AI-Powered Client Onboarding Automation
The moment a client completes your intake form, our system instantly triggers the creation of a complete work environment: folders, tasks, communication channels, and notifications. Within minutes, everything is structured with zero manual effort.
What happens upon receiving the form
- Creation of a personalized project folder on Google Drive
- Generation of a structured workspace in ClickUp
- Creation of a dedicated Slack channel
- Sending of a personalized welcome email
- Immediate team notification
- Automatic client registration in your database
Intelligent task generation
When the client provides a project document, the AI analyzes its content and automatically generates 20 to 30 detailed tasks.
- A clear title
- A precise description
- A suggested due date
The result
Every new client benefits from a smooth, structured, and professional start. Your team saves significant time and can focus on execution and added value. Your only mission: sign the client. Everything else deploys automatically.