Categories / Scheduling & Appointments

Training business auto-sends welcome packs and session reminders

med specificsAdded 2026-10-14
Business
Training/coaching business with trainers
Task
When a booking is marked for onboarding, generate a personalized PDF schedule and email the welcome pack (trainer CC'd); 30-day and 7-day reminders
Result
Every client gets a welcome pack and reminders with no manual sending; no metrics
Tools
  • n8n
  • Google Sheets
  • Google Docs (temp PDF)
  • Gmail
Setup
  1. Two workflows: sheet trigger for onboarding, daily 8am check for sessions 30 or 7 days out
  2. sheet updated to prevent resends
  3. temp Docs deleted after
Source
reddit.com ↗
Specifics rating
med specifics high = concrete numbers/quotes; med = partial; low = qualitative

Results as reported by the source; not independently verified.

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