THE BRIEF
Start with the real requirement.
A cross-platform workflow for survey intake, hiring steps, onboarding handoffs and reminders.
CASE STUDY · Workflow Automation
How Hiring & onboarding automation was built.
A practical look at the thinking, scope and implementation behind the final deliverable—without vanity metrics or inflated claims.
CLIENTHome-services business
PROJECT TYPEWorkflow Automation
CORE FOCUSZapier · Forms · Onboarding
THE APPROACH
Four stages from requirement to reviewed delivery.
Each stage reduced ambiguity before the next layer was added, keeping the work clear, testable and maintainable.
THE SCOPE
Define the journey before building.
The work focused on the workflow automation structure, the data or decisions moving through it, and the handoffs needed to keep the process clear.
THE BUILD
Connect every element with purpose.
The system was configured around Zapier, Forms, Onboarding, with attention given to workflow logic, ownership, exceptions and maintainability.
VALIDATION
Review the complete experience.
The final setup was reviewed against realistic scenarios, including the points where information, ownership or automation could fail.
EXPLORE THE RESULT