Explore Thoughtful+ Free

Unlock all blogs, whitepapers, case studies, webinars, and more!

Smart Bot

All Bots

CI

Customer Intake and Setup

When a new customer fills out their intital form, the bot sets up all of the teams, groups, applications, and processes associated with the new client.

Industry:

All Industries

Function:

Account Management

Steps

  1. Get information from form results.
  2. Setup Google Group and invite members.
  3. Setup Microsoft Teams and invite members.
  4. Create SharePoint client folder.
  5. Add all new customer forms to client folder.
  6. Setup recurring invoice in QuickBooks.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Share

CI

Book a demo of this bot

A no obligation way to understand how automation can increase efficiency, productivity, and accuracy.

Related