AI AutomationStudent

Client onboarding agent for a bookkeeping firm

Six weeks, self-paced, lifetime access.

AAmaka O.Student

The problem

A bookkeeping firm was manually chasing and checking every new client's documents by hand.

How it solves it

A self-paced build from the Automation Engineering course: an agent that collects, verifies and files client documents straight into the CRM.

Built with

n8nOpenAIGoogle Drive API

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