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- New user onboarding email
Works with the AI tools you already use
New user onboarding email
Drafts personalized, role-based onboarding emails by syncing CRM, calendar, and product documentation context.
$19
New user onboarding email
Example session with this skill installed
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.
- Read your context and instructions
- Compiled the new user onboarding
✓ 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
Connects securely to your tools. The creator never sees your data.
What you get
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
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
Free skills download straight away. Paid skills unlock right after purchase.
- 2
Unzip into your skills folder
Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.
- 3
Ask your agent to use it
Restart the agent if it was already running. It picks the skill up automatically - no config needed.
Skills folder by agent
Click the path to copy it. Create the folder if it does not exist yet.
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Verified clean 17 days ago
- Passed all security checks, Safe to install