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Case Studies

Workflow Automation / Operations

Reducing New-Member Onboarding Time by 40% Through Workflow Automation

The Cave Calls

Designed and implemented workflow automations using Make.com and n8n to streamline new-member onboarding and reduce manual operational work.

40% reduction in onboarding time

  • Make.com
  • n8n
  • Airtable
  • Google Workspace
Onboarding workflow
  1. Member Intake
  2. Data Processing
  3. Automated Communication
  4. Follow-up
  5. Completion

Challenge

New-member onboarding depended on manual coordination, which slowed the process and created repetitive operational work.

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Approach

Mapped the existing onboarding path end to end, then designed automations to remove the manual handoffs between intake, data entry, and communication.

Process

Member intake feeds structured data, data processing prepares records, automated communication goes out, follow-up is tracked, and onboarding is marked complete.

[Add specific tool/integration here]

Tools

Make.com, n8n, Airtable, and Google Workspace.

Execution

Built and implemented the automations, then supported adoption across the operations workflow.

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Outcome

Onboarding time reduced by 40%, with less manual operational work per new member.

[Add additional outcome here]

Lessons

Automation works best after the process itself is clear — mapping the workflow first made the automation simpler and more reliable.

[Add personal lesson here]