Streamline Customer Onboarding with businesses.do: Automation as Code

The Challenge of Manual Customer Onboarding

Bringing a new customer into your ecosystem is exciting, but the onboarding process itself can often be a significant operational bottleneck. Manual onboarding typically involves:

• Collecting and verifying customer information.
• Setting up accounts across multiple internal systems.
• Configuring specific services or plans.
• Sending welcome emails and documentation.
• Notifying relevant internal teams (Sales, Support, Success).

This sequence is often time-consuming, prone to human error, difficult to track, and inconsistent, especially as your business scales. Delays or mistakes during onboarding can lead to a poor first impression and potential customer churn.

Enter businesses.do: Onboarding as Code

The businesses.do platform offers a revolutionary approach: Business-as-Code. It allows you to define complex business operations, like customer onboarding, as automated, version-controlled agentic workflows. These workflows execute predefined steps reliably and consistently, triggered by a simple API call, transforming the process into an efficient Service-as-Software.

Imagine kicking off a comprehensive onboarding sequence with just one API request. That's the power businesses.do delivers.

Automating Onboarding: A Practical Example

Let's look at how you might automate onboarding using the .do platform. The core idea is to define an onboarding workflow within .do that encapsulates all the necessary steps. Then, you trigger this workflow from your application (e.g., CRM, website backend) whenever a new customer signs up.

Here’s a simplified TypeScript example using the .do SDK:

import { Do } from '@do/sdk';

// Initialize the Do client
const doClient = new Do({ apiKey: 'YOUR_API_KEY' });

// Onboard a new business customer
async function onboardBusiness(name: string, email: string) {
  try {
    const result = await doClient.workflows.trigger('business-onboarding', {
      customerName: name,
      contactEmail: email,
      plan: 'enterprise', // Specify relevant onboarding parameters
      setupTask: true
    });
    console.log('Onboarding initiated:', result.workflowRunId);
    // You can store the workflowRunId to track progress
    return result;
  } catch (error) {
    console.error('Failed to onboard business:', error);
  }
}

// Example trigger
onboardBusiness('Acme Corp', 'contact@acme.com');

What happens when onboardBusiness is called?

1. Your application sends a request to the .do API, triggering the business-onboarding workflow.
2. Essential customer data (name, email, plan, etc.) is passed securely as parameters.
3. The .do platform executes the predefined workflow steps:
   • Validate input data.
   • Create user account in your primary database.
   • Provision services based on the 'enterprise' plan.
   • Add the customer to your CRM.
   • Send a personalized welcome email.
   • Notify the account management team via Slack or email.
   • Generate an initial setup task if setupTask is true.
4. The API call returns a workflowRunId, allowing you to monitor the onboarding process asynchronously.

Benefits of Automating Onboarding with .do

Adopting Business-as-Code for onboarding via businesses.do yields significant advantages:

• Speed & Efficiency: Dramatically reduce the time it takes to onboard new customers.
• Consistency & Accuracy: Eliminate manual errors and ensure every customer gets the same high-quality experience.
• Scalability: Effortlessly handle increasing volumes of new customers without proportionally increasing manual effort.
• Visibility & Control: Track the status of each onboarding process through the platform.
• Resource Optimization: Free up your team members to focus on higher-value activities instead of repetitive tasks.
• Improved Customer Experience: Provide a smooth, fast, and professional start to the customer relationship.

Beyond Onboarding

While customer onboarding is a powerful use case, the .do platform's agentic workflows can automate virtually any repeatable business process – from order fulfillment and compliance checks to financial reporting and HR tasks. If you can define it, you can automate it as code.

Get Started with Automated Onboarding

Ready to transform your customer onboarding from a manual chore into a streamlined, automated Service-as-Software?

1. Sign up for a businesses.do account.
2. Explore the documentation to learn about defining agentic workflows.
3. Obtain your API key.
4. Use the SDKs to integrate workflow triggers into your existing applications.

Start running your business operations as code and unlock new levels of efficiency and scalability. Visit businesses.do today!