Guide
How to automate client onboarding on Windows
The easiest way to automate onboarding is to map the exact sequence you repeat for each client and turn that sequence into a reusable desktop workflow.
Start with the repeatable parts
Look for the steps that happen in every onboarding: account setup, folder creation, copying client details, and opening the same tools.
Build one reliable flow
Keep the first version focused on the boring, repeatable setup. Once it works, you can improve it over time and add more steps if needed.
Keep it easy to maintain
A visible workflow is easier to update than a script that only one person understands. That makes it more practical for client work that changes over time.