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Automation
AI Client Onboarding System
One intake form now triggers contracts, folders, CRM entry, and kickoff scheduling, zero manual coordination.
✓
Primary Impact Metric
4 hrs→8 min
Client Onboarding Time
01 // SITUATION & CHALLENGE
The Operational Bottleneck
ArcaneDot was spending 3–4 hours manually onboarding each new client: collecting briefs, setting up project folders, sending contracts, and scheduling kickoffs.
02 // ACTION & ARCHITECTURE
Engineering Strategy & Solution
Built a fully automated onboarding pipeline: intake form triggers contract generation, folder creation, CRM entry, Slack channel setup, and kickoff scheduling, all without touching a keyboard.
03 // VERIFIED RESULT
Delivered Operational Impact
Client onboarding went from 4 hours of manual work to 8 minutes automated. Onboarded 11 clients in one month with zero coordination overhead.
Supporting System Visuals
More on IG →
Technologies & Protocols Used
n8nNotion APIDocuSign APISlack APIGoogle Drive