Use Cases

Agency Client Onboarding Automation

Turn 4 hours of client onboarding into 30 minutes. Our AI Employee handles everything automatically saving you 72% of the time.

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The Hidden Costs of Manual Onboarding

Every manual step in your client onboarding process is costing you time, money, and client satisfaction. Here's what agencies struggle with most:

Manual Asset Collection

Chasing clients for logos, brand guidelines, and project assets wastes 90 minutes per onboarding. Missing files delay project kickoffs and frustrate both teams.

Manual Asset Collection

Chasing clients for logos, brand guidelines, and project assets wastes 90 minutes per onboarding. Missing files delay project kickoffs and frustrate both teams.

Incomplete Questionnaires

Client intake forms are often half-finished or contain unclear requirements, leading to scope creep and revision rounds that could have been avoided.

Incomplete Questionnaires

Client intake forms are often half-finished or contain unclear requirements, leading to scope creep and revision rounds that could have been avoided.

Project Setup Bottlenecks

Manually creating ClickUp tasks, setting up Slack channels, and organizing client folders takes another 2+ hours and is prone to human error.

Project Setup Bottlenecks

Manually creating ClickUp tasks, setting up Slack channels, and organizing client folders takes another 2+ hours and is prone to human error.

How Our Client Onboarding AI Employee Works:

01

Intelligent Asset Collection

The AI Employee sends personalized follow-up emails to clients, automatically detecting when files are uploaded and validating format requirements. No more chasing missing brand assets.

01

Intelligent Asset Collection

The AI Employee sends personalized follow-up emails to clients, automatically detecting when files are uploaded and validating format requirements. No more chasing missing brand assets.

01

Intelligent Asset Collection

The AI Employee sends personalized follow-up emails to clients, automatically detecting when files are uploaded and validating format requirements. No more chasing missing brand assets.

02

Smart Questionnaire Scoring

Advanced prompts analyze client responses for completeness and clarity, flagging potential scope issues before they become problems. Incomplete sections trigger targeted follow-up questions.

02

Smart Questionnaire Scoring

Advanced prompts analyze client responses for completeness and clarity, flagging potential scope issues before they become problems. Incomplete sections trigger targeted follow-up questions.

02

Smart Questionnaire Scoring

Advanced prompts analyze client responses for completeness and clarity, flagging potential scope issues before they become problems. Incomplete sections trigger targeted follow-up questions.

03

Automated Project Setup

Once assets and requirements are validated, the AI Employee automatically creates organized ClickUp tasks, sets up dedicated Slack channels, and populates project folders with proper naming conventions.

03

Automated Project Setup

Once assets and requirements are validated, the AI Employee automatically creates organized ClickUp tasks, sets up dedicated Slack channels, and populates project folders with proper naming conventions.

03

Automated Project Setup

Once assets and requirements are validated, the AI Employee automatically creates organized ClickUp tasks, sets up dedicated Slack channels, and populates project folders with proper naming conventions.

04

Stakeholder Notifications

All relevant team members receive structured notifications with client context, project scope, and next steps — ensuring nothing falls through the cracks.

04

Stakeholder Notifications

All relevant team members receive structured notifications with client context, project scope, and next steps — ensuring nothing falls through the cracks.

04

Stakeholder Notifications

All relevant team members receive structured notifications with client context, project scope, and next steps — ensuring nothing falls through the cracks.

Complete Your AI Workforce

Maximize your automation with these complementary AI Employees that work perfectly with your onboarding system.

Maximize your automation with these complementary AI Employees that work perfectly with your onboarding system.

Maximize your automation with these complementary AI Employees that work perfectly with your onboarding system.

Free 30-minute audit • No sales pitch • Get your custom automation roadmap

72% Faster Client Onboarding

Average onboarding time reduced from 4 hours to 1.1 hours per client

Average onboarding time reduced from 4 hours to 1.1 hours per client

Average onboarding time reduced from 4 hours to 1.1 hours per client

95% reduction in missing asset delays

95% reduction in missing asset delays

95% reduction in missing asset delays

Zero project setup errors since implementation

Zero project setup errors since implementation

Zero project setup errors since implementation

2.3x faster time-to-first-deliverable

2.3x faster time-to-first-deliverable

2.3x faster time-to-first-deliverable

Ready to automate your client onboarding process?

See how we can eliminate 72% of your manual onboarding work and get clients up and running faster than ever.

Free 30-minute consultation to map your current workflow and identify automation opportunities.

EXPLORE AI SOLUTIONS

AI Employees

Combine AI with your every-day apps

AI Visibility

Combine AI with your every-day apps

AI Organisation Charts

Combine AI with your every-day apps

AI USE CASES

Real teams, real AI workflows, real results

Zapier brings workflows, interfaces, data, and AI into one place, so you can focus on building. Make your own IT helpdesks, onboarding systems, and lead routing—all without switching tools.

Connect 300+ AI tools to nearly 8,000 everyday apps

Build AI agents that work while you sleep

Deploy chatbots that solve customer problems automatically

Use built-in AI assistance to create workflows in minutes

Zapier makes our team of three feel like a team of ten

— Marcus Saito, Head of IT and AI Automation, Remote

2,200+

Days of work automated each month

28%

Of tickets solved automatically

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CUSTOMER STORIES

For industry giants, ambitious startups, and everyone in between.

Whether you're a global enterprise or solo founder, AI employees multiply your output, slash your costs, and let you finally focus on scaling instead of surviving.

Sweeny Studio transformed our operations. Our team finally focuses on strategy instead of drowning in repetitive tasks.

— Angus Cowan, CEO of MKTG Emails

40%

of day to day operations fully automated via AI Employees.

$60k/m

of payroll savings every month.

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Scale AI the Easy Way

No AI hype here. Just results.

No AI hype here. Just results.

No AI hype here. Just results.

133,392 Hours

133,392 Hours

133,392 Hours

Hours saved through businesses using AI Employees.

Hours saved through businesses using AI Employees.

We're pioneering the future of work—where AI employees handle the repetitive tasks that drain your team, so humans can focus on what matters: creativity, strategy, and growth.

Our AI Employees connect directly into your existing tech stack—no migrations, rebuilds, or messy workarounds.

Your team focuses on strategy and scale while AI Employees handle the grunt work behind the scenes.

Delegate entire digital workflows to AI Employees that work 24/7 without errors, fatigue, or missed steps.

Scale operations instantly—add new AI Employees as your business grows, without increasing overhead.

Connect to Content

Add layers or components to infinitely loop on your page.

Connect to Content

Add layers or components to infinitely loop on your page.

Connect to Content

Add layers or components to infinitely loop on your page.

AI USE CASES

Real teams, real AI workflows, real results

Not sure where to start with AI and agents? These teams have AI handling real work, right now. And you can too.

AI Employees
AI Visibility
AI Infrastructure

Intelligent AI Employees for Real Work

Deploy intelligent AI agents that handle complex tasks, make decisions, and deliver results 24/7 with human-level capabilities.

AI Employees

AI Visibility

AI Infrastructure

Intelligent AI Employees for Real Work

Deploy intelligent AI agents that handle complex tasks, make decisions, and deliver results 24/7 with human-level capabilities.

Move fast.
Stay in control.

Ops teams build what they need while IT gets oversight. Enterprises trust Zapier to deliver the speed and innovation of AI, without any tricky IT tradeoffs.

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Role-based permissions that mirror your organization

Align automation capabilities with your team structure

Role-based permissions that mirror your organization

Align automation capabilities with your team structure

Role-based permissions that mirror your organization

Align automation capabilities with your team structure

Role-based permissions that mirror your organization

Align automation capabilities with your team structure

Role-based permissions that mirror your organization

Align automation capabilities with your team structure

Enterprise features

Security and Compliance

Get a demo

Zapier lets us spin up and test automations in hours, not full engineering sprints.

— Korey Marciniak, Senior Manager of Customer Support Strategy and Operations

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SECURITY

Zapier is secure automation that sticks

Our customers run millions of workflows a day—securely, reliably, and at scale. Here’s why founders, CIOs, and their IT teams trust us with their data.

SOC 2 (TYPE II) SOC 3

GDPR Compliant

CCPA

GDPR UK COMPLIANT

SOC 2 (Type II) & SOC 3 Certified

Your workflows meet the highest industry standards for security and compliance.

SOC 2 (Type II) & SOC 3 Certified

Your workflows meet the highest industry standards for security and compliance.

SOC 2 (Type II) & SOC 3 Certified

Your workflows meet the highest industry standards for security and compliance.

SOC 2 (Type II) & SOC 3 Certified

Your workflows meet the highest industry standards for security and compliance.

SOC 2 (Type II) & SOC 3 Certified

Your workflows meet the highest industry standards for security and compliance.

SOC 2 (Type II) & SOC 3 Certified

Your workflows meet the highest industry standards for security and compliance.