I Built a Client Portal in Zite with Stripe, PDFs & ChatGPT

Are you tired of juggling onboarding forms in one tool, project files in another, and payment processing somewhere else entirely? Your client onboarding workflow is probably fragmented across multiple platforms that don't talk to each other, leaving you stuck with manual data entry, disconnected processes, and a clunky experience for your clients. This tutorial walks you through building a complete client onboarding portal in Zite using just a few prompts, then upgrading it with Stripe payment integration, automated PDF generation, and AI-powered data enrichment. By the end, you'll understand how to create professional business applications that handle payments, generate documents, and leverage AI, all without writing code. 🗝️ Key Takeaways ✅ Build a full client onboarding portal from a single detailed prompt using Zite's Plan First feature ✅ Integrate Stripe payments directly into your app so clients can pay deposits without leaving the portal ✅ Generate branded PDF documents automatically from form submissions and onboarding data ✅ Add AI enrichment fields that summarize client information, recommend services, and flag missing details ✅ Connect your Zite application to ChatGPT or Claude for advanced AI querying of your database ⏰ Video Chapters: 00:00 - Building a client onboarding portal with Zite 00:56 - Free Zite credits and getting started 01:40 - Creating the initial application prompt 02:25 - Using Plan First to refine app requirements 03:07 - Defining user roles and onboarding logic 03:52 - The problem: fragmented onboarding workflows 04:33 - Visualizing the app before it's built 05:24 - Why prompt quality determines app quality 06:04 - Reviewing the AI-generated application plan 06:51 - Client dashboards, onboarding forms, and team tools 07:28 - Editing plans and collaborating with AI 08:18 - Reviewing the first version of the application 09:00 - Testing the client onboarding experience 09:39 - Adding Stripe payments with a single prompt 10:17 - Building payment workflows in Zite 11:05 - Embedded Stripe checkout inside the app 11:52 - Creating PDFs from application data 12:44 - Generating onboarding summary PDFs 13:32 - Internal team views and document generation 14:16 - Storing and managing generated PDFs 15:08 - Surfacing PDFs inside the client portal 15:50 - Understanding Zite's data layer 16:39 - Workflows, users, and application architecture 17:32 - Adding AI enrichment to onboarding data 18:23 - AI summaries and service recommendations 19:15 - Identifying missing information with AI 20:04 - Connecting Zite to ChatGPT and OpenAI 20:45 - Querying application data with AI 21:25 - Recap: payments, PDFs, AI, and integrations 22:10 - Final thoughts and next steps _________________________________________ Book a FREE Inquiry Call for expert help with Airtable. 👉 https://gapconsulting.fillout.com/inq... 📩 Stay Updated on No-Code Tutorials! Subscribe for the latest Airtable strategies and automation guides. 👉    / @garethpronovost   💬 Have Questions? Drop a comment below—we reply to every question! #GAPConsulting #GarethPronovost #Airtable #Zite #VibeCoding