Client Onboarding System
Automates the whole client onboarding process, from documents and tasks to team chat and the welcome email, so every new client gets the same smooth start.
What it does
- Captures client details and the proposal document through an onboarding form
- Reads the proposal and creates a Google Drive folder and a ClickUp workspace for the client
- Uses an AI model to turn the proposal into a structured task list the team can assign
- Creates a Slack channel, invites the team and posts a welcome message
- Emails the client one onboarding message with their Slack, ClickUp and Drive links

























