Symao SystemsChoose a time
Book a 30-minute onboarding session. Invite the person who owns the process and a technical contact if those are different people.
Automation Partner onboarding
Start with the workflow, not the infrastructure.
After checkout, book a 30-minute onboarding session and tell us about the first workflow. We will confirm hosting, access, and the working plan together.
Your first steps
Two short tasks before the call.
You do not need a finished specification, technical diagram, or production credentials.
Describe the first workflow
Tell us what happens today, where the handoff breaks down, which systems are involved, and what a useful result looks like.
Review hosting
Decide whether you want to use an existing n8n environment or a Railway project your company owns. We will confirm the choice during onboarding.
One active workflow moves from a defined request through build, approval, launch, and ongoing care.
Prepare
Bring enough context to make a decision.
The goal of onboarding is to leave with a clear first workflow, owner, hosting path, and access plan.
What to bring
- The first process you want to improve
- The systems and data it touches
- A process owner who can answer questions
- Sample or test data when available
- A simple definition of done
- Your current n8n setup, if one exists
What can wait
- Passwords, API keys, and production tokens
- A perfect process map or technical specification
- Final credentials for every future workflow
- A complete automation backlog
Do not send secrets through the intake form or email. Symao confirms the minimum access needed after the workflow is reviewed.
On the call
We turn the request into a working plan.
Onboarding is a working session, not another sales call.
Confirm the outcome
Agree on the trigger, actions, result, approval points, and test that tell us the workflow is ready.
Choose where it runs
Confirm the existing n8n environment or the customer-owned Railway setup, including billing and operational ownership.
Plan secure access
Identify the minimum accounts and permissions needed. Secrets are entered directly or shared through an approved vault, never plain text.
Set the first update
Symao confirms the active workflow, open questions, client actions, and when the next written update will arrive.
Clear ownership
Your accounts stay yours.
Symao receives the access needed to build and operate supported workflows. Your company keeps the vendor relationship, billing, data, and final approval authority.
Your team owns
- Business priorities and process decisions
- Vendor accounts, billing, domains, and data
- Access approval and credential ownership
- Testing feedback and launch approval
Symao owns
- Workflow design, build, and testing
- Documentation for supported workflows
- Failure review, small repairs, and iteration
- A clear queue and written progress updates
Ready for the first workflow?
Book onboarding and complete the intake. If something is unclear, email support before sharing credentials or production access.