Onboarding
Workflow
Automation
portfolio
Agina Patience
Project Goal /
Brief
Designed and implemented an
automated client onboarding
system using Google Forms and
Zapier, sending personalized
emails and tracking responses
efficiently.
Google Form
Creation
Created a structured Google Form to
collect client details, including:
Full Name
Email Address
Company Name
Services Needed
Project Start Date
Budget
Tools Used
This ensures all essential information is
captured for onboarding.
Zapier
Automation
Setup
Configured a multi-step Zapier
automation to trigger on new form
submissions:
Captures client responses
Sends automated, personalized
emails
Tracks submissions for organized
record-keeping
This step validates the automation
workflow and shows technical setup.
Test Emails
& Live Emails
Tested and validated the automation:
Test emails confirmed the workflow
functions correctly
Live emails dynamically inserted
client names and details, ensuring
personalization and professionalism
Response
Tracking
Responses are automatically collected
and tracked:
Provides an organized client
database
Supports easy reference and
reporting
Optional integration with Google
Docs / Sheets for documentation
Outcome /
Impact
Fully automated client
onboarding process
Reduced manual effort and
errors
Ensured professional,
personalized communication
Scalable system for multiple
clients
Ready
Ready
to simplify
to simplify
youryour
onboarding
onboardingprocess?
process?Reach
Reach
out
outtoday
todayand
andlet’s
let’screate
createan
an
automated,
automated,
efficient
efficient
workflow
workflow
tailored
tailored
to your
to your
business
business
needs. needs.