Onboarding Checklist Agent
Runs a standardised checklist for every new relationship — continuously, in your systems, in your tone.
Onboarding Checklist Agent
Runs a standardised checklist for every new relationship — client, vendor or employee — so nothing gets missed in the rush.
Ops & Reporting
The problem
What this agent takes off your plate
Across the operation, runs a standardised checklist for every new relationship — client, vendor or employee — so nothing gets missed in the rush — but doing it manually does not scale. Onboarding Checklist is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
- Runs a standardised checklist for every new relationship
- vendor or employee
- so nothing gets missed in the rush.
- Checklists handled automatically against your rules
How it works
From intake to approval
Onboarding Checklist connects to Checklists, Onboarding, Shopify and your ops & reporting stack. It reads your rules, brand voice and live data — then runs a standardised checklist for every new relationship — client, vendor or employee — so nothing gets missed in the rush. Exceptions land with your team; everything else runs without another dashboard to check.
Why this agent
Runs a standardised checklist for every new relationship — client, vendor or employee — so nothing gets missed in the rush.
Outcomes
- Onboarding Checklist runs without manual handoffs
- Multi-department operations at spends less time on repeat work
- Consistent output every time — not when someone gets to it
- Full trace in your existing systems
Connects to
Writes back
Turn tangled operations into clean, owned automation.
187N reads your tickets, orders and brand rules — then runs the work across every department and writes back to the tools you already use. Your team keeps the exceptions; the agents take the rest.
