Save 2.5 hours/week and reduce onboarding errors by 60% by automating both client emails and team task creation together.
~3 hrs
Saved / wk
Medium
Setup
No AI
AI
When you mark a deal as won in your CRM or add a client to Notion, Make automatically sends the welcome email AND creates a full onboarding task list in Todoist (a task management app) for your team. You handle both client communication and internal prep in one shot.
~3 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Set up a Notion client database as your source of truth for new client records
Step 2: In Make, create a scenario triggered when a new entry is added to your Notion database
Step 3: Add an email send module — paste in your standard onboarding email template and map the client name and email fields from Notion
Step 4: Add a Todoist module to create a new project named after the client with your standard onboarding task list as subtasks
Step 5: Run a test with a sample client record and confirm both the email sends and the Todoist project creates correctly
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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.
