AI client onboarding & document workflow in n8n
Replaced a manual client onboarding process with an automated n8n pipeline that captures, files and routes everything without human intervention.
- n8n
- Business Process Automation
- API Integration
- AI Workflows
n8n
Automation platform
AI
Assisted routing
0
Manual handoffs
The challenge
Client onboarding depended on someone remembering to create folders, file documents and notify the right people. It was slow, inconsistent and easy to get wrong.
What we did
- 1
Mapped the onboarding process end to end to find every manual touchpoint.
- 2
Built an n8n workflow to capture new client data and generate the document structure automatically.
- 3
Added AI-assisted routing and notifications so the right people are alerted at the right step.
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