Onboarding Flow
Provisions accounts, sequences welcome content, and pings managers when onboarding steps stall.
Overview
Triggered on new user signup, this tool provisions the account, sends a personalized welcome sequence timed to user behavior, tracks completion of key activation steps, and escalates to a success manager when a user stalls. Configurable for B2B and B2C flows.
What's included
Quickstart
- 01
Connect your auth system
Authorize via Supabase, Auth0, or a custom webhook from your signup endpoint.
- 02
Define activation milestones
List the 3–5 steps that define an 'activated' user in your product.
- 03
Write your email sequence
Use the provided templates or write from scratch. AI can draft for you.
- 04
Set stall thresholds
Define how many days before a stalled step triggers a manager ping.
Reviews (267)
4.8 averageClaire Dubois
Marketing Director
May 24, 2026
Solid workflow. I customized the prompt to our own criteria in about ten minutes and it adapted with zero code changes.
Marcus T.
Founder, B2B SaaS
Mar 3, 2026
Docs are excellent. The prerequisites table alone saved me an evening of figuring out which API keys I needed.
Sofia Reyes
Head of Growth
Jan 23, 2026
We run this for three client accounts now. The commercial license made that straightforward — no per-seat nonsense.
Karim B.
Freelance Developer
Jan 21, 2026
Support answered my setup question the same day. The inline node documentation is better than most paid tools I've used.
Ana Petrova
Product Manager
Jan 13, 2026
Clean JSON, sensible node naming, and the prompts are editable in plain English. My non-technical cofounder maintains it now.
Lena Fischer
Operations Manager
Jan 5, 2026
This replaced a task that used to eat 4–5 hours of my week. The workflow imported cleanly and worked on the first test run.
Showing 6 written reviews of 267 total ratings for Onboarding Flow.
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