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Client Intake Automation Blueprint (Make.com + Calendly + Gmail)

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Client Intake Automation Blueprint (Make.com + Calendly + Gmail)

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Automate your entire client intake process — no code required. This Make.com scenario connects Calendly, Gmail, Google Sheets, Trello, and Slack to save you hours of manual work.

What’s inside:
– Auto-generated Calendly links for each client
– Personalized email follow-ups via Gmail + ChatGPT
– Auto-logged data in Google Sheets
– Trello tasks + Slack pings to keep your team moving

Built for freelancers, consultants, and agencies.
Start onboarding like a pro — instantly.


Video tutorial: [YouTube link]
License: Free for personal or business use. Redistribution not allowed.

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