Onboarding, Invoicing & CRM Sync
When a form is submitted or a purchase completes, the system sends onboarding email sequences and invoices, runs AI analysis on the submission, and writes structured records into the CRM and Google Sheets.
0
Manual admin steps
2
Systems kept in sync
Client
Client name withheld at their request.
How it works
- 1
Triggers on form submission or completed purchase.
- 2
Fires the onboarding email sequence and issues the invoice automatically.
- 3
Runs AI analysis over the submission to extract structured fields.
- 4
Writes the enriched record into both the CRM and Google Sheets.
Tech stack
Want to see it running?
I demonstrate the full workflow live on Google Meet — the canvas, the logic, and the system handling real input. Happy to answer anything the write-up didn't cover.
I don't share workflow JSON. These are custom builds and the architecture is the work.
