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    New user onboarding email

    by Bianca Trebastoni

    1

    Drafts personalized, role-based onboarding emails by syncing CRM, calendar, and product documentation context.

    $19

    30-day refund guarantee

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    See it in action

    You say

    Process the new user report from this morning's CSV. Check HubSpot for their roles and draft personalized intros in Gmail for the Product and Engineering leads.

    Your agent does

    ✓ Report source: 2023-10-27 ✓ 2 users processed ✓ CRM enrichment: Roles found for both users ✓ Drafts created: · Sarah Chen (s.chen@tech.co) - TechCo 🟢 NEW - no prior touchpoint found → Feature A, Feature B · English · Marc Diaz (m.diaz@dev.io) - DevIO 🟡 NOT new - prior contact found → Feature D, Feature E · English

    What you get

    Automate personalized outreach for weekly new user cohorts.Synchronize onboarding tone with existing calendar appointments.Map product feature recommendations to specific user job titles.Fetch live help-center links dynamically for every email draft.

    About this skill

    This skill turns your weekly new-user report into personalized onboarding emails, cutting the manual work that leads to generic outreach and early churn. It parses new-user data from CSVs, screenshots, or dashboard exports, enriches each contact with CRM role and department data, checks your calendar for prior touchpoints to adjust tone accordingly, and matches relevant product features to each user's role with live documentation links pulled from your knowledge base. It then drafts a ready-to-review email in Gmail or Outlook — never sending automatically — so every message gets a human check before it goes out. Works with Salesforce, HubSpot, and any CRM or calendar tool that provides text-based context.

    How to install

    Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.

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    Creator

    Bianca Trebastoni

    Bianca Trebastoni

    I'm a B2B Customer Success professional who builds practical automations to solve the parts of the job that eat up time without adding value — onboarding outreach, renewal-risk flags, re-engagement emails. Everything I sell here is genericized from workflows I've actually used managing enterprise accounts, built to plug into the tools you already have (CRM, email, calendar) with no ongoing setup or hosting required.

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