AI Client Onboarding: Personalized Welcome Emails via Google Forms
This workflow automates the client onboarding process. It triggers when a new submission is received via Google Forms, extracts client details, and uses AI to generate a personalized welcome email including a tailored onboarding checklist. Finally, it sends this professional welcome email to the new client via Gmail, ensuring immediate and consistent engagement.
Apps Used:
Google Forms
Google Gemini
GmailCategories:
How It Works
- 1Trigger when a new Google Form submission is received
- 2Extract client name, company, and service details from the form
- 3Use AI to generate a personalized welcome email with an onboarding checklist based on the extracted information
- 4Send the generated welcome email via Gmail to the client's email address
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