Leadbrew / Workflow development
CloseCustomer onboarding
The work
Turn an onboarding post in Slack into completed setup tasks and a clear handoff for the development team.
The systems
Slack, Claude Cowork, Search Atlas and the customer's website.
How it was developed
A recorded walkthrough of the existing process, followed by skill development, testing and a documented workflow.
Workflow map
- 01Prepare the information
A Slack bot extracts the required customer details and posts a text file beneath the onboarding message.
- 02Run the setup
Scheduled Cowork skills use the Search Atlas interface for Google Business setup and service descriptions.
- 03Prepare the handoff
A shallow website crawl produces SEO, AEO and GEO implementation notes for the development team.
This describes the workflow built at the time. Each new implementation starts with the customer's current systems and requirements.

