Welcome new clients from their intake form

Every hour this workflow reads your client intake sheet, writes a personalised welcome email for each new client, shows it to you, and either sends it or leaves it in your Gmail drafts.

Nothing reaches a client without a person seeing it. For each new intake row the workflow pauses and shows you the full email and who it would go to. Type 'send' and it goes out under your name. Type anything else - or leave it unanswered, which is what an unattended run does - and it is saved as a Gmail draft instead.

A second tab in the same spreadsheet is the record of who has already been welcomed. Every client is written to that tab before their email leaves, and the tab is read back at the start of every run, so re-running the workflow - or running it twice by accident - can never welcome the same client twice. The intake sheet itself is only ever read, never changed.

A half-filled row is skipped rather than papered over: a row missing a name, an email address or the intake notes is reported and left for you to complete, and an address that is not a valid email is skipped too. One row that fails is logged and skipped while the rest are still handled.

To set it up: paste the spreadsheet link, name the tab your intake responses land in (its header row needs Name, Email and Notes columns), add a second tab with the headers Email, Name, Outcome and Welcomed at and name that too, then give your firm's name and a short description of what it does and how you like to sound.