Your client says yes. Onboarding sends itself.
Flip one cell to YES and every new client gets a personalised welcome email, their own shared Google Drive folder, and clear next steps. You don't have to type a thing.
- Ready-to-import blueprint
- Set up in about 30 min
- Works on Make's free plan
The hardest part of a new client shouldn't be the admin.
Right after a great call is when you most need to look sharp, and it's usually when the copy-paste chaos begins.
Without it
- Rewriting the same welcome email from scratch
- Hunting for the contract, invoice and booking links
- Creating and sharing folders by hand
- Forgetting who's been sent what
With Onboarding Autopilot
- A personalised, on-voice welcome email in minutes
- All four next steps, in order, with the right links
- A shared Drive folder created and linked for you
- Your tracker logs it, so nobody gets emailed twice
Five steps. Zero effort after setup.
A 5-module Make.com scenario, already mapped. You just connect your accounts.
Spot new clients
Finds rows in your Google Sheet marked YES that haven't been onboarded.
Write the email
Google Gemini AI drafts a warm, personal welcome with scope and timeline.
Create the folder
Makes a Google Drive folder and shares it with your client as an editor.
Send from Gmail
Sends from your own inbox with the folder link dropped in.
Log it
Marks the row "Onboarding Sent" with the folder link and timestamp.
Everything you need to go live today.
Make.com blueprint
Import it in one click. All 5 modules are pre-built and pre-mapped.
Client tracker template
The Google Sheet the automation reads, with a YES/NO trigger and a sample row.
Step-by-step setup guide
Connect each module, test safely, schedule it, plus a troubleshooting table.
Quick-start checklist
The whole setup on one page, for when you just want to get going.
Built for anyone who onboards clients after a call.
Perfect for
- Freelancers
- Agencies
- Virtual assistants
- Coaches
- Consultants
- Designers
- Marketers
- Service businesses
What you'll need
- A Make.com accountThe free plan works. The guide shows you the right schedule for it.
- A Google accountGmail, Drive and Sheets. Workspace or personal.
- A free Gemini API keyTakes two minutes from Google AI Studio.
Client Onboarding Autopilot
Set it up once this afternoon. Every client after that gets a polished, personal welcome without you lifting a finger.
- Make.com blueprint (5 modules)
- Client tracker Google Sheet template
- Setup guide PDF + quick-start checklist
- Instant download
No subscription. Yours to keep.
I want thisFor use in your own business and with your own clients.
Questions, answered.
Do I need to know how to code?
No. You import the blueprint, connect your Google, Gmail and Gemini accounts, and fill in your name and business details. The setup guide walks you through every click.
Does it work on Make's free plan?
Yes. On the free plan, set it to check your sheet every 1 to 3 hours so you stay within the monthly operations limit. The guide explains exactly how.
Will the emails sound like me?
You add your name, title and business to the AI prompt, and you can change the tone, order or wording any time. It's plain text, sent from your own Gmail.
What if I don't have a contract or intake form link yet?
Leave the cell blank. The email will tell your client you'll send it over shortly, so nothing looks broken.
Can a client get emailed twice by accident?
No. Each row is marked "Onboarding Sent" after it goes out and is skipped from then on. To resend on purpose, just clear that row's status.
Can I use a different AI, like ChatGPT or Claude?
Yes. Swap the Gemini module for another AI module in Make and map its reply into the email. The guide covers this under "Make it yours".
Make.com and Google are trademarks of their respective owners. This template is not affiliated with or endorsed by them.