Customer Success
Customer Onboarder Agent
Triggered when a new customer is confirmed — 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
- Payments — Stripe
- Scheduling — Calendly or any tool via API/MCP
- Email — Gmail or any provider via API/MCP
- CRM — 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
Want the Customer Onboarder Agent running for your business?
Book a free 30-minute discovery call. We'll map how this agent fits your workflow — no pitch, no obligation.