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.
Set up a Notion client database as your source of truth for new client records
In Make, create a scenario triggered when a new entry is added to your Notion database
Add an email send module — paste in your standard onboarding email template and map the client name and email fields from Notion
Add a Todoist module to create a new project named after the client with your standard onboarding task list as subtasks
Run a test with a sample client record and confirm both the email sends and the Todoist project creates correctly
Create a free account to get the steps written out for your tools, click by click.
Create a free accountSave time each week and cut onboarding errors by automating client emails and team task creation together.
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