client-onboard

Automating client onboarding involves collecting engagement details through interactive forms to generate draft contracts, welcome emails, and workspace configurations. A confirmation gate ensures you review all project details before the wizard creates directories and repositories.

A confirmation gate in a client onboarding wizard is a mandatory review step that pauses resource creation. It allows you to verify engagement details and draft documents before the system actually creates project directories, GitHub repositories, and project boards.

You do not strictly need the GitHub CLI to set up client workspaces, as the workflow handles optional GitHub CLI availability. The onboarding wizard can still generate draft contracts and directories, skipping repository and project board automation if the CLI is absent.

Yes, this onboarding workflow supports freelance and agency billing configuration by producing structured outputs for billing sections. It generates an invoice template using placeholders for sensitive data, allowing you to finalize financial details safely after the draft generation.

The client onboarding process handles sensitive data by enforcing draft and sensitive-data guardrails during document generation. It uses placeholders for sensitive fields in generated contracts and invoice templates, ensuring raw financial or personal details are not hardcoded into drafts.

The best way to sanitize repository and folder names during project setup is to use automated formatting rules that remove invalid characters. This onboarding workflow automatically sanitizes directory and repository names before creation to ensure compatibility with your file system and GitHub.