Audit onboarding before you automate it

An agency reviewed a client’s onboarding flow, then built a Make scenario and Slack channel instead of the AI agent they first planned.

Done with Make· Intermediate· Aug 2026

What they did
Before writing any automation, the team spent two hours charting how the client actually onboarded customers. That review exposed three people copying the same details into three different systems, so they abandoned the agent idea and moved to a Make.com scenario paired with a Slack channel.
How it went
They turned the replacement around in four days. The client accepted the original bill, and the new workflow reduced the team’s weekly workload by 15 hours.
Tips
Map the process first so you can spot duplicate entry and other friction points before choosing a tool. If you use Make, keep the workflow rule-based and pause for approval before anything is sent outside the team.

Try it yourself with Make

I want to streamline our customer onboarding with Make. Start by asking me how the process works today, from first signup through final handoff, and call out any repeated typing or handoffs between tools. Then design a fixed-step flow that does these tasks in order: [create folder], [send welcome message], [add onboarding tasks], and [share a short status update in Slack channel [channel]]. Before any email or message goes out, stop and show me the draft so I can approve it. After that, run one test record through the setup and report any errors.

Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.

Read the original on reddit.com ↗

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