Onboarding automation
A sequence of automated actions triggered when a new client, employee, or user joins. Example: new client signs contract → create project in ClickUp, generate welcome email, set up Slack channel, provision tools, schedule kickoff call all in under 60 seconds.
83%
of clients with automated onboarding report higher satisfaction scores
PURIST client data
How PURIST uses this
This concept is built into every automation we deploy.
When PURIST builds your automation, Onboarding automation is not an optional consideration it is part of the production standard. Our workflows are tested against edge cases, monitored 24/7, and built to handle what happens when things don't go as expected.
Every client workflow we deploy in the Operations category is designed with this principle in mind from day one not added as an afterthought.
Complexity level
Anyone can understand this no technical background needed.
Related terms
Drip sequence
A timed series of automated emails or messages sent to a contact over a defined …
CRM (Customer Relationship Management)
A system for managing contacts, deals, and communication history. CRM integratio…
Workflow template
A pre-built automation that can be imported and customised. PURIST's Workflow Li…
Quick facts
83%
of clients with automated onboarding report higher satisfaction scores
PURIST client data
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