Save 2 hours/week on repetitive email writing and cut onboarding setup time by 80%.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
When you add a new client to Notion, this automation triggers a full onboarding email sequence through your email tool — no copy-pasting required. Each email pulls in the client's name, company, and service details so it feels personal, not templated.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Create a Notion database with fields for client name, email, company, and service type
Step 2: Open Make and create a new scenario with Notion as the trigger — set it to watch for new database entries
Step 3: Add an email action in Make and write your onboarding email template using Notion field variables
Step 4: Add a delay module in Make to schedule follow-up emails at Day 3 and Day 7
Step 5: Test with a dummy client entry and confirm all emails send with correct details
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See PlansNotion is an all-in-one workspace where your team can write notes, track projects, build databases, and share knowledge — all in one place. Instead of juggling separate apps for documents, project boards, and wikis, Notion puts everything under one roof. Over 100 million people use it, from solo freelancers to large companies. The free plan is generous. You get unlimited pages, a calendar, email, basic forms, and databases at no cost. When your team grows, the Plus plan starts at $10 per member per month and adds collaboration features. Notion also includes built-in AI that can search across your workspace, write drafts, summarize long documents, and fill in database fields automatically — saving you hours of manual work each week. Where Notion really shines is flexibility. You can mold it into almost anything: a CRM, a content calendar, a hiring tracker, or an internal wiki. It connects with about 197 other apps, including two-way syncing with tools like Jira, GitHub, and Asana. If your business needs one hub to organize everything, Notion is a strong contender.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.
