Automation

Client Onboarding Automation - JotForm to Monday.com

JotForm & Monday.com Automation Specialist

Business summary
Operations automation • Automate document handling and eliminate duplicates
  • Eliminated repetitive manual steps across the workflow
  • Faster response time and fewer missed handoffs
  • Error handling and edge-case coverage to reduce operational risk

What I built

Built a paperless client-onboarding system for a digital marketing agency, connecting JotForm to Monday.com. I designed a multi-page, multilingual JotForm onboarding form with a progress bar, document uploads, conditional logic and notifications that collects each new client's company details and access to their marketing tools - Google My Business, Google Tag Manager, Search Console and Microsoft Clarity. A JotForm-to-Monday integration turns every submission into a structured board item, mapping answers to the right columns, so client data lands in Monday.com ready for the team to action.

Tech stack

JotFormMonday.comConditional LogicClient OnboardingWorkflow AutomationJotForm Monday IntegrationMultilingual FormsDocument UploadsData Mapping