New-client onboarding — from form to welcome email and tasks
The scenario validates the address with Verifi Email, logs the client into Airtable, creates a task in Trello, generates a welcome pack, emails it from Gmail, notifies the team in Slack — and once a week sends a summary.
- Bad addresses are filtered out immediately
- The team task is created without reminders
- The welcome pack builds itself
- A weekly summary arrives by email
Google Sheets
Gmail
Airtable
Webhook
Slack
Trello
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