New Customer Onboarding
When a sales deal is won, this automation opens a Notion page for the new customer (pre-filled with project details and contact info), sends them a warm welcome email, and notifies your team on Slack. It standardizes your onboarding process and makes a great first impression, automatically.
Automation flow
Deal Won
Triggers when a status column in Google Sheets changes to 'Won'.
Create Notion Page
A new customer page opens in your Notion database.
Welcome Email
The customer gets an email outlining next steps.
Notify Team
Your team gets a Slack notification for the new customer.
How it works
The Google Sheets trigger checks for row updates every minute. Once the Status column becomes Won, three things happen in parallel: a Notion customer page is created (pre-filled with project details), the customer gets a warm welcome email, and your team gets a Slack notification.
Services used
What you'll need
- n8n (Cloud trial or self-hosted)
- Google account (Sheets)
- Notion (free plan works fine)
- Gmail
- Slack
What's included
- Completely free — download in exchange for your email
- Notion template included
- Welcome email comes with sample copy
- Customizable fields in 5 minutes
Estimate what this could save you
3.6 hours/month
≈ $108/month in your time
A rough estimate based on what you enter above — not a guarantee. Actual time saved depends on your process.
Works well with this automation
Client Onboarding & Project Kickoff
The moment a contract is signed, creates a Notion project page, emails the client a welcome packet, and notifies your team.
Customer Churn Risk Alert
Checks your customer activity sheet daily and flags anyone going quiet — before they cancel, not after.
Project Delivery & Approval Tracking
When a deliverable is uploaded, the client gets an approval link automatically; their response updates Sheets and notifies your team.
Questions about this template
No account needed — the download link lands in your inbox instantly.
Structurally validated: automatically checked for valid n8n format before every deploy.
- Difficulty
- Easy
- Setup time
- ~20 min
- Integrations
- 4
- Node count
- 5
- Format
- .json + guide