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Use case

Automate client onboarding

Every new client gets the same flawless welcome.

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You ask

“When a new client signs, send the welcome packet, create their folder, and schedule the kickoff.”

What the worker does

  1. 1

    Trigger when a new client deal is marked as closed/won in your CRM.

  2. 2

    Draft the welcome email and assemble the onboarding packet from your templates.

  3. 3

    Create a client folder in Google Drive and copy in your starter documents.

  4. 4

    Propose meeting times from your calendar and queue everything for your approval.

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.

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Questions

Can it run the same onboarding checklist every time?
Yes. Describe your onboarding sequence once—welcome email, folder setup, kickoff scheduling—and the worker runs it for every new client. Each step waits for your approval.
Does it create folders and files automatically?
Yes. It creates the client folder, copies in your starter templates, and sets folder permissions. Any external communication—email, calendar invite—is drafted and queued for your approval first.
Can it connect to my CRM?
Yes. You can trigger onboarding from a closed deal in HubSpot, Salesforce, or Pipedrive. The worker pulls client info from your CRM and syncs onboarding progress back.

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Automate client onboardingStart free