Onboarding for everyone you work with.
Welcome and farewell flows for clients, employees, contractors, vendors, and AI agents. Prebuilt templates per industry, your brand, your integrations. Stop losing track of access, assets, and paperwork.
One engine. Five lifecycles.
Same playbook engine, different steps for different subjects. No more spreadsheets or "I think someone sent the W-9."
Clients
Welcome packages, intake forms, kickoff calls. Wrap-ups that hand off cleanly with references and references.
W2 Employees
Offer accept through first-week readiness. Compliant exits: final pay, access revocation, COBRA, exit interview.
1099 Contractors
W-9 + MSA + scoped access + first deliverable. Final invoice, 1099 prep handoff, access revocation.
Third-Party Vendors
NDA, SOW, COI, payment setup. Vendor scorecard + data-deletion request when the engagement closes.
AI Agents
Identity, API keys, tool scope, budget, acceptance tests, sandbox, graduated rollout. Sunset cleanly. Powered by AI Wannabe.
Your industry
Gym, accountant, real estate, clinic, photographer, lawyer, agency. Templates per industry, or build your own in minutes.
How it works
Three pieces. The engine handles the rest.
Pick or build a template
Start with one of our 10 prebuilt lifecycle templates or design your own. Drag email, form, and task steps into a playbook. Publish when ready.
Trigger a run
Stripe purchase, PayPal payment, manual button, or API call. Any of these starts a run. The same engine handles all three, idempotent against retries.
Steps execute automatically
Emails go out, forms render in the onboardee portal, manual tasks land in your queue. Downstream steps unlock as dependencies complete.
What makes it different
Beautiful onboardee portal
Magic-link access, no account required. Branded to your colors and logo. Progress bar, inline forms, mobile-friendly out of the box.
BYO integrations, or use ours
Plug in your SendGrid, Twilio, Stripe, DocuSign, Calendly. Or use our platform credentials and we handle the wiring. Switch anytime.
Offboarding included
Onboarding is half the lifecycle. Revoke access, return assets, run exit interviews, document the handoff. Built-in, not an afterthought.
Triggers any payment
Stripe Connect (one webhook, every workspace), PayPal, manual, scheduled, API. Same engine. No matter how the customer pays you, the run starts.
AI agent lifecycle
Identity, keys, scope, budget, tests, sandbox, rollout. Then pause, revoke, archive, reconcile. The only platform handling AI agent lifecycle the same way humans do.
White-label
Your logo, your colors, your sender email. Your onboardees see your brand, not ours. Sub-domain CNAMEs in Phase 2.