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
DocuSignCreating CRM contact
HubSpotProvisioning workspace
NotionCreating team channel
SlackSending welcome email
ResendGenerating onboarding doc
NotionSetting up billing
StripeScheduling kickoff call
Cal.com