Client and device onboarding at managed service providers involves manually extracting contract details, creating provisioning requests, and setting up user accounts across multiple systems. Manual coordination across email, spreadsheets, and ticketing tools creates delays and data entry errors.
Automation reads signed contracts, extracts client and device information, creates provisioning tickets, and generates customized setup instructions automatically. The entire process completes in minutes instead of hours, with a single source of truth for onboarding status.
The full workflow, from trigger to completion.
A signed contract document is uploaded or arrives in the monitored email inbox. The automation is triggered immediately.
The automation reads the contract PDF, extracts company name, contacts, service tier, and device count, and logs them as a new client record.
The automation creates a device provisioning ticket with extracted device details and service tier specifications.
A template-based generates customized setup instructions, login credentials, and VPN details based on the client's service tier and device list.
Setup instructions are sent to the client, and team notifications are posted to alert IT, sales, and account management.
The automation updates with the new client record, onboarding start date, and initial status, creating a single source of truth for tracking.
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