[F500 Financial Company] - Onboarding / Automation and Support by Luis Ingles[F500 Financial Company] - Onboarding / Automation and Support by Luis Ingles

[F500 Financial Company] - Onboarding / Automation and Support

Luis Ingles

Technical Support Specialist

Automation Engineer

Customer Success Manager

Google Sheets

Replit

Superhuman

How I Streamlined Onboarding and Operations for Undisclosed on the Sana Platform

1. The Challenge

Undisclosed needed a quick and smooth launch on the Sana platform as part of their partnership. My role was to:

Support onboarding and provide technical assistance.

Help the team learn the platform inside and out.

Automate tedious, manual processes to boost efficiency.

2. The Plan

To make it happen, I leaned on these tools:

Replit: For building low-code apps to automate tasks.

Google Sheets: To map workflows and track progress.

Superhuman: For fast, efficient communication with the team.

The goal? A seamless onboarding experience and a long-term, efficient workflow for the team.

3. What I Did

Onboarding Support:

Worked closely with the Undisclosed team to get them up to speed on the Sana platform.

Provided technical assistance, answering questions and troubleshooting along the way.

Built Automation Tools:

Identified time-consuming manual tasks that were slowing the team down.

Designed and deployed apps using Replit to automate these processes, saving hours of work.

Optimized Workflows:

Organized workflows in Google Sheets to keep everything clear and measurable.

Made sure the tools I created were simple and easy for the team to use.

4. Testing & Improvements

Tested Everything in Replit: Made sure the automation tools worked perfectly before rolling them out.

Team Feedback: Listened to the Undisclosed team to refine the tools and make them even better.

5. The Results

Fast Onboarding: The Undisclosed team got up and running on the Sana platform without a hitch.

Time Saved: Manual processes were replaced with efficient, automated solutions.

Scalable Operations: The tools are built to support the team’s needs as they grow.

6. Tools That Made It Happen

Replit

Replit Homepage

Google Sheets

Superhuman

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Posted Jan 2, 2025

I provided hands-on support for onboarding, delivering technical assistance and training to ensure the team quickly became confident in navigating the platform.

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