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Client Onboarding Tracker with Automated Scheduling

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Diagram of client onboarding automation from Google Sheets to Calendar, Supabase, and Telegram using n8n

Why this automation matters

Manually onboarding clients can lead to scheduling errors, fragmented records, and slow team notifications. By automating with n8n, every new sheet entry will instantly create a calendar invite, save the details to Supabase, and notify your team on Telegram—ensuring consistency, clarity, and speed.

🔧 Step-by-step: How the automation flows

  1. Trigger: New Google Sheets row. Detect client info (name, email, preferred date).
  2. Create Google Calendar event. Use the date to schedule and invite the client.
  3. Log details to Supabase. Store columns like client name, event ID, date, status.
  4. Send Telegram alert. Post a message in #onboarding-alerts with client info & link to the calendar event.

⚙️ Behind the scenes in n8n

  • Google Sheets Trigger: watches for new rows.
  • Google Calendar Node: creates event, captures the event ID.
  • Supabase Node: runs an INSERT query—e.g.: INSERT INTO onboardings(name, email, event_id, date).
  • Telegram Node: posts a formatted alert, e.g.:*
    New onboarding: Jane Doe on 2025‑07‑05. Calendar link: https://…eventId…

💡 Tips & variations

  • Add a follow‑up email via Gmail after event creation.
  • Automate Slack invites or Asana tasks for onboarding steps.
  • Store extra metadata in Supabase—e.g., client tier, source, notes.
  • Handle reschedules: include Zapier-style triggers for event updates.

Ready to streamline your onboarding?

With this n8n workflow, you’ll save hours, reduce errors, and always keep your team in the loop. Want help building or customizing this for your business?

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Automated Workflows That Cut 60% of Processing Time

Solution Overview:

Manual processes were slowing down a growing business. Conversantech implemented N8N-based automation and AI logic to replace repetitive tasks with fast, scalable workflows.

Key Features:

  • AI-driven task routing and decision-making.
  • N8N workflow engine integrated with Google Sheets, Gmail, and CRM
  • Real-time Slack/email alerts
  • Zero-code implementation
  • Phased rollout for easy adoption

Business Challenges:

  • Heavy reliance on manual data entry and task repetition
  • Delays due to lack of real-time task visibility
  • Frequent errors in daily operations
  • Over-dependence on individuals for process execution

Our Proposed Solution:

We built a smart automation system powered by N8N and AI logic that connected the client’s existing tools. The system automatically detected task triggers, processed them based on defined conditions, updated relevant platforms, and notified the team — all without human intervention.

Conclusion:

The company saw a 60% reduction in task processing time, eliminated errors, and empowered their team to focus on growth instead of admin. The result: higher productivity, faster turnaround, and scalable internal operations.

Want to streamline your operations with automation?
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