Sequifi

When new hires receive their offer and log in to Sequifi for the first time, they go through an onboarding workflow that collects their information and gets them set up…

First Login Walkthrough

During onboarding, you'll need to provide several pieces of information to get fully set up in Sequifi, including personal details, tax information, and banking for direct deposit.

Completing Required Information

During onboarding, you'll need to review and electronically sign several documents, including your rep agreement, tax forms, and any other paperwork required by your company.

Signing Documents

How to Hire a New Lead

Onboarding New Employees

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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