AI Client Onboarding Workflow Agent

How Cassidy automates client onboarding using AI

Step 1: Trigger on contract signature

The Workflow activates automatically when an e-signature is completed in DocuSign, PandaDoc, or HelloSign—moving the deal from Closed-Won to Onboarding in your CRM and firing the onboarding sequence.

Step 2: Generate intake and welcome communications

Cassidy sends a personalized welcome email with client portal access and generates a conditional intake questionnaire tailored to the client's service line, capturing brand details, ICP, goals, KPIs, and tech stack.

Step 3: Extract and enrich client data

As forms and agreements come in, Cassidy's AI extracts key fields—company info, stakeholders, scope details, compliance requirements—validates the data, and enriches the CRM record with industry tags and segmentation.

Step 4: Orchestrate access provisioning

The Workflow guides clients through granting permissions for GA4, GTM, GSC, Google Ads, Meta Business Manager, LinkedIn, YouTube, and CMS platforms. Cassidy updates the Access Tracker in real time and sends escalating reminders on Day 1, 3, 7, and 14 for missing items.

Step 5: Configure project workspace and reporting

Cassidy creates the project in Asana, ClickUp, or Monday with service-specific task templates, assigns team roles (AM, Strategist, Media Buyer, SEO Lead), generates shared folders, and connects reporting dashboards with the agreed cadence.

Step 6: Route and flag exceptions

Enterprise clients, regulated industries, or low-confidence data automatically route through Human-in-the-Loop review. Cassidy flags scope ambiguities, missing prerequisites, or compliance concerns for manual approval before proceeding.

Step 7: Schedule kickoff and confirm alignment

Once prerequisites are met, Cassidy schedules the kickoff meeting, generates the agenda from the sales handoff template, and prepares a summary of confirmed KPIs, SLAs, and next steps—ready for your team to deliver a quick win within the first week.