Client onboarding at digital agencies involves manually creating accounts, folder structures, and credentials across multiple platforms, then sending them to clients through insecure channels. This manual coordination is time-consuming and creates security and audit trail gaps.
Automation orchestrates account creation across all platforms in parallel, compiles credentials securely, sends welcome communications, and logs completion in a central record. The client receives everything they need on the same day, with full visibility for the team.
The full workflow, from trigger to completion.
Workflow triggers when a new client record is created with contract status marked complete. Client details are extracted automatically.
Automation creates a new client folder with standard subfolders for assets, deliverables, and shared documents. Folder is automatically shared with the client email.
Automation creates a new email alias or account for the client using their name and company details.
Automation creates a new project workspace in the project management tool and invites the client using their email address.
Automation generates a secure credential summary and sends it to the client via email with all access links and temporary passwords.
Automation sends a personalized welcome email to the client with onboarding instructions, resource links, and next steps.
Automation creates a new record with client name, onboarding date, and status of all provisioned accounts.
Automation sends a message to the team channel confirming the client is onboarded and ready, with a summary of access details.
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