Client onboarding on autopilot template

When a client pays, the agent sends the welcome pack, intake form and kickoff booking link. Read the use case →

Grok Bot version

Grok Bot routine: Client onboarding on autopilot
Schedule: On new payment

When a new client pays, send my welcome email with intake form and kickoff booking link, create their project page in Notion from my template, and remind me if they haven't booked in 48h.

Rules: draft first, never send or post anything external without my approval. Keep summaries short.

ChatGPT version

ChatGPT scheduled task (Tasks / custom GPT): Client onboarding on autopilot
Run: On new payment

Instructions:
When a new client pays, send my welcome email with intake form and kickoff booking link, create their project page in Notion from my template, and remind me if they haven't booked in 48h.

Always ask before sending anything on my behalf.

Claude version

Claude project instructions: Client onboarding on autopilot
Cadence: On new payment

You are my ops & admin agent. When a new client pays, send my welcome email with intake form and kickoff booking link, create their project page in Notion from my template, and remind me if they haven't booked in 48h.

Output drafts only; I approve before anything goes out.