AI AGENTS
Onboarding Weekly Stuck-Account Digest
Every Monday the agent reviews all in-flight onboardings, ranks accounts by how stalled they are and which artifacts are blocking go-live, writes a prioritized summary.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly Monday schedule fires
- ActionRead all active onboarding recordsAirtable
- LogicCompute stuck-score and rank accounts
- ActionWrite prioritized at-risk digestOpenAI
- OutputPost digest to onboarding Slack channelSlack
What it does
Gives the onboarding team a single weekly readout of where every account stands. The agent aggregates outstanding artifacts across all active onboardings, scores each account by staleness and blocker severity, and produces a ranked digest highlighting which customers are at risk of a slipped go-live and who owns the next action.
When to use it
Use it to replace the manual spreadsheet review before your Monday onboarding standup. Ideal when you run many concurrent onboardings and need leadership-level visibility into which ones are stuck and why, without anyone hand-compiling the list.
How it works
- 1A weekly schedule fires every Monday morning.
- 2The agent reads all active onboarding records and their artifact statuses from Airtable.
- 3It computes a stuck-score per account from overdue days, missing-artifact count, and reminder history.
- 4An LLM step writes a ranked digest: top at-risk accounts first, each with blocking items and the responsible owner.
- 5The digest is posted to the onboarding Slack channel as a formatted message ready for standup.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More AI Agents workflows
Custom Metrics Cardinality Spike Pager
A webhook from a Datadog monitor fires when custom-metric cardinality jumps; an agent pinpoints the offending metric and tag, estimates the added cost.
Sentry-to-Confluence Runbook Updater
When a Sentry issue is resolved, the agent finds the matching Confluence runbook page and proposes an inline update with the verified fix.
Stale Doc-PR Chaser for Runbook Gaps
On a daily schedule the agent finds runbook doc PRs that were opened from resolved incidents but never reviewed, summarizes what each one fixes.
Resolved Incident to Public Troubleshooting Doc
For customer-facing errors resolved in Sentry, the agent drafts a sanitized troubleshooting entry and opens a PR to your ReadMe documentation.
On-Call Runbook Gap Closer: Resolved Sentry Issues to Doc PRs
An agent reads each newly resolved Sentry issue, compares the actual fix against your existing runbook, and opens a GitHub PR adding the missing remediation steps.
Weekly On-Call Doc-Gap Digest
Each week the agent reviews every Sentry issue resolved in the last 7 days, ranks the ones whose runbook coverage is missing or thin.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.