# Onboarding workflow

Source: https://developer.avalara.com/ai-onboarding/ltl0212739576161/

# Onboarding workflow

This section explains the AI-driven onboarding workflow and the sequence of steps and integration points involved.

The following diagram illustrates the overall onboarding workflow and shows how configuration steps progress from preflight checks through finalization.

![End to End workflow](https://knowledge-be.avalara.com/bundle/fuh1905384702210_fuh1905384702210/page/luw7799022141890.image?_LANG=enus)

-   [Step 1: Welcome and AI introduction](/ai-onboarding/kod3817219975727/ "Learn about the AI-assisted onboarding experience and how it prepares you for guided configuration in the Avalara setup center.")
-   [Step 2: Preflight check to detect existing AvaTax configuration](/ai-onboarding/evv8957965766573/ "Identify existing AvaTax configurations and determine the next steps for onboarding.")
-   [Step 3: Company strategy selection](/ai-onboarding/adk9249036306487/ "Learn how ERP entities are represented as AvaTax companies and how the company structure is established for tax calculation and reporting.")
-   [Step 4: Tax profile and nexus planner](/ai-onboarding/ifb2119014271471/ "Configure tax profiles and determine nexus requirements based on economic activity and physical presence.")
-   [Step 5: Item classification and Tax Code assignment](/ai-onboarding/npg6914902784732/ "Classify ERP items and assign AvaTax tax codes based on attributes and grouping.")
-   [Step 6: Customer sync and ECMS certificate onboarding](/ai-onboarding/ywx5698434879560/ "Synchronize customer records and onboard exemption certificates using ECMS.")
-   [Step 7: AI summary and onboarding completion report](/ai-onboarding/tbh2439085375370/ "Review a summary of completed onboarding actions and download the report if needed.")
-   [Step 8: Finalization and activate monitoring](/ai-onboarding/qjz9847828808820/ "Complete onboarding, record configurations for audits, and enable monitoring.")