Revolutionize Onboarding: Automate Processes with AI and Make

Just wrapped up an onboarding automation for a client that cut their process from 5 hours to 10 minutes. All thanks to Make and a smart AI workflow. Here’s a quick breakdown of how it works: • AI reads cold email replies and flags interested leads • Qualified leads are added straight into the CRM and start a nurturing sequence • When someone books a meeting, the pipeline updates automatically • After the sales call, AI writes up a personalized proposal (scope, pricing, client info—all done) Once a lead becomes a client, the real magic kicks in: • Google Drive folders create themselves with the right permissions • Welcome emails go out with next steps • CRM stages update automatically • A private Slack channel spins up so communication stays smooth Most people think of AI for marketing—but using it behind the scenes like this is where you really unlock time and create a next-level client experience. Happy to chat more if anyone’s curious about setting something like this up. Sharing this here in case it sparks ideas or helps someone streamline their own ops.