Client onboarding Operations
The moment a client signs, spin up their workspace, book the kickoff and start the welcome sequence.
How it runs: Proposal signed → Creates the workspace → Books the kickoff → Welcome sequence.
Services · Agencies
Scale output without scaling headcount. These workflows handle onboarding, reporting, routing and production across every client account — with an audit trail at every step.
Scroll down to walk through each automation — from the first trigger to the final hands-off result. Every step shows what happens and which tools it touches.
Each of these is a custom AI automation we design, build and run for you — connected to the tools you already use and monitored in production.
The moment a client signs, spin up their workspace, book the kickoff and start the welcome sequence.
How it runs: Proposal signed → Creates the workspace → Books the kickoff → Welcome sequence.
Build every client’s report with data, dashboards and written commentary — automatically.
How it runs: Pulls each client’s data → Builds dashboards → AI writes commentary → Delivers to clients.
Route new work to the right person, predict bottlenecks early and keep everyone updated without meetings.
How it runs: New request → Routes to the right person → Predicts bottlenecks → Auto status updates.
Turn discovery notes into a scoped, priced proposal deck ready for your review.
How it runs: Discovery notes → Drafts scope + pricing → Builds the deck → You review & send.
Draft, localise and stage content variants across markets — with a human approving before anything ships.
How it runs: Content brief → Drafts variants → Localises assets → Human approves.
Deep dives on how these workflows run in real businesses.
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