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Day 3 of 60 — and today's build is one I think a lot of freelancers and agencies will relate to.

DEV Community·Cess Mbugua·about 1 month ago
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#ai#automation#showdev#client#claude#welcome
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I built a fully automated client onboarding pipeline that kicks in the moment a new client submits an intake form. No manual steps. No welcome email to write. No folder to create. No team to brief. All of it — done in under 5 minutes. The Problem I Wanted to Solve Manual client onboarding is one of those hidden time drains. Writing a personalised welcome email, creating a Drive folder, generating a project brief, notifying the team, each step feels small but together they eat 45–90 minutes per client. And if you're busy, something always gets missed. I wanted to learn how to wire together form submissions, AI writing, CRM updates, file creation, and team notifications into one seamless pipeline. What Happens Automatically Step 1 — Form Submission Client submits a Typeform intake form. That single action triggers everything. Step 2 — Claude Writes the Welcome Email Claude API (claude-sonnet-4-5) reads the form data and writes a fully personalised welcome email — not a template, an actual tailored message.…

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