Owner
People ops lead, customer success manager, operations manager, or founder who owns the first impression.
Back-office
Onboarding
Onboarding breaks when access, documents, tasks, and reminders depend on memory.
Mia prepares the handoff and keeps the first-week checklist moving.
FIRST FIXStop onboarding items slippingSee pricing
Send the checklist that keeps slipping.
Mia maps the first chase-and-provisioning loop.
TYPICAL TOOLS
The employee runs inside the systems you already use.
The point is less manual work, not another app to manage.
If your stack is different, it almost certainly connects too. See the directory →
WORKDAY PRESSURE
Start where someone is already getting chased.
HR, customer success, operations, and admin teams responsible for smooth starts.
Workday sentence
Can this person or customer start without us chasing every document and access request?
Where it gets stuck
Forms, signatures, access, calendar holds, and owner handoffs depend on busy people remembering the checklist.
What cannot go wrong
The first day feels messy, compliance documents are missing, or a new customer waits because setup was not finished.
What stays human
They protect a polished welcome and reliable operations.
They do not want automation making access decisions without owners.
First useful version
A complete onboarding queue with signed forms, respectful chases, provisioning requests, and exceptions sent to the right owner.
WORK + APPROVAL
What changes when this work gets handled.
Mia is useful only if this work gets cheaper, faster, cleaner, or easier to trust.
She handles prep, drafts, chases, and handoffs.
Your team keeps the decision.
Work to clear
What your team gets back
Filled forms ready for signature
Impact
Why it matters
Less review time, fewer missed items, cleaner files, and less expensive admin around work that still needs expert approval.
Current cost
What it costs now
New entity (hire, customer, account)
Human approval
Where people stay in charge
Owners approve access grants.
Edge cases — legal-entity changes, special access — escalate before action.
WHY THIS RESULT MATTERS
Onboarding rots when it falls to the bottom of someone’s list.
The employee runs your checklist end to end: forms filled, signatures chased, access provisioned, calendar holds placed.
Nothing slips because nobody had time.
CURRENT COST
- New entity (hire, customer, account)
- Your onboarding checklist and SLAs
- Required forms, contracts and access lists
RESULT DELIVERED
- Filled forms ready for signature
- Signature follow-ups on a respectful schedule
- Provisioning requests sent to the right owner
PROOF MOMENT
“New hire starts Monday. Friday afternoon: contract signed, tools provisioned, welcome packet sent, calendar invites placed.”
MORE IN BACK-OFFICE
Other results on the same track.
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Contract review
Read incoming contracts, flag deviations against precedent, summarize the delta.
Counsel reviews the diff, not the document.
Mortgage broker AI assistant
An AI assistant for Australian mortgage brokers that handles document collection, borrower chases, file prep, and loan-processing admin inside your broker software.
Accounting close prep
Get the books BAS-ready by chasing missing client documents, clearing bank-rec exceptions, and preparing the close pack for review.
Legal matter intake
Get one matter moving by collecting facts, chasing missing documents, preparing conflict-check context, and drafting client updates.
Insurance renewal prep
Get one renewal file unstuck by triaging the inbox, chasing missing documents, summarizing policy changes, and preparing the broker review queue.
Claims processing
Triage incoming claims, cross-check policy coverage, prepare the first response.
Adjusters approve the decision.
Approvals
Route every approval request to the right person with the context attached.
Chase what stalls past your SLA.
Ticket triage
Categorize incoming tickets, draft replies for the common ones, escalate the edge cases.
The frontline stops drowning.
Work scorecard
Before you hire for it, send us the stuck work.
Mia checks the cost, risk, approval line, and whether an AI employee can clear the first version.
If this is cheaper or safer with a person, the scorecard says that.
WORK + APPROVAL SCORECARD
A short check for cost, speed, quality, risk, and the first safe version.
Work
What keeps piling up?
Replies, reports, checks, handoffs, document chases, approvals, or follow-up that keeps coming back.
Cost
What does it cost now?
Staff time, manager attention, customer wait time, rework, missed follow-ups, or lost revenue.
Quality
What would make it useful?
Better drafts, faster turnaround, fewer errors, cleaner handoffs, and less chasing from managers.
Control
What still needs human approval?
Customer promises, pricing, refunds, legal language, financial decisions, or anything that can damage trust.
Output: work to clear, current cost, approval line, pricing shape, and the smallest useful test.
HIRE YOUR FIRST
One stuck task. Onboarding. First proof in 48 hours.
Stop onboarding items slipping
Send the checklist that keeps slipping.
Mia maps the first chase-and-provisioning loop.