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Customer onboarding agent

New customers go quiet when they do not know what to do next. This agent sends a short sequence of steps over their first fortnight, each one with a single action, so they reach the point where your product is worth paying for.

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Quick facts

Runs: Daily, 09:00
Needs: Google Sheet of new customers
Access: Read, and send with your approval
Setup time: About 5 minutes
Plans: Growth and up

What it does

STEP 1

Reads your customer sheet

Read only.
STEP 2

Works out their step

From the columns you already keep.
STEP 3

Sends one action

Never a list, never two things at once.
STEP 4

Comes back tomorrow

Until they finish or ask to stop.

Runs on its own

Reading the customer sheet
Deciding which step each person is on

Waits for your approval

Every onboarding email, until you switch it to automatic

You can switch any task to automatic once you trust it.

What you tell it when setting up

Question	Why it is asked
Tab with new customers (needed)	For example: Customers
The steps, one per line (needed)	For example: Complete your profile Add your first project Invite a teammate
How long is onboarding? (needed)	Used in the agent's instructions.