Every new customer who fills your signup form gets a 6-email onboarding plan staggered over their first week: welcome, setup guide, webinar, call and follow-up. The welcome sends instantly; a daily sweep handles the rest, flags overdue sends, and escalates the 7-day review to the assigned CSM. The whole CS team tracks it in TinyTables.
Free · no credit card · connects your Gmail (Slack optional)
Installing the recipe provisions all of this in your workspace, ready to run.
Public form (name, email, company, role, industry, plan, source). Publishing it auto-creates its response sheet. This is the Customers record. Extra columns (customer_id, signup_date, assigned_csm, onboarding_status, last_communication_date) are appended via additionalColumns so the workflow has somewhere to write derived values.
One row per task per customer, auto-created by the workflow. CSMs update status directly from TinyTables.
Fires on signup. Stores the customer, creates the 6-email plan staggered across week one (content baked onto each task row), sends the welcome email, marks it Completed or Overdue if the send fails.
Runs daily at 9:00 AM UTC. Sends each customer's next due email, marks it Completed or Overdue, and routes the 7-day escalation to the assigned CSM via Gmail or Slack.
Gmail powers both the customer emails and the CSM alerts, swap the alerts to Slack at install.
Send the onboarding email sequence to each customer (welcome, setup guide, webinar, call, follow-up).
Notify the assigned CSM on the 7-day escalation review and whenever a customer email fails to send. Swap to Slack.
Set default_csm_email once at install, every new customer is assigned to this person, and every escalation or failed-send alert routes straight to them.
Connect Gmail to send onboarding emails. CSM escalations default to Gmail too, or install the Slack variant to post them to a channel (slack_channel) instead.
Publish the Customer Signup Form. Every submission creates a customer row and kicks off the onboarding plan automatically, no one has to remember to start it.
The moment someone signs up, the workflow stores the customer, builds all 6 onboarding-email tasks (due day 0/1/2/3/5/7), and sends the welcome email immediately. Day one is covered before you've even seen the notification.
Every day at 9 AM, the sweep finds each customer's next due email (setup guide, webinar, call, follow-up) sends it, and marks it Completed. You don't schedule these by hand, ever.
If a send fails, it's marked Overdue and the assigned CSM is alerted immediately. The 7-day review is escalated to the CSM automatically too. Nothing quietly stalls.
Every task and status lives in the Onboarding Tasks table, including Pending and Overdue dashboard views, one place to see exactly where every customer stands.
Install the recipe, connect Gmail, and publish your signup form in two minutes, onboarding runs itself from there.
