Turn the SOPs already in Docs into guided client onboarding. Give every step a clear owner, keep handoffs moving, and see what needs to happen next.
Already using Docs? Sign in with your existing Tezis account at flow.tezis.ai.
The account lead checks the signed agreement before work begins.
Gather the goals, key contacts, and preferred timeline.
The delivery lead reviews the brief and confirms a project owner.
The project owner books the kickoff and shares the agenda.
Start with a process your team already knows.
Interactive example · Fictional client onboarding workflow
Bring your documented process into the day-to-day work. Flow connects your SOPs with a shared onboarding workflow, so your team can move from knowing the steps to completing them.
Build a workflow around an existing SOP, with the steps and checkpoints that make sense for your business.
Bring owners, required information, and approval points into the same view.
See what is ready, what is waiting, and who can move it forward.
“We have a process. We just need it to happen.”
Bring the client brief, contacts, and required information together.
Give your team a shared view of responsibilities and the next steps.
See what is ready, what is waiting, and what needs attention before kickoff.
Docs brings your company knowledge into the conversation. Flow puts your procedures into motion, starting with client onboarding. Open Flow with your existing Tezis account.
Get started with FlowBring your team’s onboarding process into one shared workflow. Start with the SOPs you already have in Docs, and give every new client a clearer path forward.
Open Flow flow.tezis.ai ↗One Tezis account. Your organization’s workspace.Yes. Tezis Flow is available at flow.tezis.ai. Open the app to sign in and view Flow access for your organization.
Start with client onboarding. Use your existing SOPs to bring the required steps, responsibilities, and handoffs into a workflow your team can follow.
Use your existing Tezis account. Flow connects to the shared Tezis sign-in, so you can continue with the account you use for Docs. Product access is managed for your organization.
Docs helps your team find answers in your internal documents. Flow uses your SOPs as the starting point for guided work. Explore Docs to learn more about the knowledge behind your workflows.
No. It is an interactive illustration using a fictional client. Your organization’s workflows are in the Flow app.
