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:
Add skill to any project
Give Gavna client information or use onboarding form
Gavna will instantly set up the workspace, update your systems, and send the welcome email