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 Tiny Tables.
Free · no credit card · connects your Gmail (Slack optional)
Installing the recipe provisions all of this in your workspace — ready to run.
Public form a new customer fills in (name, email, company, role, industry, plan, source). When published, a TinyTable response sheet is auto-created — this sheet IS the Customers record. Extra non-question 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.
Operational task tracker. The onboarding workflow auto-creates one row per task per customer; CSM team updates status from Tiny Tables.
Fires when a customer submits the signup form. Stores the customer, creates the 6-email onboarding plan (staggered over the first week with the email content baked onto each task row), sends the welcome email immediately, and marks it Completed (or Overdue if the send fails).
Runs daily at 9:00 AM UTC. Finds each customer's next due email, sends it, and marks it Completed — or Overdue if the send fails (with a CSM alert). The 7-day escalation review is routed 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 — every new customer is assigned to this person; escalations and failed-send alerts go here.
Connect Gmail to send the customer onboarding emails. CSM escalations also default to Gmail — or install the Slack variant to post them to a channel (slack_channel).
Publish the Customer Signup Form. Each submission creates a customer row and triggers the onboarding plan.
On submit, the workflow stores the customer, creates the 6 onboarding-email tasks (due day 0/1/2/3/5/7), and sends the welcome email immediately.
Every day at 9 AM, the sweep sends each customer's next due email (setup guide, webinar, call, follow-up) and marks it Completed.
If an email fails to send it's marked Overdue and the assigned CSM is alerted. The 7-day Escalation review is routed to the CSM too.
The CS team monitors every task and status in the Onboarding Tasks table — including the Pending and Overdue dashboard views.
Install the recipe, connect Gmail, and publish your signup form in two minutes — onboarding runs itself from there.
