Customer Onboarding Autopilot · Outbound Sales Automation
Customer Onboarding Autopilot for Outbound Sales Automation
The Customer Onboarding Autopilot triggers on Stripe payment events and orchestrates the complete onboarding flow: workspace creation, personalized welcome email, kickoff meeting scheduling, and team notification. Applied specifically to outbound sales automation — AI agents identify target companies, enrich contacts with verified emails, and draft personalized outreach — running continuously while you focus on closing.
The Use Case
Outbound Sales Automation
Outbound sales requires constant prospecting, research, and personalized outreach. SDRs spend most of their time on activities that don't directly generate revenue — finding contacts, writing emails, and updating CRMs.
The Deal Flow Monitor agent continuously identifies target companies matching your criteria, enriches them with verified contact data from Apollo, and drafts personalized outreach. The Sales Pipeline Optimizer then tracks each engagement through your pipeline.
The Agent
Customer Onboarding Autopilot
The Customer Onboarding Autopilot triggers on Stripe payment events and orchestrates the complete onboarding flow: workspace creation, personalized welcome email, kickoff meeting scheduling, and team notification.
15 credits per run
What it does
Customer Onboarding Autopilot capabilities for outbound sales automation
Stripe payment event trigger
Notion workspace creation with customer-specific content
Personalized welcome email via Gmail
Google Calendar kickoff meeting scheduling
Team Slack notification with customer context
Approval gates at configurable steps
Benefits of automating outbound sales automation
Continuous prospecting
New targets identified on every run — not just when SDRs have time.
Verified contacts
Apollo enrichment provides verified emails and direct dials.
Personalized outreach
AI drafts messages based on prospect research, not templates.
Full pipeline tracking
Every outbound touch is tracked through to close.
Full Workflow
All agents in the Outbound Sales Automation workflow
Deal Flow Monitor
15 creditsIdentifies target companies and drafts personalized outreach
Sales Pipeline Optimizer
15 creditsTracks outbound deals and suggests follow-up actions
Inbound Lead Researcher
10 creditsEnriches responses and interested prospects