Customer onboarding sequence

Coordinate a helpful onboarding sequence with opt-out, support, and approval controls.

Workflow

  1. Step 1: ChatGPT

    Draft task-focused message variants from current approved product guidance.

    Notes: Hand content to customer success.

    Handoff: Pass this output to the next step.

  2. Step 2: Notion AI

    Record audience, owner, trigger, and stop conditions.

    Notes: Hand approved sequence to operations.

    Handoff: Pass this output to the next step.

  3. Step 3: Zapier

    Deliver reviewed messages and route replies to a person.

    Notes: Alert the owner on failed delivery.

    Handoff: Keep this as a final deliverable.