video1.0<iframe src="https://www.loom.com/embed/cf3ec257d5414872a4b95e9e3cf36c01" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/cf3ec257d5414872a4b95e9e3cf36c01-b9f3d565234a29e4.gif299.84This Loom demonstrates client onboarding automation triggered by a tally intake form submission. When a client submits the intake form, the system checks existing Google Sheets for duplicate emails and stops if the email already exists. For new clients, it simultaneously sends a personalized Zoho Mail welcome email with name, package details, and a kickoff booking link, updates the client CRM spreadsheet with an added role and status set to new, notifies the team in Slack with full client details, creates a structured Google Drive folder with four subfolders, and adds a Notion project entry with client info and a drive link. The workflow completes in under 10 seconds, with error handlers alerting the builder’s inbox including the exact error and a resolution checklist.