See how businesses scale with automation
Explore real stories of workflows redesigned — faster intake, cleaner data, and measurable results across industries.
N8N Client Onboarding & Kickoff Automation
Turning a slow, scattered onboarding process into one automated sequence — from signed contract to a fully-prepped kickoff call.
Challenge
The client, a done-for-you content agency, had an onboarding process that was slow and disorganised, spread across emails and shared folders. Verifying contracts and payments, briefing new clients, and getting a kickoff call booked all took manual chasing — creating a drawn-out, inconsistent start to every engagement.
Resolution
- Built an N8N workflow that automatically verifies each new contract and payment before onboarding begins
- Used AI to customise the client questionnaire based on the details submitted, so every brief arrives tailored rather than generic
- Scheduled the kickoff call directly in Microsoft Teams and captured the conversation with Fathom, so no notes are lost
- Extracted design amendments and requirements from the call notes automatically, keeping design briefs accurate without manual transcription
- Ran the entire sequence end-to-end on N8N, integrated with OpenAI and Fathom, without anyone needing to intervene once it’s live
Impact
- Cut onboarding time by 60%, compressing what used to be days of back-and-forth into a single automated sequence
- Freed the team to walk into every kickoff call fully prepped, without lifting a finger
- Removed manual chasing for contracts, payments and scheduling entirely
Stack
Tools used: N8N, OpenAI, Fathom, Microsoft Teams
Get this result
Tell us your main workflow pain point. We will outline the fix on a short call.