Free three-lane workflow tool
Client onboarding automation mapper
Separate what the client does, what the system can safely repeat, and what your team should keep human. Get a copyable map with fields, exceptions, and acceptance tests.
1 · Define the handoff
Browser-only mapper. These choices stay in this page unless you explicitly submit the optional private-audit form.
2 · Challenge each lane
What the client does
- Receive a clear welcome and next-step summary
- Complete one structured intake and grant approved access
- Review the kickoff agenda and flag missing context
What the system does
- Verify the signed agreement or approved commercial record.
- Validate client name, primary contact, service, owner, start date, signed record
- Create client project from the campaign template
- Create asset and reporting folders
- Assign account owner and channel setup tasks
- Create the approved folder structure in Google Drive
- Send approved messages through Email and Slack
- Write created links, timestamps, and exceptions to the run log
What stays human
- Account owner reviews exceptions and partial failures
- Confirm access, rights, and unusual service requirements
- Personalize the relationship-building message and lead kickoff
Good automation boundary
Automate provisioning. Keep the welcome human.
Folders, project templates, task assignments, approved messages, reminders, and run logs are repeatable. Discovery, trust, unusual access, and exceptions still need an accountable person.
- Verified commercial trigger
- Required source fields
- Duplicate-safe provisioning
- Named exception owner
- Links back to source records
- Visible last-run status
Make one lane operational
Turn the safest handoff into a $299 pilot.
One well-defined workflow, up to two connected apps, testing, error handling, documentation, and walkthrough.
Get the free mini-audit