Required client fields and agreement details
13
Client onboarding
Start every client relationship seamlessly and without delay.
Processes new client intake, generates project folder structure, records master file and sends kickoff instructions.
Demonstration
First, watch it work.
This area will show the real experience: a person starts the enquiry, the system responds and completes a visible action such as booking, routing or recording the request.
WORKFLOW DE AUTOMATED CLIENT ONBOARDINGHow an enquiry travels through the system
Flow simulation, not live executionAlta de ClienteFormulario / Firma Contrato
Registro InicialCreación Ficha en Sheets
Generador KickoffRedacción Checklist Acceso
Validación RequisitosControl de Documentación
Google SheetsAppend a Client Onboarding
Email KickoffDespacho Gmail a Cliente
Alerta InternaNotificación a Operaciones
PASO 1 · ALTA DE CLIENTEAlta de Cliente
Recepción de Firma o ContratoDetecta la incorporación del nuevo cliente en el pipeline.
- 1. Alta de ClienteFormulario / Firma Contrato
- 2. Registro InicialCreación Ficha en Sheets
- 3. Generador KickoffRedacción Checklist Acceso
- 4. Validación RequisitosControl de Documentación
- 5. Google SheetsAppend a Client Onboarding
- 6. Email KickoffDespacho Gmail a Cliente
- 7. Alerta InternaNotificación a Operaciones
System
How it works from start to finish.
Available integrations
The agent works inside your tools.
The final combination is confirmed during discovery. These are common connections, not a promise of automatic compatibility.
Google SheetsGmailn8nFormsOpenAI GPT-4oAnthropic Claude 3.5WhatsApp BusinessGoogle WorkspaceMicrosoft 365HubSpotSalesforceSlackStripeShopifyNotionPipedriveAirtableTwilioJiraLinearMonday.comClickUpGitHubGitLabBitbucket
Formsn8nGmailGoogle SheetsMakeZapierMercadoPagoTypeformOutlookSupabasePostgreSQLZoho CRMIntercomMS TeamsActiveCampaignMercadoLibreAsanaZendeskFreshdeskServiceNowSAPOracleDocuSignCalendlyDropboxTrello
Priority integrations for this solution
Google SheetsGmailn8nForms
Configuration
How it adapts to your operation.
The workflow is a foundation, not a closed product. During discovery we define these variables around your tools, permissions and way of working.
Welcome email template and checklist
Project folder structure and permissions
Team notifications
Outcome
What changes once the system is running.
The final scope is defined during discovery, but these outcomes guide the design of the solution.
Professional and instant welcome experience
Complete access checklist sent without omissions
Master client record automatically created
Operations team aligned from day one
Use cases
Where this system fits into a real operation.
Twelve common situations and the operating outcome a well-configured automation can deliver.
Use case · 1/12
Someone makes an enquiry while the team is unavailable. The assistant answers with approved information, collects the essential details and prepares the conversation for follow-up.
Contact
Book a 30-minute diagnosis.
30-MIN B2B DIAGNOSIS
Tell me which process you want to automate.
We review where work repeats, which tools are involved, and which part makes sense to automate first.
In 30 minutes we define:
- ✓Which process to tackle first
- ✓Which tools should be connected
- ✓Which metrics to use to measure if it works
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orkelya.comEnterprise AI · B2B Diagnostic
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