I’ve been building automations for about 16 months (mostly n8n / Make.com), and lately I keep circling back to client onboarding as one of those weirdly broken steps in the customer journey.
Once a deal closes, most teams hit the same gap — the customer’s excited, but internal processes are messy.
Docs, accounts, and welcome materials get handled manually, and that “first impression” moment often slips away.
I’m exploring whether onboarding automation could actually solve that.
The idea: when a deal is marked Closed Won, the system automatically:
Creates client folders/accounts
Sends a branded welcome kit
Triggers compliance or KYC steps if needed
Schedules the kickoff call automatically
I’d love to hear your thoughts:
Where do onboarding automations really add value, and where do they just add noise?
Which industries struggle with this the most?
Have you tried automating onboarding in your own product/service before?
Not a pitch — just validating where the biggest friction points actually are.