I m excited to share Onboardly, a tool built to automate the entire client onboarding process for creators, coaches, and course sellers. I built Onboardly after years of onboarding clients manually creating Drive folders, sending welcome emails, updating Sheets, inviting people to Discord all of it took hours every week. Now, each Stripe or PayPal payment triggers a fully automated workflow using your own tools, not shared ones.
Onboardly automates client onboarding from payment to activation using your own tools. When someone pays in Stripe or PayPal, Onboardly creates their Drive folder, updates your Google Sheet, sends a welcome email from your inbox, notifies your team, and generates a Discord invite. No Zapier limits, no shared workflows—just simple, fast, fully automatic onboarding built for creators and coaches.