Onboarding automations
3 automation jobs within Success & Retention → Onboarding.
Automate Self-Serve Activation Nudge Sequencing Automated, usage-triggered nudges that move self-serve and SMB signups toward real activation milestones instead of a generic drip sequence. Customer Onboarding Checklist Automation Auto-trigger onboarding tasks from real usage data, track milestone completion and flag stalled accounts before they churn in week one. Enterprise Onboarding Kickoff and Implementation Tracking Coordinate multi-stakeholder kickoff scheduling and implementation milestones so enterprise onboarding doesn't stall when a champion goes quiet.