MIS Onboarding

AI-powered MIS onboarding

Go live faster—with AI and real experts behind you.

Our onboarding portal gathers the details that make your shop unique. InfoFlo Print AI uses your forms and files to help configure products, machines, inventory, workflows, notifications, and more.

One connected onboarding portalAI linked to your MISGuided by specialists
InfoFlo Print onboarding portal company information screen
Everything works together

One portal. One AI. One connected setup.

Collect the right information once, use it throughout the setup, and keep everyone aligned from the first form through training and launch.

1

Complete your forms

Tell us how your shop operates and upload the data you already have.

2

AI configures InfoFlo Print

Every saved form becomes an AI task connected to the area being configured.

3

Confirm and train

Product specialists and training confirm your setup through focused Zoom sessions.

One clear dashboard

See every step in one place.

Track forms, uploads, AI tasks, and training progress from one dashboard—so you always know what has been completed and what comes next.

Forms stay organized by the area of your business.
Uploaded files remain connected to the right configuration task.
Your team can see setup and training progress at a glance.
InfoFlo Print onboarding forms and tasks dashboard
Built around your shop

Set up what matters to your shop.

Provide the details needed to configure InfoFlo Print around the way you sell, produce, communicate, and manage your work.

Machines & costing

Click costs, speeds, capabilities, and production equipment.

$

Products & pricing

Specifications, formulas, markups, minimums, and quantity pricing.

Inventory & vendors

Materials, costs, supplier information, and purchasing needs.

Workflow & statuses

Approvals, production steps, notifications, and automations.

Customer data

Contacts, locations, account details, and existing records.

Emails & preferences

Templates, SMTP, fields, documents, and communication rules.

InfoFlo Print onboarding file upload area
Use the data you already have

Upload your files once.

AI can use your machine, inventory, customer, vendor, and product files during setup—without asking you to start over.

1. Upload

Use our templates or the spreadsheets you already have.

2. Keep connected

Each file stays with the correct form and AI task.

3. Configure

AI uses the files to configure the related area of your MIS.

AI configures your MIS

AI works directly inside InfoFlo Print.

The AI is connected to the system. It turns your forms and files into actual configuration—not just suggestions.

Create custom fields
Configure machines and costing
Import inventory, customers, and vendors
Create products and pricing
Build workflows and notifications
Configure documents and system settings
InfoFlo Print onboarding training progress screen
Training included

Training built into onboarding.

Watch structured training videos, track progress, and book live sessions directly from the portal. Your team has a clear path from setup to confidence.

Expert support

Fast setup with expert support.

Product Specialists and Training teams review your configuration with you during streamlined Zoom sessions. We support your team from setup through launch.

Product specialistsConfirm your configuration.
TrainingPrepare your users.
LaunchResolve final questions.
SupportWe stay involved.
Meet the AI

See what InfoFlo Print AI can do every day.

From product and pricing updates to workflows and reporting, see how AI helps your team get more done inside the MIS.

Explore AI for print shops →

See it in action

Ready to go live faster?

Schedule a demonstration and see how InfoFlo Print gets your shop configured, trained, and ready to work.

Schedule your demo →