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
38 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

  1. Creates the Drive folder, billing profile and project card

Comes back

Welcome pack sent with the onboarding form; kickoff invite in both calendars

Steps

  1. 1Trigger: signature or data sheet
  2. 2Accounts, folders, cards, profiles created
  3. 3Welcome pack and training drip

Recipe: Zero-touch employee and client onboarding

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