Categories / Scheduling & Appointments

Automate client onboarding and schedule PDFs

Business

pulls that client

Task

They built two n8n workflows around a Google Sheet. One triggers when a new booking is marked for onboarding, pulls that client’s upcoming sessions, creates a temporary Google Doc, turns it into a personalized PDF, emails the welcome pack with the trainer CC’d, then updates the s

Result

The result was that every client automatically got a welcome pack plus 30-day and 7-day reminders with no manual sending. The post says it works well, but gives no hard metrics and the author still thinks parts could be structured more cleanly.

Tools

• n8n

Setup

1. They built two n8n workflows around a Google Sheet. One triggers when a new booking is marked for onboarding, pulls that client’s upcoming sessions, creates a temporary Google Doc, turns it into a personalized PDF, emails the welcome pack with the trainer CC’d, then updates the sheet so it cannot resend
2. a second 8am workflow checks for sessions 30 or 7 days out and repeats the PDF-and-email process for reminders.
3. Catch: The main catch is the te [Card from agentusecases.ai summary
4. original not re-read this run.]

Source

agentusecases.ai ↗

Specifics rating

low specifics high = concrete numbers/quotes; med = partial; low = qualitative

Results as reported by the source; not independently verified.