Client Onboarding & Meeting Intelligence

Overview

We automated the entire client onboarding flow and built a meeting intelligence system that captures, summarises, and distributes action items automatically.

The Challenge

Client onboarding required manual emails across 3 people; meetings had no follow-up.

Our Approach

• —Mapped the existing onboarding process across email, Notion, and Slack
• —Built automated workflows triggered by new client sign-up via Calendly
• —Integrated Fathom for meeting transcription with AI-powered summary generation
• —Created automatic task distribution to the right team members via Slack and Notion

Impact

• —Onboarding reduced from hours to under 2 minutes
• —Zero manual emails required for new client setup
• —Every meeting automatically summarised with action items distributed
• —Team coordination improved significantly with automated handoffs

Tools Used