Onboarding Workflow

Onboarding Workflow

flowchart TD A["Pandadoc Webhook<br>Contract Signed"] --> B["Get Custom Fields from Pandadoc<br>Filter by Client Type"] B --> C["Get Payment Terms Document<br>from Shared Google Drive"] C --> D["Send Onboarding Accounting Email<br>to the Client"] D --> E["Copy Onboarding Spreadsheet<br>from Database"] E --> F["Share New Onboarding Spreadsheet<br>with Client and Internal Team"] F --> G["Generate Template Checklist Share Link"] G --> H["Get Slack Channel<br>Search for Channel Name"] H --> I("Channel exists?") I -->|No| J["Create Channel<br>Set Channel ID"] I -->|Yes| K["Set Channel ID"] J --> L["Invite Internal Teams<br>to Slack Channel"] K --> L L --> M["Append Master Client Database"] M --> N["Notify Main Channel<br>and Client Channel"]