SALES
Weekly Customer Onboarding Status Digest
Every Friday this compiles each active mutual action plan's progress from Monday into a personalized status email per customer over Gmail.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly Friday afternoon schedule
- ActionRead active plans and milestone states from Mondaymonday.com
- ActionAgent drafts personalized per-customer summariesOpenAI
- ActionEmail each customer their status updateGmail
- OutputPost portfolio rollup to leadership SlackSlack
What it does
Gives both customers and leadership a clean weekly read on onboarding without anyone assembling it by hand. It summarizes each plan's completed and upcoming milestones, sends every customer their own tailored update, and rolls the whole portfolio into one leadership view.
When to use it
Use it when CSMs spend Friday afternoons hand-writing status emails and leadership lacks a single view of how all onboardings are tracking. Ideal for teams managing a book of concurrent onboardings that need consistent, low-effort communication.
How it works
- 1A weekly schedule runs every Friday afternoon.
- 2The flow reads all active onboarding plans and their milestone states from Monday.
- 3An agent drafts a personalized status summary per customer highlighting wins, what's next, and any blockers.
- 4It emails each customer their tailored update via Gmail.
- 5It posts a portfolio rollup — on-track, at-risk, and upcoming go-lives — to the leadership Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 2Connect GmailRead, draft, send, label.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect OpenAIModels, embeddings, files.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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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.
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