All DemosWorkflow Automation
Automation Simulator
Watch a 6-step client onboarding workflow run itself in seconds.
Apex Creative Studio- 15-person digital marketing agency
Client Intake Form
New client fills out online intake form. Data auto-captured into CRM.
15 min
CRM Record Created
Contact, company, and project details auto-populated in CRM.
10 min
Project Folder Setup
Google Drive folder structure created from template with correct permissions.
8 min
Welcome Email Sent
Personalized welcome email with onboarding checklist and portal credentials.
12 min
Kickoff Meeting Scheduled
Calendar invite sent with available slots. Auto-confirmed on booking.
10 min
Task Board Populated
Project management board created with standard onboarding tasks and deadlines.
20 min