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Client Onboarding Packet Generator

by Meet SoniUpdated Aug 2026

RequiresOpenAI

Gmail

1/5

STEPS · 5

Starts on an incoming request

On a webhook, generates a client onboarding packet with OpenAI, emails it via Gmail, and responds to the webhook.

Generate student tests from PDFs using AI and Google Docs

On form submission, extracts an uploaded PDF, drafts a student test with OpenAI, saves it to Google Docs and Drive, and emails it via Gmail.

On a webhook request, drafts a proposal with Anthropic Claude, renders it to PDF, emails it via Gmail, and updates the CRM.

From a form submission, processes question-answer pairs with OpenAI and stores the entries in a data table.