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Client Creation

⚪ Planned (Phase 2) Create new client records by messaging Brain with onboarding documents attached, instead of manually entering fields in CutMake.

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When this fires

A user sends a message like:
“Create a new client from this sales contract.”
Or uses a command:
Attached documents may include:
  • Sales contract
  • Client registration document
  • Company profile
  • Buyer information sheet
  • Email signature
  • Other onboarding materials

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What Brain does

  1. Detect intent. Identify this is a client creation request.
  2. Permission check. Confirm the user is authorized to create client records.
  3. Read attachments. Extract structured data from contracts and PDFs.
  4. Compare against schema. Map extracted fields to the CutMake client schema.
  5. Identify missing required fields. List anything the AI couldn’t extract.
  6. Ask for the missing fields politely:
    “I found the client name, address, and country. I still need billing email, default currency, and payment terms before I can create this client. Can you provide them?”
  7. Prepare a draft record.
  8. Show the draft for approval.
  9. Write to CutMake only after explicit approval.

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Permission gate

If the user doesn’t have client-creation permission, Brain responds:
“You don’t currently have permission to create a new client. I can prepare a draft, but a manager needs to approve before this is created.”
The draft is routed to a manager via Inbox.

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Expected fields

Brain never assumes required fields. If they’re missing from the source, it asks.

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Draft preview

The user can:
  • Approve and create the client record
  • Edit fields inline
  • Cancel the workflow
  • Ask a manager to approve if missing permission

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Next-step suggestion

After client creation:
“Client created successfully. Would you like to create a style, upload a tech pack, or start a quotation for this client?”