How can I automate a repeatable client onboarding process, like a website, ads and content for every new client?
Use Workers. Think of a worker as an employee that follows an SOP. Each worker has instructions that you write as your procedure, for example for onboarding: every client needs a website, ads and 30 days of social media content.
When you set one up:
- Write the instructions for the SOP.
- Choose who it works on: contacts, everyone in a pipeline, or filters such as everyone with a given tag.
- Set the business hours it works, for example Monday to Friday, 9 to 5.
- Choose which tools it may use. By default it can use everything, so it can create everything.
- Set concurrency to control how many instances of the worker run at once.
The AI has access to everything in the system, so even in a different chat it can find earlier work, such as a client's site you want to modify.