I will automate your client onboarding with make, google drive, gmail and trello

Self-directed portfolio project for Studio Pixel.

I built a no-code client onboarding workflow with Make, Google Sheets, Gmail, Google Drive and Trello.

When a new client is submitted through a form, the workflow detects the new row, creates a dedicated Google Drive folder and subfolders, sends a welcome email, notifies the internal team, creates a Trello card from an onboarding template and prevents duplicate processing using a Make Data Store.

This demo shows how small agencies can organize new-client intake and reduce repetitive administrative tasks.