Support & Success Free template

Customer Onboarding Agent

Coordinate customer onboarding.

Use this template About 5 minutes to set up

Your instructions. Your apps. Ready to customize.

Example output

A thoughtful start for a new customer

  • Checklist · Steps and owners
  • Kickoff · Suggested agenda
  • Welcome · An email draft to review

From your request to a useful first draft

  1. 01

    Give it a starting point

    Help me prepare a new customer’s onboarding checklist, kickoff agenda and welcome email.

  2. 02

    Work with your context

    Your agent uses its starter instructions and the sources you make available.

    • Notion
    • Google Calendar
    • Gmail
  3. 03

    Review and make it yours

    A thoughtful start for a new customer. Check the result, ask for changes and choose the next step.

About this template

An onboarding agent for new customers. It sets up their checklist, schedules a kickoff call, and sends a welcome email with everything they need to get started.

This is a starting point for an agent. Connect the sources it needs, review its instructions, then send your first message. Recurring runs can be configured separately.

Apps it works with

Choose which accounts your agent can use. You can connect missing apps during setup or later in your workspace.

Try a first message

Help me prepare a new customer’s onboarding checklist, kickoff agenda and welcome email.

Add your own links, files or context. The example above is a suggestion; it is not sent automatically.

A few things to know

More ways to get started

Browse all templates
Before anything loads

We would like to switch on analytics, so we can see which pages are worth keeping. Nothing has loaded yet and nothing will until you choose. The cookies that keep you signed in and remember your language are not part of this.

Read the Cookie Policy