Save 2 hours/week on manual email writing and cut client onboarding time by 3 days.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
When you add a new client to your project tracker in Basecamp, Make automatically triggers a personalized email sequence in your email tool. Each email uses the client's name, company, and project details — no copy-pasting required.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Set up a new client project template in Basecamp with a custom field for client email
Step 2: Open Make and create a new scenario (a workflow that runs automatically)
Step 3: Set the trigger to 'New Project Created' in Basecamp
Step 4: Add an action to send an email using Gmail or Outlook with client name and project details pulled from Basecamp
Step 5: Add a delay step and a second email action to send a follow-up onboarding checklist 2 days later
Step 6: Test the scenario with a dummy client and turn it on
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See PlansVisual 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.
