All workflows ↗
Make the first handoff feel personal
Create an onboarding checklist when a deal becomes a customer.
Operations
Create an onboarding checklist when a deal becomes a customer.
This recipe is an illustrative planning example. Configure and test the actual connections in your automation product before using it with real requests.
STARTS WHEN
A deal is confirmed as a customer
FINISHES WITH
An onboarding workspace with tasks and an agreed owner.
Before you begin
A stable account ID, an onboarding checklist and a success owner.
Follow the handoff
Begin at the right moment
Use a confirmed CRM stage change as the trigger. Ignore repeated events for the same customer.
Prepare the workspace
Create the agreed onboarding tasks, attach the sales notes and propose a success owner.
Review before reaching out
A teammate checks names, timing and commitments before any welcome message is sent.
Talk through this workflow ↗
Good work.
Keep it moving.
Find your next workflow ↗
Relay is a fictional automation product. Workflows and integrations are illustrative; no real actions run in this demo.
A template by ErinTech Labs ↗