New Customer Onboarding
On new customer signup, the agent schedules a welcome meeting, generates a personalized HTML email via Gmail.
This directory currently includes 13 recipes for the onboard / guide pattern, across 9 roles. Onboard and guide agents help someone move through a defined sequence of steps. They can introduce a new user, employee, customer, or contributor to the right information, collect required inputs, and make the next action obvious. This pattern is useful when success depends on completing a process consistently, but people arrive with different levels of context. The examples show guided workflows rather than generic chat. A useful guide knows the stage, explains what is needed now, and routes edge cases to a person or documented path. Start with an onboarding flow that already has clear milestones and owners. Make privacy, accessibility, and escalation requirements explicit before asking an agent to handle real people or sensitive information. Every example makes its inputs, output, and handoff concrete, so you can compare real workflow boundaries before adapting the pattern to your own tools and process.
On new customer signup, the agent schedules a welcome meeting, generates a personalized HTML email via Gmail.
Validates new user emails via API, generates a branded PDF profile, sends it by email, and logs the result in Google Sheets.
When a student deal closes in Close CRM, this workflow validates data, routes them by program tier, and syncs records to Airtable.
Validates new user emails via API, generates a branded PDF profile, sends it by email, and logs the result in Google Sheets.
New Jotform submission triggers an AI proposal, creates the Asana project, sets up a Slack channel, emails the client.
Onboards new coaches via webhook and delivers daily 9 AM training SMS with keyword auto-replies and progress tracking in Google Sheets.
Scrapes Eventbrite attendees, enriches them with social analytics via influencers.club.
Validates new webinar signups in real time, generates a personalized PDF welcome kit with AI.
New Jotform submission triggers an AI proposal, creates the Asana project, sets up a Slack channel, emails the client.
Onboards new coaches via webhook and delivers daily 9 AM training SMS with keyword auto-replies and progress tracking in Google Sheets.
Scrapes Eventbrite attendees, enriches them with social analytics via influencers.club.
When a Stripe payment clears, the system automatically creates project folders in Drive, tasks in ClickUp.
New hire form submission triggers automatic extraction of up to 5 training clips from onboarding video.
New hire webhook triggers creation of a Drive folder, Jira tasks for IT/HR, and welcome notifications via email and Slack.
Triggers on an HR request to concurrently provision a new hire's M365 workspace and send a personalized welcome email.
Validates new webinar signups in real time, generates a personalized PDF welcome kit with AI.
New Jotform submission triggers an AI proposal, creates the Asana project, sets up a Slack channel, emails the client.
Instantly adds customer or agent profiles to your Intercom support database without manual entry.
New form submission? The agent checks if the user exists in Notion and creates a new entry with their name, email, and current semester.
New hire webhook triggers creation of a Drive folder, Jira tasks for IT/HR, and welcome notifications via email and Slack.
Triggers on an HR request to concurrently provision a new hire's M365 workspace and send a personalized welcome email.
When a Stripe payment clears, the system automatically creates project folders in Drive, tasks in ClickUp.
On new customer signup, the agent schedules a welcome meeting, generates a personalized HTML email via Gmail.
It guides a person through a defined process, provides the relevant context, and tracks or routes the next step.
They can help customers, employees, candidates, users, and contributors navigate repeatable setup or learning flows.
Clear stages, concise instructions, accessible content, progress visibility, and an easy path to human help.