The constraint
The workflow before.
Client onboarding crossed several tools and routinely took two to three days of coordination.
All work
Operations automation
Client Onboarding Pipeline
A compliance-aware onboarding flow connecting forms, documents, email, CRM updates, and operational handoffs.
Apps ScriptGoogle DriveGmailCRMAutomation
Client workflow hubUnder 5 min
The system
The engineered response.
A single automated workflow with document creation, notifications, and traceable compliance steps.
Operational impact
2–3 days → under 5 min
Automated handoffs
Compliance-aware records
Have a hard workflow?Let's make it operable.