The moment it happens

Create a client onboarding Doc and announce it in Slack

Each new client form creates an onboarding Google Doc from your template, filled with their details, and posts the link to #clients in Slack.

Runs: The moment it happens
Apps: Google Docs, Slack
AI: Not needed
Access: service account; chat:write, channels:manage

Send this to your assistant

Create a ClickRuntime automation: when a new client form arrives, fill my onboarding Doc template with their details and post the link to #clients in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Add to ChatGPT Add to Claude

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A marketing agency signs a few new clients a month. Each one needs an onboarding document with contacts, goals, scope and kickoff dates, and the team needs to know the client exists. In practice the account manager copies last client's document, misses a field or two, and announces it in Slack whenever they remember.

With this automation, the intake form starts everything. A fresh copy of your onboarding template is filled with the client's answers and the link is posted to #clients, so the whole team sees the new client and their details in the same minute.

What you get out of it

Every client starts the same way
Each onboarding Doc comes from the same template with the same sections. Nothing gets left out because someone copied an old file.
The team knows straight away
The Slack post tells delivery, finance and support that a new client has signed. Everyone can open the same document.
Details typed once
The client's answers on the form go straight into the document. No retyping names, contacts or goals from an email.
Works for contracts too
The same flow can fill a contract or statement of work template. Use one template per document type.

How it works

What happens, step by step

When your new client form is submitted, ClickRuntime receives the client's details.
It makes a copy of your onboarding Google Doc template, named after the client.
Each placeholder in the copy is replaced with the client's answers from the form.
A message with the client name and the Doc link is posted in your #clients Slack channel.

Before it runs live

Connect Google Docs
Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Create a client onboarding Doc and announce it in Slackjust nowSucceeded

Slack · #clientsNew client: Acme Outdoor. Onboarding doc: docs.google.com/document/d/...

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Google Sheets
Combine it with other Google Docs and Slack steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

client_onboarding_docs_and_slack_channel.pyexample

from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_event, credentials, notify

TEMPLATE_ID = "your-onboarding-template-id"

@on_event
def handle(event):
    form = event.json or {}
    company = form.get("company")
    if not company:
        return {"skipped": "no company"}
    creds = Credentials(credentials.connection("google", "work"))
    doc_id = build("drive", "v3", credentials=creds, cache_discovery=False).files().copy(
        fileId=TEMPLATE_ID, body={"name": f"Onboarding - {company}"}).execute()["id"]
    reqs = [{"replaceAllText": {"containsText": {"text": "{{" + k + "}}"}, "replaceText": str(v)}} for k, v in form.items()]
    build("docs", "v1", credentials=creds, cache_discovery=False).documents().batchUpdate(documentId=doc_id, body={"requests": reqs}).execute()
    notify.slack(f"New client: {company}. Onboarding doc: https://docs.google.com/document/d/{doc_id}/edit", channel="#clients")
    return {"doc": doc_id}

FAQ

Common questions

What goes into the template?

Write placeholders such as {{company}}, {{contact}} or {{start_date}} anywhere in your Google Doc. Each is replaced with the matching answer from the form.

Where are the new documents saved?

In the same Drive folder as the template, named after the client. You can move them into a client folder or pick a different folder in the script.

Can it create a dedicated Slack channel per client?

Yes, with a connected Slack account that can create channels. The script can open a channel named after the client and post the Doc link there as well.

What permissions does it need?

service account; chat:write, channels:manage. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happensAI

Draft RFP answers in a Google Doc and share them in Slack

Send an RFP questionnaire to a link and get a Google Doc with a draft answer to every question, based on your company profile, posted to #sales for review.

See how it works

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