Email Campaign Manager · Customer Onboarding Automation
Email Campaign Manager for Customer Onboarding Automation
The Email Campaign Manager plans, writes, and sends email campaigns based on your goals, audience segments, and content brief — with full approval control before any campaign goes live. Applied specifically to customer onboarding automation — AI agents automate the entire customer onboarding workflow — workspace creation, welcome emails, kickoff scheduling, and team notifications.
The Use Case
Customer Onboarding Automation
Customer onboarding is a critical experience that's often manual, inconsistent, and slow. New customers wait hours or days for access, welcome materials, and kickoff meetings — creating a poor first impression.
The Customer Onboarding Autopilot triggers on Stripe payment events and orchestrates the entire onboarding flow: creates a Notion workspace, sends a personalized welcome email, schedules a kickoff meeting, and notifies your team on Slack.
The Agent
Email Campaign Manager
The Email Campaign Manager plans, writes, and sends email campaigns based on your goals, audience segments, and content brief — with full approval control before any campaign goes live.
12 credits per run
What it does
Email Campaign Manager capabilities for customer onboarding automation
Campaign planning based on goals and audience
Multi-email sequence drafting
Audience segmentation recommendations
Subject line optimization
Beehiiv and Ghost newsletter integration
Approval gate before every send
Benefits of automating customer onboarding automation
Instant activation
Onboarding begins the moment payment is confirmed.
Consistent experience
Every customer gets the same high-quality onboarding flow.
Multi-tool coordination
Workspace, email, calendar, and chat — all coordinated.
Team visibility
Your team is notified immediately with customer context.