Demos

Workflow & Process

Automated Client Onboarding

New Client Intake

Fill in the details below — the automation handles the rest.

This sends a real onboarding email to the address above. Limited to one run per day — uses the same Resend infrastructure as production deployments.

Automation run

8 steps · ~5s · triggered on form submission

Verifying contract signature
DocuSign
Creating CRM contact
HubSpot
Provisioning workspace
Notion
Creating team channel
Slack
Sending welcome email
Resend
Generating onboarding doc
Notion
Setting up billing
Stripe
Scheduling kickoff call
Cal.com