Case study

Automating Client Onboarding with n8n Workflows

We replaced manual onboarding steps with governed n8n workflows connecting forms, CRM and email.

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Finance · Automation

The challenge

Onboarding relied on copying data between systems by hand, causing delays and errors.

Our solution

We mapped the process, built n8n workflows with validation, approvals and audit logging, and documented them for the in-house team.

Results

Client details are anonymised.

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Zoya Khan, Head of Strategy & Sales
Zoya KhanHead of Strategy & Sales

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