Deep Onboarding (bits.logic.inc)

Logic, a small startup, has successfully automated its customer onboarding process using large language models (LLMs). Previously, the CEO personally onboarded each customer, which was personalized but not scalable. With the introduction of their new "Deep Onboarding" system, Logic aims to provide customized workflows and tasks to new users immediately upon sign-up. This process involves researching both the company and the individual user, generating tailored use cases, and creating specific Logic documents designed to enhance productivity, all in a matter of minutes rather than hours. The significance of this innovation lies in its scalability and efficiency—transforming a traditionally time-consuming process into an automated, tailored experience. By utilizing models like OpenAI's o3 and o4-mini-deep-research, Logic refined its approach to ensure the outputs were both relevant and structured. This involved multiple phases of research and structured extraction to enhance the quality of the generated use cases. Ultimately, this method not only preserves the personal touch that customers appreciate but also liberates the CEO to focus on strategic initiatives, demonstrating the potential of LLMs to revolutionize onboarding in the B2B SaaS space.