Every time a new client is added to your system, n8n sends the onboarding email sequence and logs all client details into a Coda (a connected doc and database tool) tracker automatically. Your team always knows where each client stands in onboarding without anyone updating a spreadsheet.
Create a Coda doc with a table to track clients — include columns for name, email, service, onboarding stage, and email sent date
In n8n, set up a workflow triggered by a new row added to your Coda table or a form submission
Add an email node in n8n to send your Day 1 onboarding email using client fields from the trigger
Add a Coda update node to mark the 'Email Sent' column as complete and log the timestamp
Add Wait and email nodes for Day 3 and Day 7 follow-up emails, updating the Coda stage column after each send
Test the full sequence with a real email address and confirm Coda updates at each stage
Create a free account to get the steps written out for your tools, click by click.
Create a free accountSpend less time on manual data entry and give your whole team real-time onboarding visibility.
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