• CLIENTS
  • TASKS
  • TEAM
  • HUMAN

How to automate client onboarding tasks with your AI

Connect Aero Workflow to your AI client once. After that, you just tell your agent to handle the setup for new accounts.

Ask AI about this page

Short answer

How can I automate client onboarding with my AI?

Your AI uses Aero Workflow to find specific clients and generate new tasks for your team. It handles the lookup and the assignment so you don't have to manually enter data. You get a list of ready-to-go tasks for every new account.

Where tasks land.

Onboarding outcomes.

The AI moves data from your client list directly into your active work queues.

CLIENTS

Identified new accounts

The AI scans your database to find the specific client entities you need. It pulls the names and details required for the next steps.

TASKS

Created work items

New tasks are generated for every onboarding step. These show up in your workflow as actionable items.

TEAM

Assigned to staff

The AI matches tasks to the right people by looking up your current team members. This ensures the right person gets the work.

HUMAN

Ready for review

You keep control. The AI prepares the tasks, but you decide when to trigger the final assignment or change a person's workload.

The workflow

What your AI does when a new client arrives.

The AI takes over the repetitive data entry and routing parts of your onboarding process.

  1. Find the client

    Your agent looks up the specific customer in your firm's records to ensure the data is accurate.

    list_firm_customers

  2. Identify the team

    The AI checks who is currently on your staff to see who is available to take on new work.

    list_firm_team_members

  3. Build the task

    The agent creates a formal entry in your workflow system for the specific onboarding action needed.

    create_new_workflow_task

  4. Assign the work

    The AI links the newly created task to the specific team member identified in the previous step.

    create_new_workflow_task

Try it

Copy these to start.

Use these prompts to trigger the onboarding workflow.

Starting points

These are just ways to start the conversation. Swap out the client names or team roles to match your actual setup.

Aero Workflow Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_w127F48ie1797zyAeB1Kvx1fXFR59Z3a4RUt5cuA/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Aero Workflow capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "aero-workflow-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_w127F48ie1797zyAeB1Kvx1fXFR59Z3a4RUt5cuA/mcp"
    }
  }
}
Copy into chat04

  • Find the client 'Acme Corp' and create an onboarding task for them.

  • Look up my team members and assign the new 'Global Logistics' task to Sarah.

  • Check my customer list for any new entities added this week and set up their tasks.

  • Create a task for 'Riverside Partners' and assign it to the person in charge of account management.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Aero Workflow once, then ask.

Click the link to connect your account. Your credentials stay encrypted and private, and you can find the full technical details on the Connector page.

Connect Aero Workflow to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete existing client records?

    No. The AI only has tools to list customers and create new tasks. It cannot delete or modify your existing client data.

  • 02

    Will the AI assign tasks without my permission?

    The AI performs the assignment based on your prompt, but you can always review the task list in your workflow tool to manage or reassign them manually.

  • 03

    Can I use this to find team members' email addresses?

    The AI can list your team members to find the right person for a task, but it does not have a tool to export or send emails.

  • 04

    Does the AI know which clients are new?

    The AI can list all customers, so you can tell it to look for specific names or you can ask it to find clients that meet certain criteria.

  • 05

    Can the AI create tasks in other software?

    No. This connector is specifically for Aero Workflow tasks. It cannot push tasks to other project management tools.

  • More questions about Aero Workflow? The Connector page answers them. See everything the Aero Workflow Connector can do

Connect Aero Workflow to Claude, Cursor, ChatGPT & more