Purpose
1. Automate the onboarding process for new models and talent, reducing manual work and ensuring compliance with operational, legal, and brand standards.
2. Automatedly collect, verify, and distribute talent information (e.g., bios, photos, contracts) across internal and client-facing systems.
3. Centralize profile creation, document management, notifications, background checks, and payment setup into a single automatable flow.
4. Automate collaboration with clients and agencies to streamline scheduling, approvals, portfolio management, and communications.
Trigger Conditions
1. Talent signs up via online form or talent agency portal.
2. Talent is added manually by agency staff to the CRM.
3. Digital portfolio or application submitted via email or partner site.
4. Approval action triggered by HR or Management.
5. Validated contract signature or legal document upload detected.
Platform Variants
1. Airtable
• API: Automate new record creation to capture model details; sample: Use “Create Record” endpoint upon webhook trigger.
2. Salesforce
• Feature: Lead-to-Contact conversion automation; configure Flow Builder to trigger on model intake.
3. DocuSign
• API: Automate sending contract envelopes; trigger with “Envelopes: create” API upon onboarding form submission.
4. Google Workspace
• API: Google Drive “Files: create” for portfolio uploads; Google Calendar “Events.insert” for schedule automation.
5. Monday.com
• Feature: Board Automations to generate onboarding checklists upon contact entry.
6. HubSpot
• API: Workflow automation to tag and nurture new model profiles; “Contacts: Create or Update” and deals triggered.
7. Slack
• API: Automated message posting to #onboarding; use “chat.postMessage” on new talent entry.
8. Zendesk
• API: Automatedly trigger support ticket creation for background checks; "Tickets: Create".
9. BambooHR
• API: “Employee: Add” endpoint for automated employee profile creation.
10. Dropbox
• API: Automate portfolio storage; use “files/upload” when files are received.
11. Trello
• API: “Cards: Create” automation to track onboarding tasks per model.
12. Twilio
• API: SMS notification automation for onboarding updates; use “Messages: Create” via webhook.
13. ClickUp
• API: Task automation (“Task: Create”) to sequence onboarding milestones.
14. SendGrid
• API: Automate welcome email flow with “Mail Send” endpoint.
15. Calendly
• API: Schedule onboarding calls; “Event Create” when application is approved.
16. Typeform
• API/Webhook: Process automation for intake forms; forward data to other systems upon completion.
17. Asana
• API: Automate task allocation with “Tasks: Create” when onboarding starts.
18. Workato
• Feature: Automate multi-app data sync (e.g., between CRM, HRIS, and file storage) with recipe triggers.
19. Intercom
• API: Automated welcome messages; “Create Contact” with onboarding info.
20. DocParser
• API: Automate document parsing for scanned contracts/forms; trigger parsing via webhook.
21. Microsoft Teams
• API: Message automation to onboarding channels; “Send Message” or adaptive cards on new joiners.
22. Zoom
• API: Automate session invites (“Meetings: Create”) for onboarding interviews or orientations.
23. Notion
• API: Automated page/database creation with new model bios upon data receipt.
24. HelloSign
• API: Automate e-signature requests; “Signature Request Send”.
25. Greenhouse
• API: Automated candidate move from applicant to onboarding pipeline; use “POST: Candidates” endpoint on trigger.
Benefits
1. Automated workflows accelerate onboarding, reducing cycle time and administrative errors.
2. Enables talent and client self-service with automatable notifications and document access.
3. Automating registration, validation, and scheduling increases compliance and readiness speed.
4. Multi-channel communication automation (SMS, email, chat) ensures transparency.
5. Automator reduces manual input, improves talent experience, and supports scaling agency operations.
Talent and Client Management