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VETTED AUTHORITY

Template 08 · In the Vetted Small-Business Automation Pack

New client onboarding to Notion page, checklist and welcome email

What it automates

One internal form creates the client in Notion, adds a dated onboarding checklist for their package, and sends a welcome email with the next steps.

Last updated

Tested on: Not yet tested

Included in the Vetted Small-Business Automation Pack. It is not a separate download.

Checkout is not open yet. The pack goes on sale once the checkout provider is set up.

The flow

STARTS WHENInternal intake formSTEPCreate Notion client pageSTEPBuild dated checklistSTEPCreate Notion tasksRESULTWelcome email to client

Who it is for

Agencies, consultants and studios that onboard clients from a checklist in their head.

Human approval

None needed: AI writes nothing a customer sees here. Customer emails are fixed text you edit in the workflow.

When something fails

If Notion rejects the client page after 3 tries you get an email and no tasks or welcome email are created, so nothing goes out for a client who was not created.

Apps and accounts you need

  • Notionclient record and checklist tasks · verified pricing
  • Gmailsends the welcome email · official page
  • n8nruns the workflow (n8n Cloud or self-hosted)

Running cost estimate

At 10 new clients a month: 10 executions a month fit n8n Cloud Starter (2,500 executions a month): €20/mo billed annually. Last verified on n8n's pricing page.

One run is one n8n execution, however many steps or waits it has. The cost of the apps themselves is separate (see Notion pricing). Make: no estimate until the Make version exists, because Make bills per module action.

Check n8n pricing on the official site

Plain link to n8n's pricing page. We have no affiliate relationship with n8n.

Setup overview

  1. In n8n, open Workflows, choose Import from File, and select n8n.json.
  2. In Notion create a Clients database (Name, Email, Package, Start date) and an Onboarding tasks database (Task, Client, Due, Done).
  3. Share both with your Notion integration and copy their data source IDs into Configure me, with your name, business name and email.
  4. Edit the checklist in Build checklist.
  5. Create credentials: Notion and Gmail.
  6. Run one test with your own data, check every step's output, then switch the workflow to Active.

Known limits

  • Uses Notion data source IDs (Notion's current API model); older database IDs need converting.

Platform status

n8n
Workflow file ready. n8n-mcp 2.94.0 validate_workflow (strict profile): 0 errors (Oct 17, 2026). Validation is not a live run.
Make
Make version in progress: blueprints are published only after they pass Make's own validator.

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