Automate onboarding with AI
Every new customer or new hire starts the same scramble: type the details into five systems, send the welcome emails, set up the accounts, chase what's missing. We build AI that runs that whole routine for you, the same way every time.
The setup work, handled from start to finish.
Enters details once
Takes the details one time and fills them into every system. No retyping into five tools.
Fills in forms and documents
Prepares and pre-fills the paperwork, agreements and records for each new person.
Sets up accounts
Creates logins and adds people to the right tools and shared folders.
Runs the checklist
Starts each step in order and keeps the whole onboarding on track.
Chases what's missing
Sends a friendly reminder when a document or detail is still outstanding.
Sends the welcome
Personal welcome emails and next steps, sent at the right time.
Four steps from a new signup to fully set up.
We map your steps
We write down every step, approval and system a new customer or hire touches.
It collects the details
It gathers what it needs once, from a form, an email or a signed agreement.
It fills in and sets up
It enters the details everywhere, sets up accounts and sends the welcome.
A person approves
Anything important, like access or a contract, waits for a person to say yes.
We build automation that checks its own work.
Every AI output checked before it goes out
Each video is scored on 13 points by an automated check, then a person signs off before it goes anywhere.
See where we use it →3,603 branded videos, made by customers
For a national consumer brand: 1,370 first-time creators, each with a finished video in under 7 minutes from sign-up.
Read the case study →Teams that sign up new people every week.
Professional services
New client intake, engagement letters and document requests, handled.
See how →Health & wellness clinics
Intake forms and new patient details, filled in once and sent where they belong.
See how →Marketing & agencies
New client setup, shared folders and kickoff emails, done for you.
See how →Want to read first? Try AI assistant vs hiring an admin, or see everything we automate.
What owners ask about onboarding.
What if my tools are old or don't connect to each other?
We can still link them. We build it to work with the tools you already use, even where they were never made to talk to each other.
Is it safe with customer or staff details?
We keep your accounts and data in your name, and keep personal details out of outside AI services wherever possible. A person approves anything important.
Can it follow our exact onboarding steps?
Yes. We map your real steps, approvals and odd cases, so it works the way you already onboard, not like a one-size-fits-all template.
How fast can we start?
Start with a free sit-down. You get your plan and the full cost before you spend anything, and you see the first piece working before we add the next.