Distribution of onboarding documents and FAQs

Purpose

1. The automation of the distribution of onboarding documents and FAQs for energy supplier clients automates initial customer engagement, delivers compliance documents, shares onboarding materials at scale, reduces manual work, ensures customer readiness, and improves regulatory and operational performance.

2. Automatedly supports faster customer ramp-up, transparent information flow, and tracks delivery for audits and compliance.

Trigger Conditions

1. New customer record creation in CRM or account management systems.

2. Submission of contract or agreement form by client.

3. Activation of service or account.

4. Internal sales pipeline stage marked ‘closed-won’ or similar.

5. API signal from partner platforms indicating onboarding start.

Platform Variants

1. Salesforce

• Function: Process Builder/Flow Builder — trigger “Send Document” action on new record.
  
• API: /services/data/vXX.X/actions/custom/flow/SendOnboardingDocs
  

2. Microsoft Dynamics 365

• Integration: Power Automate — automates email and document dispatch on account status change.
  
• API: POST to /api/data/v9.1/workflows
  

3. HubSpot

• Workflow: Enrollment trigger with “Send Email” workflow step for onboarding pack.
  
• API: POST /email/public/v1/singleEmail/send
  

4. Slack

• Bot: Automated message with files via Incoming Webhook.
  
• API: chat.postMessage and files.upload
  

5. Twilio SMS

• Feature: Automated SMS with link to digital documents/FAQs.
  
• API: POST /2010-04-01/Accounts/{AccountSid}/Messages.json
  

6. SendGrid

• Automation: Triggered transactional email, attach documents/FAQ links.
  
• API: POST /mail/send
  

7. DocuSign

• Workflow: Automated envelope creation with onboarding documents.
  
• API: POST /v2.1/accounts/{accountId}/envelopes
  

8. Dropbox

• Automated sharing of folders or files upon trigger.
  
• API: /2/files/share
  

9. Box

• Action: Create shared link to onboarding docs, automate sharing to emails.
  
• API: POST /shared_links
  

10. Google Drive

• Process: Automated permission setting and sharing for onboarding folder/files.
  
• API: /drive/v3/files/{fileId}/permissions
  

11. OneDrive

• Flow: Automated sharing of onboarding documents via sending links.
  
• API: /v1.0/shares
  

12. Mailchimp

• Automation: Welcome email journey with downloadable FAQ assets.
  
• API: POST /automations/{workflow_id}/emails
  

13. Intercom

• Workflow: Automated message with links or attachments to onboarding and FAQs.
  
• API: POST /messages
  

14. Zendesk

• Trigger: Auto-reply with onboarding instructions and knowledge base links.
  
• API: POST /api/v2/tickets/{id}/comments
  

15. Freshdesk

• Automation: New contact event triggers onboarding FAQ email.
  
• API: POST /api/v2/tickets
  

16. Zapier

• Automation: Multi-platform workflow connects CRM trigger to document sending.
  
• API: Trigger/Create Actions on platforms above.
  

17. Notion

• Process: Share workspace page as onboarding central via automated invite.
  
• API: POST /v1/pages/share
  

18. Monday.com

• Automation: Notify and send onboarding FAQ from board action.
  
• API: POST /boards/{board_id}/items
  

19. Asana

• Task: Automated creation of onboarding task with doc attachments for customer.
  
• API: POST /tasks
  

20. Azure Logic Apps

• Workflow: Automated orchestration of sending onboarding packages across endpoints.
  
• API: Define HTTP/webhook triggers and actions.
  

Benefits

1. Automates compliance and regulatory document distribution.

2. Automatedly reduces manual workloads and human error.

3. Accelerates customer onboarding process.

4. Provides automated multi-channel document/FAQ support.

5. Automating this boosts scalability for larger customer bases.

6. Enhances customer satisfaction with just-in-time onboarding information.

7. Keeps onboarding communication consistent and auditable.