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Todd White | Updated May 17, 2021

What part of my onboarding process can I automate?

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Todd White | May 17, 2021

Any manual, repeatable task.

-Status updates
-Reminders
-Task updates
-Assignments
-Due dates
-If you want to go next-level on your automation, you can connect other tools to GuideCX and use them to trigger automated responses.

As soon as you create a new project in GuideCX, everyone you have invited to the project automatically gets a welcome email and a quick overview of what’s coming next. This eliminates the black hole of communication that sometimes happens during the hand-off from the sales team to the implementation team.

GuideCX also sends automated status updates when tasks are completed, and automated task reminders when something is late or needs to get done.

If a deadline or delivery date does change, GuideCX can update the deadlines for any dependent tasks for you.

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