PRO
Client Onboarding
When you add a client folder, Routi creates Contracts and Invoices, drafts a welcome email and adds an onboarding checklist.
Needs internetCloud AIDocuments
This routine sends file content to the Cloud AI provider you connect. Provider usage is billed to your account.
WHAT IT DOES
WHENA new folder in Clients~/Documents/Clients
DOCreate ContractsContracts in the new folder
DOCreate InvoicesInvoices in the new folder
DODraft a welcome emailWelcome email.md in the client folder
DOAdd a checklistOnboarding checklist.md
Requirements
What you need.
Routi Pro license
Internet connection
A Cloud AI provider with your own API key. Usage is billed by the provider
You approve it first.
Before Client Onboarding turns on, Routi lists every folder it can use and exactly what it will change. Nothing runs until you say yes, and anything moved to the Trash can be restored.
How folder access works ›More in Documents
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