• CONTACTS
  • WORKFLOWS
  • STATUS
  • HUMAN

How to automate client onboarding with your AI

Connect Superdocu to your agent to handle the repetitive parts of bringing on new clients. Once connected, your AI manages the data entry and the paperwork requests.

Ask AI about this page

Short answer

How can I automate client onboarding with my AI?

Your AI uses Superdocu to create new contact records and start standardized document collection workflows. This moves you from a chat prompt to a live request in seconds. You get a clean list of what's been sent and what's still missing.

Where every action lands.

Onboarding outcomes

The AI handles the setup so you can focus on the client.

CONTACTS

New client records

The AI uses create_contact to build the profile. You get a fresh entry in your system without typing names or emails manually.

WORKFLOWS

Active document requests

The agent pulls from your existing templates to start the process. You'll see the specific collection tasks appear in your dashboard.

STATUS

Real-time tracking

The AI can check which workflows are active. You'll know exactly which clients have completed their paperwork.

HUMAN

Manual review needed

The AI won't delete any existing data or change your core templates. You stay in control of the actual document content.

The workflow

What your AI does when a new client arrives.

The AI takes your text instructions and turns them into structured actions in Superdocu.

  1. Create the profile

    Your agent takes the name and contact info from your chat and builds the client record.

    create_contact

  2. Find the right template

    The AI looks through your available onboarding sequences to find the right match.

    list_workflows

  3. Launch the request

    The agent triggers the specific document collection process for that new contact.

    create_request

  4. Confirm completion

    The AI verifies the request was sent and tells you it's ready to go.

    create_request

Try it

Copy these to start.

Use these prompts to trigger the onboarding process.

Starting points

These are starting points. Swap out the bracketed info with your actual client names or specific workflow titles.

Superdocu Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_KQt00OHiPYxRdWqoKd2WqFBxm4RckgsVWov4rCdV/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 — Superdocu capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "superdocu-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_KQt00OHiPYxRdWqoKd2WqFBxm4RckgsVWov4rCdV/mcp"
    }
  }
}
Copy into chat04

  • Create a new contact for Jane Doe at jane@example.com and start the standard onboarding workflow.

  • Find my 'New Client KYC' workflow and trigger it for the contact I just created.

  • Add a contact for Acme Corp and start the document collection request immediately.

  • List my available onboarding workflows so I can pick one for this new client.

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

Start here

Connect Superdocu once, then ask.

Just link your account once. Your credentials stay encrypted, and you can start giving commands to your agent immediately.

Connect Superdocu to your AI

FAQ

How the onboarding task behaves

  • 01

    Can the AI delete a contact if I make a mistake?

    No. The AI only has tools to create contacts and requests. It cannot delete or modify existing records.

  • 02

    Will the AI change my document templates?

    No. The AI can list and trigger workflows, but it cannot edit the content of your templates.

  • 03

    Do I need to manually enter the client's email?

    No. If you provide the email in your chat, the AI uses it to create the contact automatically.

  • 04

    Can the AI see which documents the client has already uploaded?

    The AI can trigger and list workflows, but it doesn't have a tool to read the specific files uploaded by clients.

  • 05

    How does the AI know which workflow to use?

    You tell it which one to use in your prompt, or it can list your available workflows to help you choose.

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

Connect Superdocu to Claude, Cursor, ChatGPT & more