I will automate client onboarding with make, hubspot, google drive and slack

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Marius E
automate client onboarding with make, hubspot, google drive and slack
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automate client onboarding with make, hubspot, google drive and slack
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automate client onboarding with make, hubspot, google drive and slackautomate client onboarding with make, hubspot, google drive and slackautomate client onboarding with make, hubspot, google drive and slackautomate client onboarding with make, hubspot, google drive and slack

About this gig

Won a deal? Then comes the admin: folders, welcome emails, forms, Slack updates and chasing people for missing info. I automate all of it, so every client starts the same way without you lifting a finger.


When a deal is marked Won in HubSpot, the system can:

- Create the client's Google Drive folder and welcome pack

- Send client and provider intake forms

- Open a Slack thread for the project

- Use Claude to write a project briefing for your team

- Chase missing forms on a schedule you control, and stop once they're done


I built this as a 4-scenario, 61-module Make system and tested it end to end on real data:

- Safe to re-run: guards prevent duplicate folders or emails

- About 75% fewer polling operations, so your Make plan lasts longer

- Reminder schedules managed from a simple Google Sheet


What you get: working Make scenarios, a walkthrough, and notes so your team can adjust them.


Message me before ordering with your current process and I'll suggest the right package.

  • AI engine

    • Claude

  • Programming language

    • Other

Get to know Marius E

Marius E

AI Automation Specialist for Make, AI and CRM Workflows

  • FromUnited Kingdom
  • Member sinceJan 2026
  • Avg. response time1 hour

  • Languages

    English
I'm an AI Automation Specialist helping small businesses save hours every week by automating repetitive work with Make.com, AI (Claude/OpenAI) and the tools you already use: HubSpot, Google Workspace, Gmail and more. I build practical, documented workflows: lead capture and AI qualification, CRM updates, personalised follow-up emails, smart inbox sorting and client onboarding. Every build includes error handling and a handover guide. Background: BSc (Hons) Business & Marketing and 5+ years running a digital services business, 270+ projects delivered for UK and international clients.

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