DashboardConsultantsCompaniesAssignments

Phase 1 + 2

Operational map for the Portai onboarding CRM

Consultants

0

Open

No records yet.

Companies

0

Open

No records yet.

Assignments

0

Open

No records yet.

Approved templates

Email pack seeded in the database

Only the four approved core templates are present.

consultant

Consultant Welcome + Document Checklist

Portai onboarding started: document checklist

Hello {{full_name}},

Your Portai onboarding has started. To move your file into validation, please send the full consultant checklist below:

- CV
- ID
- Proof of address
- RIB
- Signed terms

If you already have a mission identified, include the assignment reference when replying so we can link your file faster.

Best regards,
Portai onboarding team

consultant

Consultant Reminder — Missing Documents

Reminder: consultant onboarding documents still missing

Hello {{full_name}},

We are still missing one or more required onboarding documents for your Portai file.

Required checklist:
- CV
- ID
- Proof of address
- RIB
- Signed terms

Please reply with the missing items so we can keep your onboarding moving.

Best regards,
Portai onboarding team

company

Company Welcome + Assignment Brief Request

Portai onboarding started: assignment brief request

Hello {{main_contact_name}},

Your company onboarding with Portai has started. To validate the file and prepare assignment framing, please send the assignment brief and confirm the following:

- Company legal details
- Signed terms
- Assignment brief
- Preferred start date
- Duration
- Budget or daily rate
- NDA or compliance constraints, if applicable

Once the brief is received, we will move your file into internal review.

Best regards,
Portai onboarding team

company

Company Reminder — Missing Brief / Information

Reminder: assignment brief or company information still missing

Hello {{main_contact_name}},

We are still missing part of the information required to validate your Portai company file.

Please reply with any outstanding items, especially:
- signed terms
- assignment brief
- preferred start date
- duration
- budget or daily rate
- NDA or compliance requirements

Once the file is complete, we can move to gate-clearance readiness.

Best regards,
Portai onboarding team

Automation ledger

Latest rule activity

No automation events yet.

Recent outbound email log

No outbound email attempts yet.

consultant

Approved automation set

C1

Start consultant onboarding

Qualified -> Onboarding Initiated -> send welcome/checklist -> Documents Requested -> Next Follow-Up Date = today + 2 days

C2

Consultant follow-up cadence

(Documents Requested OR Documents Pending) AND missing required consultant documents = Yes -> Documents Pending, reminder day 2, second reminder day 5, Manual Review day 10, Inactive day 45

C3

Documents received transition

All required consultant documents + terms signed = Yes -> Documents Received

C4

Internal review transition

Documents Received -> Under Internal Review

C5

Consultant validation routing

File Validated + link/snapshot combinations route to Consultant Ready, Awaiting Company Validation, or Ready for Contract / Document Setup

C6

Consultant manual review triggers

Operating Mode = Exception or no consultant response by day 10 -> Manual Review + Manual Review Flag

company

Approved automation set

CO1

Start company onboarding

Qualified -> Onboarding Initiated -> send welcome/brief request -> Brief Requested -> Next Follow-Up Date = today + 2 days

CO2

Company follow-up cadence

(Brief Requested OR Brief Pending) AND missing brief/info = Yes -> Brief Pending, reminder day 2, second reminder day 5, Manual Review day 10, Inactive day 45

CO3

Brief received transition

Assignment Brief Received = Yes -> Brief Received

CO4

Internal review transition

Brief Received -> Under Internal Review

CO5

Company validation

Approved company file validation conditions met -> File Validated = Yes and Status = File Validated

CO6

Company ready but gate not yet cleared

File Validated = Yes and linked assignment is not Gate Cleared -> Brief Validated — Awaiting Gate Clearance

CO7

Company manual review trigger

No company response by day 10 -> Manual Review + Manual Review Flag