Webbies replaced manual onboarding coordination with one automated flow that creates project structure, team communication, and status updates from a single submission.
webbies.bg ->
Before automation, client onboarding needed repeated manual setup in multiple tools. The team had to copy details, create folders and channels, and keep people aligned by hand.
This created delays, context switching, and avoidable mistakes right at the start of new client projects.
We designed an onboarding automation in n8n connected to Google Sheets, Asana, Slack, and Clockify. The flow starts when a new onboarding form row is added.
From that trigger, the system duplicates a project template, fills tasks with real project data, creates a private Slack channel, creates a Clockify project, sends notifications, and marks the onboarding status as completed.
One form response starts the whole onboarding sequence automatically.
Project template is duplicated and renamed using the new client project name.
Core Asana tasks are updated with project info, accesses, sitemap, design, and content.
A private Slack channel is created and the team is notified immediately.
Clockify project is created with estimate logic when valid hours are provided.
Google Sheets status is updated to Completed to avoid duplicate onboarding actions.
Client form submitted -> Manual project setup -> Manual task notes -> Manual Slack setup -> Manual tracking project -> Manual status update
Client form submitted -> n8n flow starts -> Asana template duplicated -> Tasks auto-populated -> Slack + Clockify auto-created -> Sheet status auto-completed
Founder feedback confirmed the onboarding process moved from manual coordination to a clean, repeatable system that runs in minutes.
Simona Georgieva (Founder, Webbies.bg): "From filling one form, folders, projects, chats, and workflows now happen automatically."
If your onboarding still depends on manual setup, we can map your process and build a clean system that runs the same way every time.
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