Run Your Agency with an AI Agent + 360Onboard.
Learn how to delegate your entire client workflow to an AI agent: questionnaires, file requests, agreements, projects, and messages—all in the best client portal ever made.
Live walkthroughPractical MCP examplesOpen Q&A
Fewer tools.
One client workspace.
See how the client work you manage across these apps comes together in 360Onboard.
If you useWhat we’ll demonstrate in 360Onboard
Typeform · TallyForms & intakeQuestionnaires and file requests in a guided onboarding flow.
Asana · ClickUp · TrelloProjects & tasksProjects, milestones, assigned tasks, and approvals beside the client.
DocuSign · PandaDocAgreements & signaturesSend agreements and collect signatures as part of onboarding.
Frame.io · FilestageVideo & creative reviewsPin feedback to websites, PDFs, images, audio, and video timestamps, tied to the version.
Slack · Microsoft TeamsClient messagesKeep client conversations, attachments, and work references in their portal.
Dropbox · Google DriveClient file sharingCollect uploads and organize client files and shared links in one place.
Leadsie · AdmaticPlatform accessRequest access to supported client platforms inside onboarding.
BugHerd · PastelWebsite feedback & annotationCollect visual feedback pinned to live websites and creative assets, then track the follow-up with the work.
Content SnareClient document & content collectionRequest and gather website copy, business details, and creative materials from clients in a structured workflow.
Invoice Ninja · FreshBooksInvoicing & billingCreate invoices and collect client payments as part of the service relationship.
SuiteDashClient portalOnboard a client, share their portal, manage delivery, and send invoices.
