Onboarding Automation
Turns an approved onboarding checklist into a timed sequence of tasks, materials, reminders and check-ins. Managers can see completed steps and exceptions for employee or customer onboarding.
From $990, live in 5 to 7 days. One-time deployment 30-day support
- Live in
- 5 to 7 days
- What ships
- 7 deliverables
- Connects to
- 6 systems
- After launch
- 30 days support
- Per-seat fees
- none
Deployed onto your infrastructure. You own the system, the source and the data.
Everything in the box
Run each onboarding step from one tracked workflow.
- Onboarding workflow engine (multi-step, time-triggered)
- Task assignment and progress tracking
- Manager dashboard with completion metrics
- Automated reminders and follow-up sequences
- Template library (employee and customer tracks)
- Integration with your communication stack
- 30-day production support
- Multi-step workflow orchestration
- Progress dashboards and reminders
- Slack/Teams/email triggers
- Full source code ownership
- 30 days of production monitoring
- No per-seat fees
Connect it to the tools in scope
We confirm every required connector before work begins. If a connector is missing or restricted, the revised price and timeline are part of the scope you approve.
The rest of the shelf
Five more systems that already exist, each with a price you can read before you talk to anyone.
Scope Onboarding Automation for your workflow.
Run each onboarding step from one tracked workflow. We confirm the connections, acceptance checks and target delivery date in writing before work begins.
From $990 · live in 5 to 7 days