Chase and Collect Onboarding Documents From New Clients
Start engagements faster — send new clients a checklist of required documents, track what's received, and chase anything outstanding automatically.
- 1
Kick Off Collection
Add a
Webhook/trigger creating a checklist of required documents for the new client. - 2
Track Uploads
Add a
Typeform TriggerandAirtablenode marking documents received as they arrive. - 3
Detect What's Missing
Add a
Codenode comparing received documents to the required list. - 4
Chase the Gaps
Add a
Gmailnode reminding the client which documents are still needed. - 5
Activate and Test
Activate the workflow and start a test onboarding. Confirm tracking and chasing work.
Frequently asked questions
What if a document is wrong?
Add a review step so staff can reject and re-request a document that doesn't meet requirements.
Can I unblock work when complete?
Notify the team once all documents are received so the engagement can start immediately.
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