Client onboarding
Every new client gets the same flawless welcome.
You ask
“When a new client signs, send the welcome packet, create their folder, and schedule the kickoff.”
What the worker does
- 1
Kick off the moment a new client is marked as signed.
- 2
Draft the welcome email and assemble the onboarding packet.
- 3
Create the client's folder and copy in the starter templates.
- 4
Propose kickoff times from your calendar — you approve each step.
Result: Sent the welcome email, created the client folder, proposed kickoff times.
Hand off client onboarding
Delegate it once and a worker handles it from here — you keep approval.
Questions
Can it run the same checklist every time?
Does it create the folder and files itself?
More tasks teams delegate
Inbox triage
Clear the inbox without losing the thread.
See how it works →Lead follow-up
Every new lead gets a same-day reply.
See how it works →Recurring reporting
The weekly update writes itself.
See how it works →Slack standup automation
Run the daily standup without chasing anyone.
See how it works →Invoice & payment follow-ups
Chase overdue invoices so your cash flow doesn't stall.
See how it works →Meeting notes & follow-ups
Turn every meeting into action items and a sent follow-up.
See how it works →Automated Google Sheets reports
The weekly report builds itself from your spreadsheet.
See how it works →Contract sending & e-signature
Send, track, and file every contract for signature.
See how it works →Automated review requests
Ask happy customers for a review at exactly the right moment.
See how it works →