AI Agent
Client Onboarding Orchestrator
Turns a signed contract into provisioned accounts, a kickoff schedule, and a populated project workspace.
Demo video coming soon
The problem
What wasn't working.
Every new client triggered the same fifteen manual steps across six tools, and any missed step surfaced as a bad first impression.
The build
How we built it.
- Contract signature as the single trigger
- Account provisioning across every internal tool
- Project workspace generated from a template
- Kickoff scheduling with automatic calendar invites
- Welcome sequence with owner assignment
Results
What changed.
4 days → 1 hr
Time to onboard
15
Manual steps removed
0
Missed setup steps
Workflow
- Contract signedTrigger
- Provision accountsAction
- Build workspaceAction
- Schedule kickoffAction
- Welcome sequenceAction
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Let's find what's worth automating.
Book a 30-minute call. We'll map your processes and tell you honestly whether there's enough there to be worth our time.