What you import
Welcome → document request → checklist update. Change nouns to tenant, patient, or client.
n8n · Make · Zapier
Welcome, docs, and a checklist that actually updates.
The job is booked, then the first week turns into a scavenger hunt. This pack sends the welcome, requests the missing docs, and ticks the checklist.
Before: three emails you meant to send. After: a dated sequence and a checklist row.
Welcome → document request → checklist update. Change nouns to tenant, patient, or client.
n8n · Make · Zapier
Gmail, Google Drive, Notion or Airtable.
30–40 minutes once your docs live in Drive.
You supply the documents. The pack sends and checks boxes. It does not sign leases or store PHI in a new database.
New-patient packet, forms request, and a reminder that the chair time is held.
Consult-to-first-visit packet. Calm tone. No before-photo demands in public channels.
New-client welcome, records request, and first-visit checklist for the pet.
Engagement packet request and a checklist you can show later.
Welcome, required docs, move-in checklist. No spreadsheet graveyard.
New account onboarding: access notes, gate codes, billing email.
Onboarding sequence in n8n (import this)
Video posting soon.
START-HERE.pdf page 1. Credentials. First live node. Email hello@ if a node name moved.
Preferred implementation partner is listed on Partners. Other approved shops later. We do not hold the file hostage.