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AI agent for influencer marketing managers

Creator Onboarding Paperwork Agent

Every creator has complete, matching paperwork before work starts and before first payment.

AdministrationDocument handlingComplianceMarketingManagementOperations
See how it worksGet access
Creator Onboarding Paperwork Agent: what goes in, what the agent does and what you get

What it does

A creator posts on Monday and asks about payment on Friday, only for finance to find the tax form missing. This agent checks what each new creator still owes: the signed contract, a tax form for their country, payment details and any usage rights agreement. It sends the correct forms by country and tracks what comes back. When a form arrives, it validates it: name matches the contract, fields are complete, signatures are present and the country form is the right one. Incomplete forms go back with a plain explanation of what is wrong. The manager approves release of the brief and the first payment. Edge case: a creator signs with a stage name that does not match the legal name on the tax form.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN New creator added to a campaign 2 USES A TOOL Check which documents are on file 3 DOES Pick the correct forms for the creator's country andstatus 4 USES A TOOL Send the forms with clear instructions 5 USES A TOOL Read returned forms for completeness and signatures 6 CHECKS THE RESULT Is each form complete, and does the name match thecontract? If not: send it back with exactly what is wrong and readthe corrected version. Back to step 4. 7 DOES Verify payment details against the form and contract 8 CHECKS THE RESULT Do payment details match the legal name? If not: ask the creator to confirm or correct thedetails. Back to step 4. 9 DOES Prepare the paperwork summary 10 YOU APPROVE Manager approves release of the brief and firstpayment 11 RESULT Creator marked cleared for work and payment
Read the steps as a list
  1. New creator added to a campaign
  2. Check which documents are on file
  3. Pick the correct forms for the creator's country and status
  4. Send the forms with clear instructions
  5. Read returned forms for completeness and signatures
  6. Is each form complete, and does the name match the contract?If not: send it back with exactly what is wrong and read the corrected version. Back to step 4.
  7. Verify payment details against the form and contract
  8. Do payment details match the legal name?If not: ask the creator to confirm or correct the details. Back to step 4.
  9. Prepare the paperwork summary
  10. Manager approves release of the brief and first paymentThe agent waits here for your OK.
  11. Creator marked cleared for work and payment

How it decides

It sends the form set based on country and tax status, and approves a form only when every field and the name match.

  • Choose the form set from country and tax status.
  • Block the brief and payment until all forms pass.
  • Send reminders every 3 days up to 3 times.
  • Compare legal name across contract, tax form and payment details.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Form set by country
  • Reminder schedule (default every 3 days)
  • Required documents
  • Who approves payment

What keeps you in control

It always asks you first

  • Manager approves release of the brief
  • Manager approves the first payment

Hard limits

  • Store tax and bank details only in the approved system
  • Never release a payment itself

It stops when

  • Done: paperwork passes and the manager approves.
  • Stop: creator does not respond after 3 reminders.

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA creator based in Canada returned a tax form on October 3 with a stage name. The name check failed against the contract's legal name. The agent sent it back with the line to change. The corrected form passed on October 4, but the bank details used a different spelling, so the payment check failed. After a quick confirmation the manager approved the brief and payment.

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