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.
Create a Notion database with fields for client name, email, company, and service type
Open Make and create a new scenario with Notion as the trigger — set it to watch for new database entries
Add an email action in Make and write your onboarding email template using Notion field variables
Add a delay module in Make to schedule follow-up emails at Day 3 and Day 7
Test with a dummy client entry and confirm all emails send with correct details
Create a free account to get the steps written out for your tools, click by click.
Create a free accountSpend less time writing repetitive emails and get new team members set up faster.
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