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Marketing Onboarding
Kick off new marketing engagements by collecting goals, brand assets, and account access in one client-friendly form.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
Brand Assets
4 fields filled
Brand Name
Primary Colours
Typefaces
File Formats
Your client sends 1 file and types 5 fields. AI reads the documents and fills the other 4.
- Client sends
- 1
- 1 file to upload
- Client types
- 5
- the rest is read for them
- AI fills
- 4
- extracted from the files
- On the form
- 9
- fields in total
Start with Marketing Onboarding
Import the template and send your first request in minutes.