Automation / SaaS
Automated Client Onboarding Pipeline
Replaced a 3-week manual onboarding process with an AI-orchestrated pipeline that gets new clients live in 48 hours.
Context
A B2B SaaS company had a painful onboarding process: intake forms, manual data entry, configuration steps, welcome emails — all handled by a 2-person ops team juggling spreadsheets.
Problem
Average onboarding took 3 weeks. Errors in manual data transfer caused support tickets. The ops team was the bottleneck — every new client meant less time for existing ones.
Approach
Mapped the entire onboarding flow. Identified steps that could be automated vs. those needing human review. Built an orchestration layer using Claude API to parse intake documents and extract structured data.
Build
Supabase for state management and audit trail. Claude API for document parsing and data extraction. React admin panel for human-in-the-loop review steps. Resend for automated email sequences.
Result
Onboarding time dropped from 3 weeks to 48 hours. Data accuracy improved to 98%. The ops team was freed up to focus on client success instead of data entry.
What This Proves
The best automation keeps humans in the loop where judgment matters and removes them where it doesn't. AI parsing + human review is the sweet spot.