AI Client Onboarding Agent: Auto Welcome Email Generator

Say goodbye to missed client submissions and inconsistent onboarding!

This automation monitors new client form responses and instantly kicks off a fully personalized onboarding flow — complete with AI-generated welcome emails, dynamic checklists, and professional formatting. Your clients feel valued from minute one, and your team stays organized without lifting a finger.

Perfect for agencies, service providers, and teams managing client pipelines at scale.

What it does:

📥 Monitors Google Sheets linked to client intake forms every minute

📋 Extracts and formats client details (name, email, company, service needs)

✅ Generates a 6-step onboarding checklist tailored to your process

🧠 Uses Google Gemini AI to craft personalized, branded welcome emails

📨 Sends welcome emails automatically within minutes of submission

🛡️ Includes built-in error handling to ensure every new client is captured

✅ Setup guide & importable automation included

Need help setting it up? We offer full configuration and testing for a one-time fee.