Overview

Objective:

Automate the onboarding process for new clients in service-based businesses using a centralized Google Sheet and conditional logic in Zapier. The system sends a personalized email and simulates a WhatsApp message when a valid mobile number is available.

Impact:

Reduces manual work, ensures timely communication with clients, and lays the foundation for scalable, personalized onboarding flows across multiple channels.

Tools used

• Zapier (automation)
• Gmail (email delivery)
• Google Sheets (client database)

Automation flow

Google Sheets → Zapier Trigger → Gmail (email) → Filter (valid mobile) → Gmail (WhatsApp simulation)

This automation welcomes new clients when: