Stax.ai, Inc

Make documents file themselves. In this workflow, you give every client an identical folder structure built from a template, then use the Sa

Automating File Organization

Launch client work where every task already has an owner, a due date, and automatic follow-up — without assigning anything by hand. In this

Automating Task Assignment and Reminders

Run census season on automations instead of email chains.

Building Workflow Automations for Census Season

Start every workday with a five-minute review that sets your priorities — and give your team a shared version of the same habit. CX already

Building a Daily Briefing Dashboard

Prove — to clients, auditors, and yourself — that work gets done on time.

SLA Tracking and Performance Reporting

Get a client's payroll data flowing into Stax.ai CX so census collection runs on real, synced data instead of chased spreadsheets. This guid

Setting Up Payroll for a Client

Payroll data has started arriving — synced from a connected provider or uploaded by a sponsor through the portal. This guide covers what hap

Processing Uploaded Payroll Files

When payroll data stops flowing, census work stops with it. This guide covers the most common payroll problems in CX.

Troubleshooting Payroll Issues

You just signed a new client and want to get them into Stax.ai CX the right way. This guide walks you through the full setup: create the com

Setting Up a New Company and Plan

Your new client is set up in Stax.ai CX, and now you want them working with you in the client portal — uploading files, completing tasks, an

Inviting a Client to the Portal

Every client should get the same organized set of folders — plan documents, census files, notices, shared client-facing folders — without an

Building Your Client File Structure

Annual compliance work — testing, government filings, year-end administration — involves the same steps for every plan, every year. This gui

Creating a Compliance Project

Census season without the email chase. This guide shows you the end-to-end workflow: get payroll connected ahead of time, launch a census da

Collecting Census Data from Clients

You've launched compliance projects across dozens or hundreds of plans. Now you need to know: what's done, what's stuck, and what's about to

Tracking Compliance Task Completion

Get all of your client email into one place — inside Stax.ai CX — and tied to the right client records. When you finish this workflow, your

Centralizing Client Email in CX

Spend less time on client email without losing quality. In this workflow, you use two AI helpers built into the Stax.ai CX Inbox: smart emai

Using AI to Draft and Manage Emails

Stop writing "just checking in" emails. In this workflow, you configure CX to follow up with clients automatically when action is still need

Setting Up Client Reminders

On-demand reminders let you send an overdue-task reminder to a specific company right now, with one click from the company's page.

Sending a Reminder On Demand

For overdue-task reminders, you can pick an email template or write your own message content, and Stax.ai will use it for both automatic and on-demand reminders.

Customizing Your Reminder Email

Andrew Flowers

Learn how to accomplish key workflows in CX.

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