Build an Automated Client Onboarding System with NotebookLM & Gemini
Details
Are you spending too much time manually bringing new clients into your business?
Join us for an exclusive, hands-on digital workshop where we will explore how to turn NotebookLM into an onboarding application. You will learn how to leverage your existing business data to automatically extract intake questions and build a streamlined customer experience.
What we will cover in this workshop:
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How to properly prep NotebookLM to generate highly accurate intake questions without citations.
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Using Gemini Canvas to automatically generate a Google Apps Script.
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Running scripts to build a custom Google Form instantly—no coding experience required.
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Linking your form to Google Sheets for data collection.
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Embedding your new system directly into a free Google Site to create a professional onboarding web page.
Whether you are a solopreneur or running a growing agency, this workshop will give you practical AI skills to save time and elevate your client experience.
Resources Provided:
Attendees will receive my complete Prompt Library used for this workflow!
(Preview here: https://drive.google.com/drive/folders/1UIiql8CollYnPMXtp2I4osUOVU-JeuQY?usp=sharing)
RSVP today and start letting AI do the heavy lifting for your business operations!
