Customer Success
Customer Onboarder Agent
Starts when a new customer is confirmed. It sends a personalised welcome email, schedules a kickoff call via Calendly, sets up a shared Notion workspace with their onboarding checklist, and sends Day 3 / Day 7 nudges automatically.
Category
Customer Success
Runs
Available · Trigger-based
Time saved
~2 hrs per client
Value
~SGD $80/client
How it works
- 1
Kicks off the moment a new customer is confirmed
- 2
Sends a personalized welcome email
- 3
Books the kickoff call with a calendar link
- 4
Sets up a shared workspace with their onboarding checklist
- 5
Sends Day 3 and Day 7 nudges automatically
Tools & integrations
ClaudeNotion MCPGmail/PostmarkGoogle Calendar MCP
What you need
- Stripe for payments
- Scheduling with Calendly or any tool via API/MCP
- Email through Gmail or any provider via API/MCP
- CRM in Notion, HubSpot, Salesforce, or any tool via API/MCP
- Brand context files (customer-success.md, brand.md, product.md, etc)
- Claude Pro, Max, or API key
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