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Automate client onboarding

Send a welcome email, schedule a kick-off call, and create a shared project folder — triggered when you add a new client.

EmailCalendarFiles

4.8k people have used this template

How it works

1

Click "Use this template"

Start a conversation with Clawly pre-loaded with this template's prompt.

2

Answer a few questions

Clawly asks for the details it needs — your industry, audience, preferences.

3

Get your result

Receive the finished output via Telegram, Slack, Discord, or web chat.

What you'll get

Personalized welcome email with your branding
Calendar invite for a kick-off call
Shared project folder with starter documents

Who is this for

Small business ownersStartup foundersAgency managersFreelancers

Frequently asked questions

Yes. Clawly adapts to any industry — just mention your business type and it will tailor the output accordingly.

Absolutely. Use any template as many times as you need, for different clients and projects. Each run produces unique, tailored output.

Yes, you'll need a free Clawly account. Sign up takes seconds with Google — no credit card required.

You can try Clawly for free with no commitment. For ongoing use, check our pricing page for plans that fit your needs.

Your result is delivered through whichever channel you prefer — Telegram, Slack, Discord, or the web chat. You can copy, edit, and share it from there.

Absolutely. Clawly asks follow-up questions to tailor the output to your specific situation. You can also give additional instructions at any point.

Most templates produce results in under 2 minutes. More complex templates like competitor analysis may take a bit longer as Clawly researches the web.

Yes. Your conversations and data are private and never shared with other users. See our privacy policy for full details.

client onboardingwelcome emailnew client workflow

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Automate client onboarding

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