Project & Client OnboardingPurpose
1. Automate the collection of essential client documentation (permits, photos, requirements) required during kitchen remodeling onboarding.
2. Automates request, tracking, uploading, storage, and verification processes for documents from clients, reducing manual follow-ups and delays.
3. Ensures all regulatory, legal, and design documents are complete before project commencement, automating compliance and project readiness.
Trigger Conditions
1. New project creation in CRM or project management system.
2. Client agreement e-signature captured.
3. Status update to “Onboarding Started” in workflow.
4. Manual user action e.g., “Request Client Docs” button.
5. Scheduling of kickoff call or initial site visit automatedly triggers documentation flow.
Platform Variants
1. Dropbox
- Feature/Setting: File Request API; automates folder creation and file request for each client.
2. Google Drive
- Feature/Setting: Drive API, automated shared folder setup, file upload permissions for clients.
3. DocuSign
- Feature/Setting: Envelope API; automate sending signing requests for permits or compliance forms.
4. PandaDoc
- Feature/Setting: Document Request API; automated document submission workflow for requirements forms.
5. HubSpot
- Feature/Setting: Workflow automation; trigger follow-up emails for missing documents.
6. Salesforce
- Feature/Setting: Process Builder + Files API; automate document record linkage to client profiles.
7. Smartsheet
- Feature/Setting: Web forms; automate collection and routing of uploaded client photos and permits.
8. Airtable
- Feature/Setting: Forms and Automations; collect documents and automate record updates.
9. Jotform
- Feature/Setting: File Upload Field; automate email reminders for incomplete submissions.
10. Typeform
- Feature/Setting: Logic jumps; automate document request path based on client responses.
11. OneDrive
- Feature/Setting: Graph API; automate client folder creation and permission granting.
12. Trello
- Feature/Setting: Butler automation; create checklists and due dates for document uploads.
13. Monday.com
- Feature/Setting: Integrations + automations for requesting and tracking documentation status.
14. Slack
- Feature/Setting: Incoming Webhooks; automate direct document request and reminders to client channels.
15. Zendesk
- Feature/Setting: Ticket Triggers; automate request for supplemental documentation via tickets.
16. Twilio SMS
- Feature/Setting: Messaging API; automate text reminders for missing photos or signatures.
17. SendGrid
- Feature/Setting: Email API; automate templated document request and follow-up emails.
18. ClickUp
- Feature/Setting: Automations; auto-create tasks for documentation collection steps.
19. Box
- Feature/Setting: File Request Links + API; automate secure client uploads and folder segmentation.
20. Asana
- Feature/Setting: Rules Automation; automate task assignment for checking submitted client documents.
21. Zoho CRM
- Feature/Setting: Blueprint; automate document approval process and reminders.
22. Notion
- Feature/Setting: Database Forms and Automations; automate requests and tracking for client uploads.
23. Freshdesk
- Feature/Setting: Workflow Automator; automate ticket creation for missing or invalid documentation.
24. Calendly
- Feature/Setting: Event Triggers; automate document requests before meetings with upload links.
Benefits
1. Automates repetitive manual requests and tracking, saving hours per project.
2. Reduces client friction by automating reminders and convenient submission channels.
3. Ensures full compliance by automatedly tracking and securing all necessary permits and documentation.
4. Minimizes project delays by automatedly identifying missing documentation in real time.
5. Provides a robust audit trail via automation logs for every document request and upload.
6. Enables scalable onboarding by automating communication, reminders, and checklist management for every client.