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$
USD
I will build a client onboarding automation system for your agency
United Kingdom
I speak English, Polish, Spanish, German, French, Afar, Italian, Afrikaans, Arabic, Belarusian, Bulgarian, Bengali, Tibetan, Czech, Welsh, Danish, Greek, Persian, Estonian, Finnish, Irish, Scottish Gaelic, Galician, Gujarati, Hebrew, Catalan, Hindi, Croatian, Haitian, Hungarian, Armenian, Japanese, Icelandic, Kurdish, Latin, Luxembourgish, Korean, Maltese, Lithuanian, Zulu, Chinese, Vietnamese, Urdu, Tahitian, Ukrainian, Cree, Indonesian, Georgian, Latvian, Macedonian, Nepali, Dutch, Mongolian, Slovak, Norwegian, Punjabi, Burmese, Albanian, Romanian, Russian, Turkish, Swedish, Slovenian, Portuguese
1 order completed
Automation Specialist
I’m Kacper Kolasa, a UK-based Automation Specialist with a Computer Science degree from the University of Birmingham. For 5+ years I’ve helped businesses eliminate manual work, cut costs, and scale fa...
About this Gig
I build client onboarding systems for agencies using n8n so new clients are set up consistently: intake -> brief -> folders -> tasks ->notifications.
Typical flow I can automate:
Intake form structured brief (Google Docs or Notion)
Create Google Drive folder structure + share access
Send welcome email + asset/access checklist
Optional reminders for missing items (email/Slack)
Create project + tasks in Notion / ClickUp / Asana / Monday
Team notifications in Slack/email with links
Log onboarding status in Sheets/Notion
Built with: n8n (self-hosted or cloud) + Google Workspace, Notion, ClickUp, Asana, Monday, Slack, HubSpot/Pipedrive, webhooks/APIs.
What you get: working workflow(s) in your n8n, templates if needed, testing with sample data, and a short Loom walkthrough (SOP on Standard/Premium).
What I need: your tools, how onboarding starts (manual/form/deal won), your current steps, any templates, and who gets notifications.
Scope note: 1 workflow = 1 trigger + up to X steps (by package). Extra apps/workflows available as extras.
Keywords: n8n automation, workflow automation, client onboarding, agency onboarding, Notion automation, ClickUp automation, Google Drive
Domain:
Programming & Tech
Language:
English
•
Polish
•
Spanish
FAQ
Is this “AI” or is it normal automation?
Primarily automation/integrations in n8n. If you want, I can also add AI steps (like generating a first-draft brief), but it’s optional.
Do you build in Zapier/Make?
This gig is for n8n. If you’re on Zapier/Make and want the same outcome, message me and I can tell you the best approach.
What access do you need?
Usually: access to your n8n instance and the apps you want to connect (or you can connect accounts yourself while I guide you). No passwords in chat.
What counts as “1 workflow”?
One trigger (e.g., form submitted / deal won) and a defined set of steps (create doc, folders, tasks, notifications, logging). Multiple triggers/branches may require additional workflows.
Can you match my agency templates/process?
Yes. Share your current onboarding steps and any templates. If you don’t have them, I can provide clean templates.
Can you include reminders for missing assets?
Yes (usually Standard/Premium). You choose timing (e.g., 24/48/72 hours) and channel (email/Slack).
Do you provide documentation?
Yes. I include a Loom walkthrough, and Standard/Premium include an SOP so your team can edit the workflow later.
Self-hosted n8n or n8n Cloud?
Either works. If self-hosted, I’ll follow your environment constraints (Docker/VPS/etc.) and keep it simple and maintainable.
What if my setup is complex (CRM + approvals + many tools)?
That’s doable, but it usually needs Premium and/or extras (more workflows/apps). Message me your stack and I’ll recommend the right package.
