Deal marked won
Hand off every won deal
Closed-won starts the kickoff card, the intro email and the channel post.
Tables
Customer onboarding agentEvery customer starts well.
When a new customer fills in your onboarding form, the agent drafts a welcome email with their next steps, adds a tracker row and tells the team in Slack.
Your first signup includes $50 in free credits.
New response
Onboard new customers
- Reads
- Form response
- Grows
- Welcome draft, tracker row
- Lands in
- Gmail, Sheets, Slack
Ask for it once, in plain words.
No flowchart to draw. Describe the job in chat. TulipFarm sets up the agent and its workflow, and shows you both before anything runs.
You
When someone fills in my onboarding form, draft a welcome email with their next steps, add a row to my onboarding tracker, and post it in #success.
TulipFarm
I made an agent called Onboarder and a workflow that starts on each new form response. It reads the response. The draft, the row and the post each ask you first. Activate it?
ActivateEdit first
One new customer, start to finish.
Every run is saved as an agent task you can open, check and rerun.
- Google Forms
A new onboarding response
Run startedStarted - Reads
The answers: team size, goals, start date
8 answers - Writes
A welcome email and a checklist
1 draft, 6 steps - Asks first
Save the draft, add the row, post to Slack
Approved - Creates
Gmail draft and a row in Google Sheets
2 created - Posts
Message in Slack
DeliveredCompleted
The onboarding tracker.
One row per customer. Everyone sees the same status.
Onboarding tracker| Customer | Start date | Next step | Status |
|---|---|---|---|
| Customer D | Oct 21 | Kickoff call | Welcome drafted |
| Customer E | Oct 14 | Import data | In progress |
| Customer F | Oct 7 | Train the team | On track |
What gets planted.
Three parts you own and can change at any time.
- Agent
Onboarder
Your welcome tone and checklist.
- Table
Onboarding tracker
One row per new customer.
- Workflow
New form response
Starts on each response.
Uses
- Google FormsGoogle Forms
- Gmail
- Google Sheets
- Slack
Add if you use it
- Trello
Google Calendar
Google Docs
It reads quietly. It asks before it acts.
Reads without asking
- The form response
- Your onboarding checklist
- Your welcome email style
Asks you first
- Saving the Gmail draft
- Adding the tracker row
- Posting to Slack
It uses your own connections, so it never sees more than you can.
Grow it your way.
Send a Trello board
Create a card per step in Trello for the customer's plan.
Check in at day 7
Draft a short check-in a week after the start date.
Vary by plan
Use a different checklist for each plan size.
Questions, answered.
What starts it?
A new Google Forms response. Point the workflow at your onboarding form.
Does it email the customer by itself?
No. It saves a draft in Gmail. You read it and send it.
Can the checklist change?
Yes. The checklist is in a skill. Edit it in plain words and the next run uses it.
After kickoff
Write a success plan
Turns kickoff notes into a goals-and-milestones plan for the customer.
Start date
A first week that runs itself
Accounts, intros, docs and check-ins, on the right day.
Tables
A good start, every time.
Public beta, open to everyone. Your first signup includes $50 in free credits.