Client onboarding automation

Automate client onboarding without losing judgement

Client onboarding can be automated from a confirmed trigger to reviewable readiness. ThreeDayAI can collect required information, create records, assign tasks and prepare communications across the tools already in use. Relationship decisions, sensitive exceptions and final readiness approval stay with the responsible person.

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Typical first engagements are A$3,500 to A$8,000.

Quick fit check

Is this the right task to automate?

A strong onboarding task has a clear start signal and a repeatable definition of ready. Most value comes from removing cross-system setup and chasing.

Strong first-task signals

  • A signed agreement, payment or CRM stage starts the process.
  • The same records, folders and tasks are created for most clients.
  • Staff repeatedly chase standard information or documents.
  • One owner can approve that onboarding is ready to proceed.

Usually not the first build

  • There is no agreed onboarding owner or ready state.
  • Every client requires a completely bespoke delivery model.
  • The source records are incomplete or duplicated without a resolution rule.
  • The goal is to automate sensitive relationship decisions.

Map. Build. Prove.

One task, three clear phases

The build follows one onboarding path from trigger to readiness, with exceptions routed instead of hidden.

Map trigger and readiness

Define exactly what starts onboarding, what information is required and who confirms the client is ready.

Build records and tasks

Create the right folders, CRM records, project tasks, internal alerts and draft client messages.

Prove exception handling

Test missing fields, duplicates, unusual terms and the final human readiness check.

Human checkpoint

Automation with an accountable decision point

The automation handles predictable setup. A person still owns welcome quality, commercial judgement, unusual requirements and the final decision that the relationship is ready to move forward.

Relationship stays human Automate the setup around the client, not the judgement owed to them.

Built around your tools

Keep the stack. Remove the repetition.

The workflow can connect the systems already used for contracts, records, files, projects, billing and communication.

  • Microsoft 365
  • Outlook
  • SharePoint
  • Teams
  • HubSpot
  • Salesforce
  • Xero
  • DocuSign
  • Asana
  • Monday.com
  • Google Workspace

Direct answers

Questions before the first call

Clear scope comes before software. These answers explain where the first release starts and where human ownership stays.

What can be automated in client onboarding?

Common steps include detecting a confirmed client, collecting standard information, creating folders and records, assigning tasks, drafting welcome messages and alerting the owner when onboarding is ready for review. Exceptions and relationship decisions stay visible to a person.

Can the automation prevent missing onboarding steps?

It can make required steps and fields explicit, check whether they are complete and route missing items to an owner. It cannot fix an undefined process, so the acceptance definition and exception rules are agreed before the build.

How much does a Workflow Fix cost?

Typical first engagements are A$3,500 to A$8,000. We quote the actual workflow, including its rules, exceptions, data sensitivity and acceptance tests, not app connections. The implementation plan and fixed-scope quote are prepared during the initial call.

Will every automation be delivered in three days?

No. Qualified, bounded scopes may use the focused three-day delivery model. Larger or higher-risk work is reduced to a reliable first release, split into phases or quoted separately before any build begins.

Bring one repeated task

Leave with a buildable plan

In 30 minutes, leave with a first-release implementation plan, fixed-scope quote, savings estimate and estimated first-year ROI.

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