Client Onboarding
Provide the client details and your assistant generates a structured onboarding brief, automatically creates a client folder in Google Drive and schedules a kickoff meeting in your Google Calendar. All in one command.
What can this skill do?
Generate an onboarding brief from an intake form
Create a client folder in Google Drive with standard structure
Schedule a kickoff meeting in Google Calendar
Draft and send a welcome email via Gmail
How do you activate it?
Growth+: Available from the Growth plan (€69/mo). Compare plans →
Create a dGENIX account or log in
Go to Dashboard → Connectors
Connect Google Drive & Google Calendar & Google Mail and grant access
The skill is immediately active in your assistant
Google Drive
Connect via Dashboard → Connectors
Google Calendar
Connect via Dashboard → Connectors
Google Mail
Connect via Dashboard → Connectors
Related skills
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