Build a client and staff onboarding process with MS power automate
Budget: $30 – $250 AUD
I’d like to automate the process of on boarding new clients from-
Sending them an MS form to complete intake info
Once the form is completed, automating the relevant tasks in MS planner and assigning.
Using the info from the intake form to automatically populate some of the info needed in contracts the client needs to sign.
Having all the files signed by the client and the intake form automatically saved in MS sharepoint
Automatically sending the client some on boarding info once documents and contract has been signed
Thanks
Connie
Sending them an MS form to complete intake info
Once the form is completed, automating the relevant tasks in MS planner and assigning.
Using the info from the intake form to automatically populate some of the info needed in contracts the client needs to sign.
Having all the files signed by the client and the intake form automatically saved in MS sharepoint
Automatically sending the client some on boarding info once documents and contract has been signed
Thanks
Connie