AI-powered client onboarding workflow that validates form submissions, updates CRM records, automates onboarding emails, and notifies internal teams using n8n.

taxdome python automation

Process improvement project to streamline client onboarding and application access. Includes mock SOPs, process maps, and stakeholder feedback templates.

Automated client onboarding system with AI-powered workflows using n8n and Gemini API

SMMA Client Onboarding Tool

🚀 Streamline TaxDome pipelines with this automation system, enhancing reliability and visibility while eliminating manual tasks for complex client workflows.