Save 3 hours/week on email writing and increase client satisfaction scores by sending tailored messages from day one.
~3 hrs
Saved / wk
Medium
Setup
AI-Powered
AI
Instead of sending the same email to everyone, this workflow uses ChatGPT to write a unique onboarding message based on each client's industry, goals, and service package. Make triggers the process the moment a new client record appears in Notion.
~3 hrs
Saved / Week
Some setup required
Setup Complexity
AI Status
Step 1: Set up a Notion client database with fields for name, industry, service type, and key goals
Step 2: In Make, create a scenario triggered by new Notion database entries
Step 3: Add a ChatGPT module — write a prompt that instructs it to draft a warm onboarding email using the client's name, industry, and goals pulled from Notion
Step 4: Add an email send action in Make using the AI-generated text as the email body
Step 5: Review a few test outputs and refine your ChatGPT prompt until the tone matches your brand
Step 6: Turn on the scenario and monitor the first 5 sends to confirm quality
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