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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 →

1

Create a dGENIX account or log in

2

Go to Dashboard → Connectors

3

Connect Google Drive & Google Calendar & Google Mail and grant access

4

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

View all skills →

Lead Research & Outreach

From a name to a personalized cold email: GENI researches the lead and writes the pitch.

Renewal & Upsell Intelligence

Never miss a renewal: GENI flags expiring contracts and upsell opportunities.

Voorstel Generator

From briefing to send-ready proposal in minutes, not hours.

Get started with Client Onboarding today

Sign up for early access and activate your first skills as soon as dGENIX goes live.

Join the waitlist →All skills →

In the documentation

Client OnboardingDocumentationSkills marketplaceDocumentationSkills explainedDocumentation

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Works well with

Lead Research & OutreachFrom a name to a personalized cold email: GENI researches the lead and writes the pitch.Renewal & Upsell IntelligenceNever miss a renewal: GENI flags expiring contracts and upsell opportunities.Voorstel GeneratorFrom briefing to send-ready proposal in minutes, not hours.