How to Automate Client Onboarding with ChatGPT + Notion (No Code System)

Learn how to automate client onboarding using ChatGPT, Notion, Typeform, and Zapier — without writing a single line of code. Perfect for freelancers, agencies, and SaaS founders.

What You’ll Learn:
Create a smart intake form using Typeform
Generate custom welcome emails with ChatGPT
Auto-create dashboards in Notion
Send alerts instantly with Zapier
Full live demo of onboarding automation

Whether you're a freelancer, digital agency, or SaaS founder, this automation will save you hours every week and help close clients faster.

Download the Smart Onboarding Templates: https://www.notion.so/1e79a74a9cef805dbe04d767eeb8b2e9?v=1e79a74a9cef80a589b1000c5c9fcbe4&source=copy_link

Timestamp:
00:00 What Most Client Onboarding Systems Look Like
00:51 What You’ll Learn in This Video
01:19 Tools You Need: Typeform, ChatGPT, Notion, Zapier
02:06 Real-Life Example: Jane the Brand Strategist
02:59 Step 1: Set Up Typeform with Logic and Fields
04:57 Step 2: Connect Typeform to Zapier (Trigger Setup)
05:45 Step 3: ChatGPT Email Automation via Zapier
06:56 Step 4: Auto-Create Notion Dashboard for Clients
08:02 Step 5: Send Notifications with Gmail + Zapier
09:14 Live Demo: Fill Form → Get Email + Notion Workspace
10:45 Real Results: Save Time and Win More Clients
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Видео How to Automate Client Onboarding with ChatGPT + Notion (No Code System) канала KnowHow Academy