General office & finance · Scheduling & internal operations
Zero-touch employee & client onboarding
From one form it generates the contract, creates company accounts (email, chat, CRM) and sends scheduled training material.
- Avg. time saved
- 3–8 h/week· ≈ 24 h/month
- Rollout
- AdvancedDay 36+
- Who it is for
- Every business
In short
Zero-touch employee & client onboarding: From one form it generates the contract, creates company accounts (email, chat, CRM) and sends scheduled training material. It typically gives back 3–8 hours a week to whoever does this by hand today. Built for: Every business.
Typical hours saved per week for the people doing this by hand today, from the 2026 report's ranges. The AI writes what that time makes possible.
Example
Comes in
New client signs the proposal
The AI
- Creates the Drive folder, billing profile and project card
Comes back
Welcome pack sent with the onboarding form; kickoff invite in both calendars
Steps
- 1Trigger: signature or data sheet
- 2Accounts, folders, cards, profiles created
- 3Welcome pack and training drip
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