AI Team Onboarding Knowledge Agent
Automating Team Onboarding Knowledge Search with AI
Unify scattered onboarding knowledge
The agent connects SOPs, brand kits, client docs, and approval policies into one searchable source of truth—so account, creative, and media teams find answers instantly instead of hunting through drives and chat threads.
Enforce role-based access and permissions
Automated workflows provision system access, assign RACI ownership, and scope permissions by role—eliminating delays from incomplete logins and ad-hoc credential sharing.
Deliver quick wins in the first two weeks
Triggered checklists and task automations move new accounts from signed contract to first deliverable—audits, content calendars, tracking setups—with documented change logs that build client confidence from day one.
How Cassidy automates onboarding using AI
Step 1: Trigger on contract close
The Workflow activates when a deal closes in your CRM, automatically creating an onboarding workspace and populating role-based task templates for account, creative, media, and analytics teams.
Step 2: Provision access and intake assets
Cassidy generates access checklists by role, sends intake forms to collect brand kits, logins, and governance docs, and tracks completion status—routing reminders when items are missing.
Step 3: Sync knowledge sources to the Knowledge Base
Client docs, SOPs, brand guidelines, and prior proposals are ingested from Google Drive, SharePoint, or Notion. Cassidy indexes and tags content so the Agent can retrieve role-specific answers with citations.
Step 4: Deploy the Agent in Slack or Teams
Team members ask onboarding questions directly in Slack or Microsoft Teams. The Agent searches the Knowledge Base, respects document-level permissions, and returns answers with source links—deflecting repetitive DMs and tickets.
Step 5: Automate milestone-driven tasks
When access reaches 100%, Cassidy triggers kickoff scheduling. After kickoff, it assigns discovery and quick-win tasks—tracking audits, content calendars, or landing page QA—with Human-in-the-Loop approval for client-facing deliverables.
Step 6: Monitor and refine
Cassidy surfaces unanswered queries and low-confidence responses so content owners can fill gaps. Analytics dashboards track deflection rates, time-to-answer, and onboarding cycle time—giving you measurable ROI from the first cohort.
Implement it inside your company
- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
