AI-Powered Client Onboarding System

A workflow that takes a newly signed client from contract to kickoff: provisioning their workspace, generating personalised welcome materials with AI, scheduling the kickoff, and notifying the account owner with full context.

Onboarding a new client usually means a checklist of repetitive tasks across half a dozen tools. Steps get skipped, welcome emails go out late, and the client's first impression is friction instead of polish.

1. 01Contract is signed and stored somewhere
2. 02Someone manually creates a Drive folder and project board
3. 03A welcome email is drafted from scratch or from a stale template
4. 04Kickoff meeting is scheduled over back-and-forth email
5. 05Account owner is briefed manually, if at all

The same process, redesigned as a single automation. Each step runs without manual intervention.

1. 01Trigger: contract signed in the e-signature tool
2. 02Workspace setup: Drive folder, project board and task templates created automatically
3. 03AI personalisation: LLM drafts a tailored welcome email and onboarding doc
4. 04Scheduling: kickoff invite sent to the client
5. 05Handoff: internal notification with full client context for the account owner

• Consistent, professional first impression for every client
• Hours of manual setup replaced with a single trigger
• No missed steps thanks to a deterministic workflow
• Account owners start each engagement with full context, not admin