client onboarding automation builder

    1

    Converts manual signed-client workflows into technical automation blueprints with dependency mapping and error recovery.

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    Works with the AI tools you already use

    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIGitHub CopilotGitHub CopilotGemini CLIGemini CLI+20 more

    client onboarding automation builder

    Example session with this skill installed

    Create an automation blueprint for a signed SEO agency contract. Tools: HelloSign, Stripe, Slack, and ClickUp. The project manager must approve the kickoff date before the invite is sent.

    • Read your context and instructions
    • Compiled the client onboarding automation

    I have generated the complete automation blueprint for your SEO agency onboarding workflow, mapping the transition from HelloSign execution to ClickUp project launch.

    Client Onboarding Automation Blueprint: SEO Agency

    1. Trigger Inventory

    TriggerSourceExpected Payload
    Contract SignedHelloSign Webhookclient_name, client_email, package_tier, monthly_fee, signed_pdf_url

    2. Dependency Graph

    • A1: Parse HelloSign Payload
    • A2: Create Stripe Customer (Depends on: A1)
    • A3: Create ClickUp Folder & Tasks (Depends on: A1)
    • A4: Post Slack Notification (Depends on: A1)
    • A5: Send Kickoff Request to PM (Depends on: A3)
    • A6: Send Calendar Invite (Depends on: A5 - Approval Gate)

    3. Data Schema (JSON)

    {
  "onboarding_record": {
    "canonical_id": "UUID",
    "status": "string",
    "contract_details": {
      "value": "decimal",
      "currency": "USD",
      "tier": "Basic | Pro | Enterprise"
    },
    "project_meta": {
      "clickup_id": "string",
      "slack_channel": "string",
      "kickoff_date": "ISO8601"
    }
  }
}

    4. Approval Gates & Human Handoffs

    • Gate Keeper: Project Manager
    • Decision: Kickoff Date Validation.
    • Process: PM receives a Slack DM with a link to the ClickUp task.
    • Fallback: If date is not set within 24 hours, escalate to Operations Lead.

    5. Exception Handling

    Action: Stripe Customer Creation
Failure: 402/409 Error (Conflict/Payment)
Retry_Policy:
  Max_Attempts: 3
  Backoff: Exponential
Escalation: Notify #finance-alerts on Slack

    Next steps

    • Map the JSON schema to your middleware (Zapier/Make) data mapper.
    • Configure the HelloSign webhook listener to the specified payload URL.
    • Create the "Kickoff Approval" custom field in ClickUp to trigger Action A6.

    Connects securely to your tools. The creator never sees your data.

    What you get

    Architect complex multi-app automations with strict dependency logic.Define error handling and retry policies for mission-critical API integrations.Map data flows between legal contracts, billing systems, and project tools.Standardize client handoffs between sales and delivery teams.

    About this skill

    The problem

    Manual client onboarding is a bottleneck that leads to missed deadlines, inconsistent data across tools, and human error in billing. Most automation attempts fail because they lack clear dependency mapping or fail to account for necessary human approval gates.

    What it does

    • Generates a structured dependency graph mapping every prerequisite and post-condition for the onboarding sequence.
    • Creates detailed data schemas for a canonical onboarding record to ensure field consistency across CRM, billing, and project tools.
    • Defines specific exception handling and failure recovery protocols, including retry policies and escalation paths for API failures.
    • Identifies critical human-in-the-loop checkpoints to prevent automation from bypassing legal or financial reviews.
    • Produces a complete asset collection and project scaffolding plan based on contract-derived data.

    Why this beats prompting it yourself

    General prompts often miss the safety-critical aspects of automation, such as circular dependencies or PII compliance. This skill enforces a 12-point architectural blueprint that treats onboarding as a mission-critical state machine rather than a simple linear checklist.

    Use cases

    • Building a Zapier or Make.com sequence to bridge PandaDoc, Stripe, and Asana.
    • Designing a custom onboarding microservice that requires complex field mapping from legal contracts.
    • Auditing an existing manual workflow to identify where human handoffs are causing delays.
    • Scaling agency operations by automating repetitive project creation and asset collection tasks.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

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    2. 2

      Unzip into your skills folder

      Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.

    3. 3

      Ask your agent to use it

      Restart the agent if it was already running. It picks the skill up automatically - no config needed.

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