Set up automated client onboarding workflows in Karbon

Learn how to configure client intake automation in Karbon with custom forms, task templates, and email triggers that scale your practice without adding headcount.

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Get started with Trinity

Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Karbon sitting right next to you.

What happens when you click "Start with Trinity"

1
Connect your microphone
Give permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
2
Share your screen
Share the screen you are working on so Trinity can see what you're doing and provide guidance.

Step-by-Step Guide

Step 1Access the workflow templates

Step 2Create a new onboarding template

Step 3Configure the intake form fields

Step 4Build your task sequence

Step 5Set up automatic task assignments

Step 6Add email triggers and reminders

Step 7Test and activate the workflow

Get started with Trinity

What happens when you click "Start with Trinity"