Client onboarding from a single form: project, tasks, contract, channel
The client fills in a form — the scenario creates a project with tasks from your template, prepares the contract, sends the welcome email, opens a team channel, and logs the client in a sheet.
Every client is onboarded the same way — nothing gets forgotten
The project is built from your template: sections and tasks are copied in full
The contract is filled with the client's details and emailed immediately
The contract template is wiped after each client — no data leaks to the next one