Free tool · No API required

Business documentation builder.

Select a workflow type and get a structured outline you can copy, review, and later turn into an automated system.

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5Core steps

1Named owner

1Completion rule

ReadyCopyable outline

Documentation outline

Client onboarding

Trigger

When it starts

A new client agrees to move forward.

Owner

Who owns it

Account owner or project lead

Required info

What is needed

Contact details, scope, timeline, payment status, access needs

Checklist

1. Confirm scope2. Collect required details3. Create project workspace4. Send welcome message5. Schedule first milestone

Completion criteria

Client has access, expectations are clear, and next actions are assigned.

Follow-up

Review progress within the first week.

Copyable documentation

Client onboarding

Trigger:
A new client agrees to move forward.

Owner:
Account owner or project lead

Required information:
Contact details, scope, timeline, payment status, access needs

Steps:
1. Confirm scope
2. Collect required details
3. Create project workspace
4. Send welcome message
5. Schedule first milestone

Completion criteria:
Client has access, expectations are clear, and next actions are assigned.

Follow-up:
Review progress within the first week.

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