AI drafting
Describe the process. Review the draft.
Paste your onboarding SOP or type what you need. Vinclane drafts the workflow and its forms; a person checks it before anything reaches a client.
What you can ask for
Onboarding for a website client: intake, logo and brand colours, hosting login if they have it, contract, kickoff.
A form asking for the client's logo, brand colours, domain registrar login and three competitor sites.
After the second round of changes, copy the account lead and pause reminders.
Turn this questionnaire into a form — paste a Google Doc or PDF.
The rules we hold AI to
A person reviews every draft
Drafts land in My tasks as "needs review". Nothing AI-written goes live on its own.
Metered, not hidden
Drafts and AI steps use AI credits from your plan. You see the count.
Not trained on your clients
Client submissions are never used to train models.