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Send Client Welcome Email

Send a tailored welcome email when client intake details are ready

Use this Agent instantly or customize it - no programming needed

Welcome a client after a new intake
Reads
  • New client intake
    New client intake

    Your client's form submission starts a welcome run when it creates an intake item.

  • Client intake item
    Client intake item

    Your intake item holds the client's answers, folder link, owner, and welcome status.

  • Welcome message settings
    Welcome message settings

    Your chosen subject, message style, and next steps shape the client's welcome.

Client intake board
Client intake board

Your client intake board holds intake answers, tracks welcome status, and alerts the account owner.
Does the intake already show a sent welcome?YesNo
Stop without sending another email
Are client details or the shared folder link missing?YesNo
Mark intake waiting and tell the owner what to add
Writes
  • Waiting status
    Waiting status

    Your intake item shows waiting while the owner fills in missing welcome details.

  • Missing details notice
    Missing details notice

    The account owner sees the missing fields on the intake item.

Draft and try to send the client welcome email
Writes
  • Welcome email
    Welcome email

    Your client receives their project details, next steps, and shared folder link.

Email account
Email account

Your email account drafts and sends the welcome to each client's email address.
Email account
Did drafting or sending fail?YesNo
Leave intake unsent and alert the owner to the error
Writes
  • Delivery error notice
    Delivery error notice

    The account owner sees the delivery error on the intake item so they can retry.

Mark welcome sent and confirm delivery to the owner
Writes
  • Sent status
    Sent status

    Your intake item shows the welcome was sent, with the message ID and time.

  • Delivery confirmation
    Delivery confirmation

    The account owner sees the send confirmation on the intake item.

Send a welcome after the folder link arrives
Reads
  • Shared folder link update
  • Client intake item
  • Welcome message settings
Client intake board
Does the intake already show a sent welcome?YesNo
Stop without sending another email
Are client details or the shared folder link missing?YesNo
Mark intake waiting and tell the owner what to add
Writes
  • Waiting status
  • Missing details notice
Draft and try to send the client welcome email
Writes
  • Welcome email
Email account
Did drafting or sending fail?YesNo
Leave intake unsent and alert the owner to the error
Writes
  • Delivery error notice
Mark welcome sent and confirm delivery to the owner
Writes
  • Sent status
  • Delivery confirmation

This Agent waits for a new client intake item or an added folder link. It checks the details and sends the welcome when ready. You get confirmation or a request for missing information.

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Made for your industry

Send Client Welcome Email is made for businesses in these industries.

Made for your role

Send Client Welcome Email is made for people in these roles.

Made for your department

Send Client Welcome Email is made for people in these departments.

How Send Client Welcome Email works

5 steps, in order, on every run.

  1. Read the client intakeRead the new intake item or updated folder link. Gather the client's answers and current welcome status from the board.
  2. Check the welcome statusCheck whether the welcome already went out. Stop here if the intake shows sent.
  3. Resolve missing detailsCheck the client details and shared folder link. Mark the item as waiting and tell the account owner what's missing before sending.
  4. Draft and send the welcomeDraft a welcome with the client's project details and your chosen next steps. Include the shared folder link, then send it.
  5. Confirm the resultRecord the message ID and send time on the item. Notify the owner there, or report a delivery error if sending fails.

How to Get Started

Connect your tools

Connect the tools you already use, such as Gmail, Google Drive or Microsoft Outlook.

24 tools
Set your rules
  • Choose the client intake form's board and map its client name, client email, project type, project details, account owner, shared folder link, and welcome status columns.
  • Set the welcome status values for waiting on details and sent, and identify the account owner who should receive item notifications.
  • Provide the welcome message style, standard next steps, sender account, and subject line; arrange for the folder-link column to contain a client-accessible link before the email is sent.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Send Client Welcome Email:

What do I need to set up?

You choose the intake board, sender account, welcome wording, and standard next steps. Map the client details and folder link so the Agent can use them.

Will it send if the folder link is missing?

No. The account owner sees a request on the intake item naming the missing details. You add the shared folder link to the mapped column when it's ready.

How do I avoid sending the same welcome twice?

The Agent checks the intake's welcome status before sending. If it already says sent, the run stops. After a successful send, the item records the message ID and send time.

What if the email cannot be sent?

The item stays unsent, and the account owner gets the delivery error. You can correct the issue and retry the welcome.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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