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Operations

Client onboarding automation

Automated client onboarding from support-ticket intake through Google Workspace provisioning, notifications, retries, and human escalation — saving an estimated 30 minutes per onboarding.

Role
Automation Engineer (contract)
When
Apr–Dec 2025
Stack
Google Workspace · Rewst · n8n · Retool · Make

The challenge

New-client onboarding required repeated manual setup and follow-up. Each onboarding took an estimated 30 minutes of manual work, and failures needed a clear path to a person.

My role

I owned the design, delivery, and maintenance of operational workflows end to end. Across this work I used Rewst, n8n, Retool, and Make.

The workflow

  • A support ticket starts the onboarding workflow.
  • The workflow provisions the new user’s Google Workspace account and notifies both support and the client.
  • Failed steps retry automatically; unresolved failures escalate to a person.

Outcome

The automated flow saves an estimated 30 minutes per onboarding while keeping exceptions visible and recoverable by the support team.