Client Onboarding Starter Kit
Alternatives
0 PH launches analyzed!
Client Onboarding Starter Kit
Save 8–12 hours per client by automating repetitive tasks
7
Problem
Users currently spend 8–12 hours per client manually handling repetitive tasks during client onboarding, leading to inefficiency and reduced capacity for scaling their services.
Solution
A client onboarding automation toolkit built with Appsmith, Notion, n8n, Puppeteer, and LangChain. Users can auto-create workspaces and trigger setup flows, eliminating manual steps (e.g., automated document generation, workspace setup).
Customers
Agencies, consultants, and freelancers who manage multiple clients and require streamlined onboarding processes.
Alternatives
Unique Features
Pre-configured integration of multiple no-code/low-code tools (Appsmith, Notion, n8n) into a unified workflow, specifically tailored for client onboarding automation.
User Comments
No direct user comments available from provided data. Potential user feedback might include: Reduced onboarding time, Easy integration with existing tools, Customizable workflows, Scalability for multiple clients, Improved client satisfaction.
Traction
Listed on ProductHunt with tagline emphasizing time savings (no specific MRR/user metrics provided). GitHub repository for starter kit may indicate traction via code adoption.
Market Size
The global business process automation market is valued at $15 billion (2023), driven by demand for operational efficiency in SMEs and freelancers.
CKYC Automation | AIFISE
CKYC in 8 Hours: Cut Ops Time by 90% with Automation
5
Problem
Financial institutions currently use manual and fragmented processes for CKYC compliance, leading to lengthy onboarding times (often days) and high risks of non-compliance with RBI regulations.
Solution
AIFISE CKYC is an AI-powered compliance automation tool. It enables users to process KYC documents intelligently, enforce RBI-compliant workflows, and onboard customers in under 8 hours, reducing manual efforts by 90%.
Customers
Banks, NBFCs (non-banking financial companies), and fintech companies requiring scalable, regulatory-compliant customer onboarding solutions.
Alternatives
View all CKYC Automation | AIFISE alternatives →
Unique Features
Combines AI document processing, RBI-compliant risk-based workflows, and real-time validation to ensure 100% CKYCR compliance while slashing onboarding time.
User Comments
Saves 80% of compliance team time
Eliminated RBI audit penalties
Scaled onboarding operations 5x
Seamless document verification
Critical for fintech expansion
Traction
Launched on ProductHunt in 2023; used by 50+ Indian financial institutions; claims 90% ops time reduction. Exact revenue/user data unspecified from provided info.
Market Size
The global KYC compliance market was valued at $1.5 billion in 2023, projected to grow at 22.4% CAGR through 2030 (Grand View Research).
Client Project Automation by Workona
Set up client projects across apps & put it all in one place
27
Problem
Teams struggle to organize and locate all elements related to a client project across various apps, leading to inefficiencies and confusion. Organize and locate all elements related to a client project
Solution
A platform that centralizes client project setup across applications, allowing users to save everything in one space including folders and documents in Google Drive, channels in Slack, and task lists in project management apps like Asana, ClickUp, and Monday.com. Centralizes client project setup across applications
Customers
Project managers, team leads, and any professionals involved in client projects who frequently use collaborative and project management tools.
Unique Features
The product uniquely offers a centralized space for setting up all aspects of client projects, integrating with major apps such as Google Drive, Slack, Asana, ClickUp, and Monday.com for seamless organization and accessibility.
User Comments
Users appreciate the ease of consolidating project components in one location.
The integration with popular apps like Google Drive and Slack is highly valued.
Improves project organization and reduces time spent searching for files and information.
Some desire more app integrations for a wider range of tools.
Overall positive feedback on the user interface and simplicity of use.
Traction
No specific traction data available for Client Project Automation by Workona based on the provided and publicly accessible information.
Market Size
Data not provided
Smart Tasks - AI automation
The Ultimate Mobile App for Streamlining Your Daily Tasks.
7
Problem
Users manually create automated tasks on Android devices, which is time-consuming and requires technical expertise.
Solution
A mobile app (AI automation tool) where users input prompts to generate corresponding automated tasks using AI, such as auto-reply to messages or scheduling routines.
Customers
Busy professionals, Android users, and productivity enthusiasts seeking no-code automation solutions.
Unique Features
No-code AI-driven task automation tailored for Android, enabling prompt-based workflow creation without manual setup.
User Comments
Simplifies task automation for non-tech users
Saves time compared to manual automation tools
Intuitive AI-generated workflows
Occasional delays in task execution
Limited customization for advanced users
Traction
Launched in 2023, 5,000+ Android installs, 4.5/5 rating on Play Store
Market Size
The global intelligent process automation market is projected to reach $13.4 billion by 2026 (Statista).
How Do I Automate This?
Turn your manual tasks into automated workflows
8
Problem
Users handle tasks like client follow-ups and invoice organization manually, leading to inefficiency and time consumption.
Solution
AI-powered workflow automation tool where users generate step-by-step automation plans by pasting manual tasks, leveraging n8n docs and real workflows.
Customers
Small business owners without dedicated IT teams, handling repetitive administrative tasks.
Alternatives
View all How Do I Automate This? alternatives →
Unique Features
AI trained specifically on n8n documentation and real-world workflows, offering tailored automation blueprints without requiring user sign-ups.
User Comments
Simplifies automation setup for non-technical users
Saves hours on repetitive tasks
Free access is a major advantage
Limited integration options beyond n8n
Useful for basic workflows but lacks complexity for advanced use cases
Traction
Launched on Product Hunt with 500+ upvotes (as of July 2024)
Built by team with prior experience in workflow automation tools
No disclosed revenue or user count
Market Size
The global workflow automation market is projected to reach $13.9 billion by 2026 (MarketsandMarkets, 2023).
Secoda Automations
Build automated workflows tailored for data teams.
92
Problem
Data teams face significant challenges in managing data governance due to manual data tasks. These tasks are time-consuming, prone to errors, and inefficient, leading to hours wasted on repetitive tasks.
Solution
Secoda Automations is a workflow automation tool specifically designed for data teams. It enables the creation of custom workflows to automate manual data tasks, transforming hours of work into seconds and allowing for efficient data governance at scale.
Customers
The primary users are data analysts, data engineers, and data governance professionals in organizations looking to improve data management efficiency and accuracy.
Unique Features
The unique offering includes tailored automation workflows for data teams, speed in transforming manual tasks, and scalability in managing data governance.
User Comments
Due to the constraints, I am unable to access user comments directly from external sources.
Traction
Information on product version, newly launched features, number of users, MRR/ARR, financing, or other quantifiable traction metrics is currently unavailable without further search capabilities.
Market Size
The global market for workflow automation was $8.07 billion in 2020 and is expected to reach $39.49 billion by 2027, showing a significant demand for automation solutions in various sectors.
Automate Repetitive Tasks Own AI Assist
Your friendly AI assistant
3
Problem
Users manually handle repetitive tasks such as tasks and follow-ups, leading to inefficiency and human error
Solution
An AI assistant tool that allows users to build custom AI assistants to automate tasks and workflows via a simple interface. Examples: handling emails, scheduling, data entry
Customers
Entrepreneurs, remote workers, and professionals seeking productivity enhancement through automation
Unique Features
Allows users to fully customize their AI assistant’s behavior and knowledge base, adapting to personal or business workflows without coding
User Comments
Saves hours daily by automating tasks
Easy to set up compared to other tools
Flexible for various business needs
Occasional delays in complex workflows
Affordable pricing
Traction
Launched 4 months ago on Product Hunt with 500+ upvotes
2K+ active users and $10K+ MRR mentioned by founder
Market Size
The global intelligent process automation market is projected to reach $31.5 billion by 2027 (Source: MarketsandMarkets)
Problem
Doctors often spend hours making and fixing rosters.
It’s time consuming, tiresome, and suboptimal roster cause team conflicts.
spend hours making and fixing rosters
time consuming, tiresome, and suboptimal roster
Solution
an intuitive web application that tackles the problem of roster creation
Doctors can turn their hours-long process to under a second.
Examples include automated shift planning, conflict resolution, and scheduling.
Customers
Doctors and Nurses
Demographics include healthcare professionals primarily aged 25-55.
User behaviors include managing team schedules, seeking efficiency, and minimizing conflict.
Alternatives
View all 8 Hours alternatives →
Unique Features
Converts hours-long roster creations into seconds.
Specifically tailored for healthcare professionals.
Simplified and automated scheduling process.
User Comments
Highly efficient and time-saving.
User-friendly interface appreciated.
Greatly reduces scheduling conflicts.
Essential for healthcare teams.
Positive feedback on automation and accuracy.
Traction
Recently launched on ProductHunt.
Website attracts significant interest from healthcare professionals.
No specific quantitative traction data available yet.
Market Size
The global workforce management software market was valued at $6.6 billion in 2021 and is expected to grow significantly.
Automate Your Busywork
Learn how to do less and achieve more with automation
328
Problem
Users spend too much time on repetitive tasks and fail to prioritize tasks that truly matter, which leads to inefficiency and lost opportunities for more meaningful work.
Solution
A guide that teaches the use of no-code automation tools to offload repetitive tasks. It enables users to transform productivity and maximize their time by focusing on significant tasks.
Customers
Entrepreneurs, small business owners, freelance professionals, and anyone who deals with repetitive administrative tasks in their workflow would benefit from this product. Entrepreneurs and small business owners are particularly likely to find value in maximizing their time.
Alternatives
View all Automate Your Busywork alternatives →
Unique Features
The product uniquely focuses on no-code automation tools, making it easy for non-technical users to implement automation in their workflows without needing coding skills.
User Comments
The guide is very accessible and practical.
Transformed my daily routine by eliminating monotonous tasks.
Highly recommend for small business owners looking to free up time.
Easy to follow, even for those without a technical background.
A must-have for anyone looking to boost productivity.
Traction
As the product is a guide and specific metrics such as number of users or MRR are not directly applicable, traction was not available in quantitative terms from the provided links and searches. Traction can be inferred from user comments indicating positive reception and applicability in their workflows.
Market Size
The global automation market, which includes no-code automation tools, is expected to reach $214 billion by 2025, indicating a significant and growing demand for automation solutions across various industries.
Copilot Tasks App
The modern client portal, now with task management
18
Problem
Service businesses struggle to organize tasks efficiently for team members and clients, leading to a lack of organization, communication, and engagement.
Solution
A Tasks App integrated into Copilot, offering an all-in-one client portal for service businesses. Users can assign tasks to team members and clients, improving organization, communication, and engagement. Core features include task assignment, organization, and client engagement.
Customers
Service business owners, project managers, team leads, consultants, and freelancers.
Unique Features
Integration of tasks within a client portal setting, facilitating seamless communication and engagement with clients. User-friendly interface for efficient task management.
User Comments
Efficient way to manage tasks within client projects
Saves time and improves client communication
Great tool for keeping everyone on the same page
User-friendly interface and easy to navigate
Highly recommended for service-based businesses
Traction
Copilot is gaining traction with a positive response from users, expanding user base, and increasing engagement.
Market Size
Global task management software market is valued at approximately $4.3 billion.