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Onboarding fix saved 15 hours weekly
A client hired an agency to build an AI agent for customer onboarding, with budget approved and kickoff scheduled. The agency spent the first two hours mapping the current onboarding flow instead of writing code, and found three people doing the same data entry in three different tools because the tools had never been connected. They killed the AI project and shipped a Make.com scenario plus a Slack channel instead.
How it wentThe fix shipped in 4 days and saved the client 15 hours a week. The client still paid the invoice in full. The poster's stated lesson: the best automation work is sometimes telling the client they do not need AI at all.
Try it · based on the source's workflow
Before building anything, map my customer onboarding flow step by step: every tool, every handoff, and every place the same information gets typed twice. Then design the simplest automation that connects those tools, using [Make or Zapier] scenarios where plain connections are enough and AI only where a step needs judgment. Show me the map and the plan before you build, and list the hours each step costs us today.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.