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OperationsFREE

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.

difficulty Intermediatesetup 35 minresult Onboarding documents come in on time because clients are guided and chased without manual follow-up.—
—
  1. 1

    Kick Off Collection

    Add a Webhook/trigger creating a checklist of required documents for the new client.

  2. 2

    Track Uploads

    Add a Typeform Trigger and Airtable node marking documents received as they arrive.

  3. 3

    Detect What's Missing

    Add a Code node comparing received documents to the required list.

  4. 4

    Chase the Gaps

    Add a Gmail node reminding the client which documents are still needed.

  5. 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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