Scriptera8 scenarios


4New client onboarding — folder, email and team, automatically

3Client onboarding: folder, record and team alert, automatically

4A form lead: analysed in a sheet, answered by email, flagged in your chat

3Client onboarding from an intake form — checklist, consultant and kickoff

5Onboard a new client in one move

6Client onboarding from a questionnaire: project, tasks, channel, email, CRM

6Client onboarding from a single form: project, tasks, contract, channel

5Agency client onboarding — folders, brief, and welcome email from one form