channel" action. Map team member emails from the Airtable record to invite them automatically. 6. Add a Gmail node — use the "Send Email" action. Set the recipient to the client contact email from Airtable, add your welcome email template as the body. 7. Add a final Airtable node — use the "Update Record" action to set the Status field to "Onboarding Complete." 8. Test the workflow by creating a test record in Airtable and verifying that the folder, channel, and email are all created.