Stop chasing clients for logos, logins, and copy.
One branded portal collects every brand asset and account access, and Otto follows up on the stragglers, so the work ships on time.
Works alongside your project tool.
New client · Onboarding
Creative · Day 3
- Agreement signed
- Intake completed
- logos uploaded
- social accounts access
- Kickoff scheduled
Otto: Waiting on social accounts. Drafted a reminder, ready to send.
The chase
Where creative onboarding actually stalls
- Brand assets trickle in over email while the deadline stays fixed.
- Social, CMS, and ad-account access becomes 15 back-and-forth messages.
- The kickoff slips because the logos or copy still aren't in.
Your onboarding
Everything you chase, in one flow
Documents & assets
logos, brand guidelines, content, copy
Account access
social accounts, CMS, ad accounts
Ready when
assets in, access verified, first deliverable shipped
The parts that win you the launch
Access, assets, playbooks, readiness, and Otto: the modules that attack the chase head-on.
Asset Collection
Gather every file, auto-tagged by type and source.
Access Manager
Request, track, and verify account access as structured state.
Playbook Builder
Encode each service's onboarding once, reuse it forever.
Launch Readiness
An explainable score for what's done and what's blocking go-live.
Otto · AI Coordinator
The AI layer that checks, drafts, summarizes, and flags.
FAQ
Creative client onboarding, answered
Creative and PR client onboarding is how a studio collects what it needs to start the work: brand guidelines, logos, content, and copy, plus access to the client's social, CMS, and ad accounts. AutoStack gathers the assets and the logins through one branded portal, and Otto chases the stragglers, so the first deliverable is not waiting on a missing file.
Your AI onboarding coordinator
Otto runs the busywork inside AutoStack (checking, chasing, drafting, and summarizing) so your team does the judgment work.
Assistive & reviewable. Otto recommends, you decide. Never autonomous.
Checks completeness
Reads every intake and upload, flags what's missing or wrong before it reaches your team.
Drafts the follow-ups
Writes the specific, polite nudge for missing items, ready for you to send in one click.
Summarizes the brief
Turns a finished onboarding into a clean kickoff brief so the team walks in knowing the client.
Flags the blockers
Explains exactly why an onboarding is stuck and what needs to happen before launch.
Onboard your next creative client in days
Run the 3-minute diagnostic and we'll map AutoStack to exactly how you onboard today.