Client Onboarding

Streamline your client onboarding with automated workspace setup, team invitations, and project creation.

Multi-Step Onboarding
Guided wizard to collect company info, team members, communication preferences, and project details.
Automatic Workspace Setup
Creates Google Drive folders, Figma projects, and Linear boards automatically upon submission.
Slack Integration
Creates client channels, invites team members via Slack Connect or guest invites, and posts notifications.
Admin Dashboard
Track all onboardings, view status, retry failed steps, and manage settings from a central dashboard.

Slack Command

Use /onboard-client [Company Name] in Slack to instantly generate an onboarding link.

Built with Next.js, Vercel Postgres, Drizzle ORM, and Shadcn/UI