From Manual to Autonomous: How to Automate Customer Onboarding with Lena.do

Customer onboarding is one of the most critical processes in any business. It's the first tangible experience a new customer has with your product, and it sets the tone for the entire relationship. Yet, for many companies, it remains a surprisingly manual, time-consuming, and error-prone puzzle of checklists, emails, and data entry across multiple systems.

What if you could transform this complex, multi-step process into a single, reliable function call? What if you could treat onboarding not as a manual chore, but as a scalable service?

This is the promise of lena.do, your autonomous digital worker. By delegating high-level business objectives to Lena, you can turn your most complex operations into consistent, automated workflows accessible through a simple API. Let's explore how to revolutionize customer onboarding using this agentic approach.

The Pain of a Manual Onboarding Process

If you've ever managed customer onboarding, this probably sounds familiar:

• System Juggling: You create a user in your internal database, then switch to the CRM to update their record, jump to the billing portal to set up a subscription, and finally open a support tool to create a welcome ticket.
• Human Error: With so many manual steps, it's easy to miss a checkbox, mis-type an email address, or assign the wrong plan, leading to a frustrating experience for your new customer.
• Lack of Scalability: Onboarding one customer is manageable. Onboarding ten in a day is a struggle. Onboarding a hundred is nearly impossible without a dedicated team working around the clock.

Traditional automation tools can help, but they often consist of rigid, brittle scripts that break the moment a UI changes or an unexpected error occurs. They follow a fixed path—they don't understand the goal.

The Agentic Workflow: A Smarter Way to Automate

This is where Lena.do introduces a paradigm shift. Lena is not a simple script; she is an autonomous digital worker. You don't give her a rigid list of instructions. Instead, you delegate a high-level objective, and she uses her reasoning capabilities to figure out the best way to achieve it.

This is the power of an agentic workflow. Lena can:

• Understand the Goal: She comprehends the objective, like "fully onboard a new customer."
• Orchestrate Tools: She intelligently uses various tools and APIs (your CRM, billing system, email service, etc.) in the correct sequence.
• Adapt and Recover: If an API is temporarily down or an unexpected error occurs, she can adapt her strategy, retry, or escalate—just like a human would.

You delegate the what, and Lena handles the how.

Onboarding as a Service: A Practical Example

With Lena, your entire onboarding process can be triggered from anywhere in your tech stack with a few lines of code. You've effectively converted a complex operational headache into a clean, consumable Service-as-Software.

Here’s how you could trigger a complete enterprise customer onboarding process using the .do TypeScript SDK:

import { createDoClient } from '@do-sdk/core';

// Authenticate and create a client for Lena
const lena = createDoClient('lena.do', {
  apiKey: process.env.DO_API_KEY
});

// Delegate a complex task to Lena with a clear objective
const onboardNewCustomer = async (customerData) => {
  const result = await lena.delegate('Fully onboard new enterprise customer account', {
    companyName: customerData.name,
    contactEmail: customerData.email,
    requestedPlan: 'enterprise_v2-premium',
    source: 'API-Trigger'
  });

  console.log('Onboarding Status:', result.status);
  console.log('Summary:', result.summary);
  
  return result.onboardingId;
};

Let's break down what's happening here:

1. Establish a Connection: You securely connect to your lena.do digital worker.
2. Delegate the Objective: The magic is in the lena.delegate() call. You're not writing code to interact with Stripe, Salesforce, or Zendesk. You are simply stating your goal in plain English: 'Fully onboard new enterprise customer account'.
3. Provide Context: You pass along the necessary data—the customer's name, email, and desired plan.
4. Track the Results: Lena gets to work and provides you with a status and a summary upon completion.

What Happens Behind the API Call?

Once you delegate the task, Lena autonomously executes the entire workflow. She might:

1. Receive the objective and parse the customer data.
2. Create a new account in your production database.
3. Add the company and contact to your CRM with the correct lifecycle stage.
4. Provision a new subscription in your billing system (e.g., Stripe).
5. Send a personalized welcome email sequence.
6. Create an introductory ticket in your support desk, assigning it to the customer success team.
7. Deploy any necessary infrastructure or resources for the new account.
8. Log the entire process and report back that the task is complete.

All of this happens without a single manual click, ensuring every customer gets a perfect, consistent onboarding experience every single time.

Delegate. Automate. Innovate.

By leveraging an autonomous digital worker like Lena, you're not just automating a task; you're fundamentally upgrading your operational capability. You free your team from repetitive work so they can focus on high-value activities like strategy, customer relationships, and innovation.

This is the future of business automation: intelligent, resilient, and seamlessly integrated into the fabric of your software.

Ready to turn your most complex operations into simple, powerful API calls? Visit lena.do to learn more and meet your first autonomous digital worker.