Onboard Kit – Automate client onboarding with free tools in 30 minutes

Summary: Onboard Kit automates client onboarding by creating Airtable records and sending welcome emails instantly when a client submits a form. It uses only free tools and requires no subscriptions, with a 30-minute setup.

What it does

It connects a client form to Airtable and SendGrid to automate record creation and email delivery using a ready-to-deploy webhook server and a step-by-step guide.

Who it's for

Freelancers seeking to automate client onboarding without recurring costs or complex setups.

Why it matters

It eliminates manual tasks in client onboarding, saving time and ensuring consistent communication.