Build the flow in a conversation.
Tell Flow Copilot what your onboarding needs. Work through questions, steps, and draft agreements with the agent, then review and refine the result before sharing it.
You: Build a brand-design onboarding flow.
✓360Onboard / ProductYour client work.
Your client work.
With AI in the loop.
Build with Flow Copilot, connect your own AI assistant through MCP, and carry client context into your automations. Less repetitive setup. More room for thoughtful work.
AI native. Client focused.Your next pair of hands.
Your next pair of hands.
Already in the workspace.
Build a flow with Copilot. Put your AI assistant to work through MCP. Bring meeting notes into context, and connect your own automations.
Flow CopilotDraft workspace
Build the onboarding steps
Working…batch_add_stepsPrepare the service agreement
Working…read_contract_guideGenerate the contract
Working…generate_contract_documentJuniper · Service agreementDraft document · Ready to review
↗Your flow and contract are ready for a look.
Tell Copilot what comes next…↑
Your assistant. Your client workspace.MCP connected
Claude 360Onboard connected
What’s waiting on Juniper? Check the latest feedback and send them an update.
Working with 360Onboard
Read feedbackCheck tasksSend message
The homepage needs one final change. I’ve sent Juniper an update so they know what’s next.
Juniper & Co.✓ Feedback found
✓ Tasks checked
✓ Update sent
Ask in the assistant you already use. Get work done in 360Onboard.
Juniper & Co.Client conversation
Today
JL
Jordan Lee 10:00 AM
Ready when you are. Let’s walk through the new direction.
Brand direction · Kickoff callJordan + Northstar Studio · 24 minutes
▤Kickoff meeting notesImported
A clear direction for the next round.
- Keep the warmer palette.
- Give the homepage headline more room.
- Share the next revision on Thursday.
Notes are here, Jordan. We’ll have your next version ready Thursday.
Northstar Studio · 10:26 AMJL
Perfect. Everything I need, right here.
Your workflow, connectedAPI & automation
{ }
A new client. A ready workspace.One event starts the next steps.
↯Your appNew client event
360Onboard APIWorkspace connected✓Ready to beginClient work, in sync
Workflow activityIllustrative automation
→
New client receivedEvent✓
Create client recordSuccess✓
Add project tasksSuccess✓
Send welcome messageSuccess✓
Less copy-paste.
More work moving forward.
Inside ai & automation.Every detail.
Every detail.
A more thoughtful experience.
Bring your own assistant.
Connect a compatible assistant, such as Claude or ChatGPT, through MCP. Let it work with supported client, message, task, and feedback tools using an authorized account.
Your assistant ↔ 360Onboard
✓Give agents the right scope.
Create API and MCP keys scoped to the current workspace, selected workspaces, or all workspaces you can access. Your own permissions and the key’s scope both apply.
Workspace scope · Selected workspaces
✓Keep meeting notes in the conversation.
Import notes from supported meeting tools and keep them beside the client discussion. A call, its notes, and your follow-up can live in the same conversation.
Kickoff call → Imported notes → Follow-up
✓Connect your own automations.
Use the public API and webhooks for supported workflows, from bringing client information in to keeping external systems informed. Choose the events and actions your process needs.
Client event → Webhook → Your workflow
✓Help for the assistant, too.
Connected agents can ask the support agent for guidance through MCP or the public API. Keep a support conversation they can return to when they need help with an integration.
Agent support · Guidance with context
✓Good questions.A little more
A little more
clarity.
Can the assistant do absolutely everything?+
Assistants can use the supported MCP or API tools available to the authorized account. Tool coverage, workspace scope, permissions, and provider capabilities still apply.
Can I choose my model provider?+
Supported AI providers include OpenAI, Anthropic, Google Gemini, and OpenRouter. Model availability and usage costs depend on the provider and your setup.
Does importing meeting notes record my calls?+
Meeting notes are imported from connected providers. Recording and transcription depend on the meeting tool you choose and how it is configured.
