Automate marketing agency onboarding with intelligent workflows
Turn scattered onboarding tasks into streamlined processes that learn and improve with every new client.
Backed by the best
Onboarding chaos slows agency growth
Marketing agencies lose weeks on repetitive onboarding tasks for every new client or team member. Account managers manually create folders in Google Drive, copy-paste client briefs into Slack channels, and walk through the same tool explanations repeatedly. Project managers scramble to set up Asana boards while hunting down brand guidelines from old email threads. Senior staff spend hours recreating processes they've done dozens of times instead of focusing on strategy and creative work.
- Manually setting up Google Drive folders and Slack channels for each client
- Explaining the same workflow processes to every new team member
- Hunting through email threads for client assets and brand guidelines
- Recreating Asana project templates and forgetting key setup steps
AI workspace that automates and learns your onboarding processes
- Auto-generate client folders, documentation, and team channel setup from brief conversations
- Create personalized training workflows that adapt to different roles and experience levels
- Build searchable knowledge base from all client assets, guidelines, and past project learnings
- Generate custom onboarding scripts and checklists that improve with each completed project
How it works
- 01
Upload existing processes
Connect Google Drive, Slack, and Asana. Brainvolt learns from your current onboarding documentation and workflows.
- 02
Automate through conversation
Tell Brainvolt about a new client or hire. It generates folders, sets up channels, and creates custom training plans.
- 03
Refine and improve
Each onboarding builds your knowledge base. Successful processes become reusable automated workflows for future projects.
What Brainvolt brings to your workflow
Contextual Process Intelligence
AI draws from your Google Drive templates, Slack channel history, and Asana project structures to understand your unique onboarding approach. Learns client-specific requirements and team preferences to customize each setup automatically.
Collaborative Workflow Building
Shared AI channels where account managers, project leads, and senior staff can refine onboarding processes together. Team knowledge becomes visible and reusable across all future client setups.
Automated Execution Engine
Builds custom scripts to set up Google Drive structures, create Asana templates, and generate client-specific documentation. Converts onboarding conversations into shipped workflows that integrate with your existing tools.
Smart Tool Connections
Pre-built integrations with Google Drive, Slack, and Google Calendar, plus on-demand connections to your specific project management and reporting tools. Creates custom integrations through simple conversation.
Frequently asked questions
Connect your world.
Get things done.
Try the AI workspace that keeps context and helps you turn conversation into action.