Onboarding and certification flows
Takes new clients or staff through onboarding and certification steps automatically.
What it does
We have designed and deployed onboarding and certification flows for clients. The routine steps run automatically, so new starters move through them without someone chasing each stage by hand.
Trigger
A new client or starter needs onboarding.
Steps
- The onboarding flow starts for the new client or starter.
- Each onboarding and certification step runs in turn.
- People step in where a check or decision is needed.
Tools
- Make.com
- Relevance AI
- VAPI
- OpenAI API
Who it suits
Firms that onboard clients or staff regularly and repeat the same steps each time.
Want this set up for your business?
It starts with the £450 Payback Check: one process timed and scored, a written report and a fixed quote.
Get your score
£450 Payback Check. Credited if you book a build within 30 days.