The moment a client signs the contract, everything kicks off automatically — welcome email, project created, Slack channel set up, and a kickoff booking link in their inbox within minutes.
Contract signed to client fully onboarded — in under 5 minutes, zero manual work.
The client e-signs the contract. The moment the document is completed, the entire onboarding sequence kicks off — no delays, no waiting for someone to notice.
A branded welcome email is sent to the client immediately, confirming their contract, introducing the team, explaining next steps, and setting expectations — personalised with their name and project details.
A new project board is created from your template, pre-populated with client name, contract value, start date, and all standard onboarding tasks assigned to the right team members.
A dedicated Slack channel is created for the client project and all relevant team members are auto-invited. A pinned welcome message with project context, links, and key dates is posted automatically.
A follow-up email is sent to the client with a personalised booking link to schedule their kickoff call — routed to the correct team member's calendar based on the project type and assigned lead.
Based on the contract value and payment schedule, an invoice is created and scheduled in your accounting tool — sent to the client automatically on the correct date with no manual intervention.
Without Automation
With This Automation
Built to connect your contract tool, PM platform, Slack, and calendar from day one.
