Onboardly

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.

What Onboardly does today:

⚡ Automatic onboarding after every payment

📁 Creates organized Drive folders

📊 Updates your client details

📨 Sends welcome emails from your inbox

🔔 Notifies your team instantly

🎟 Generates Discord invite links

📅 Optional Calendly redirect for welcome calls

I’d love your feedback, ideas, or feature requests.

Thank you for checking out Onboardly and supporting the launch! 🙌