A new client signs and the entire welcome runs itself — intake form, kickoff checklist, document requests, and reminders fire automatically — compressing onboarding from weeks to 72 hours without adding headcount. Clone the Client Onboarding Workflow from Taskade Genesis and make every first impression effortless.
The live app above is the real workflow. Click "Use this app" to own a running copy in minutes: a fully sequenced onboarding engine backed by a relational data table, with an AI agent that flags gaps and automations that never let a step go missing.
Why onboarding fails without a system
Clients drop engagement in the first two weeks when onboarding is disjointed: one email for the form, another for access, a forgotten document request, a delayed kickoff. This workflow eliminates the gaps with a single, automated sequence that runs from signed contract to active delivery.
Workspace DNA builds the self-reinforcing engine:
- Memory — every intake answer, uploaded document, access credential, and step completion is stored in a relational database and linked to the client record via the Relationship field. Nothing lives in a scattered inbox.
- Intelligence — an embedded AI agent with 33 built-in tools reads the intake responses, flags missing documents, drafts the kickoff agenda customized to each client's situation, and answers setup questions from your onboarding guide.
- Execution — built-in reliable automations sequence the whole flow: intake fires on signing, document reminder fires on day 2, access confirmation fires when received, kickoff invite fires when everything is complete. Each step triggers the next.
The operational dashboard your team needs
- Board view — every onboarding in flight, visible by stage: Signed, Intake Sent, Docs Pending, Access Granted, Kickoff Scheduled, Active
- List view — per-client checklist so nothing is missed
- Calendar view — kickoff dates and step deadlines across all active onboardings
- Table view — intake responses and document status for each client account
Share the client-facing side via the Onboarding Guide Portal — clients self-serve the welcome steps while your internal Board tracks the operational status.
Scale to any volume without rework
- 100+ bidirectional integrations: intake data flows into your CRM, documents land in Drive, kickoff date syncs to your calendar — triggers pull events in from contracts and forms, actions push data out to your stack
- The Relationship field links each onboarding record to the client, their projects, and their portal — the handoff to delivery requires no copy-paste
- Clone-and-own: update the sequence once and every future client gets the improved flow — no per-seat tax, no per-client rebuild
- GenesisAuth client logins (Business plan and up): each client's welcome portal is private, branded, and authenticated
Common questions
What triggers the sequence to start?
You configure the trigger — a signed contract webhook, a form submission, a deal stage change in your CRM, or a manual "Start Onboarding" action. The automation fires the full sequence from that single trigger.
What if a client goes quiet mid-onboarding?
Automations send polite nudges on a schedule you define — day 3, day 7, day 14 — until the blocking step is completed or you mark it resolved. No manual chasing.
How does this connect to delivery?
Once the client is active, the Relationship field connects their onboarding record to their delivery project. Pair with the Agency Client Portal for ongoing delivery and the Retainer & Capacity Planner so new clients roll into a managed capacity view. Generate a custom onboarding flow from a prompt or explore the Community Gallery for live agency examples.