Agency client onboarding — folders, brief, and welcome email from one form

An intake form in Typeform sets the client up entirely: a folder structure in Google Drive, a research brief in Google Docs approved in Slack, and a welcome email through Gmail.

• The client's full folder structure, right away
• The research brief written from the intake answers
• Brief review and edits happen in the chat
• The client's welcome email goes out immediately

Google DriveAWS S3BoxClickUpDropboxGitMicrosoft OneDriveMicrosoft OutlookNextcloudS3SlackDiscordMicrosoft TeamsTypeformForm.ioFormstackJotFormKoBoToolboxSurveyMonkeyWebflowWufooGoogle DocsElasticsearchERPNextGoogle Cloud FirestoreMongoDBGmailAWS SESBrevoKeapMailjetMandrillMauticMicrosoft OutlookSend EmailSendGrid