Client Onboarding Setup

Sets up client folders, docs, channels, and sends a welcome email.

What It Does:

Gavna sets up folders, channels, docs, workspaces, and sends a welcome email for each new client.

Example Uses:
  • Onboard a new client after a contract is signed

  • Create a dedicated workspace for communication and files

  • Ensure every client gets a consistent welcome package

  • Add clients in your CRM without manual data entry

How Gavna Performs This Skill:

Gavna takes a client information and automatically creates anything you need such as Google Drive folders, a Slack channel, and a shared Google Doc. It can also add the client to your CRM and send a personalized welcome email.

Getting Started:
  1. Add skill to any project

  2. Give Gavna client information or use onboarding form

  3. Gavna will instantly set up the workspace, update your systems, and send the welcome email