Customer Success Workflow Recipes – Onboard (YC W22) Product Updates (onboard.io) 1 points by mattmajewski 1y ago ↗ HN
[–] mattmajewski 1y ago ↗ Introducing Workflow Recipes the fastest way to introduce automation via Onboarding Workflows.Shipping with the following recipes, with more in development:Send to Sales Quick action to send upgrade opportunity to the Sales role.Escalate to CSM Escalate to the Customer Success Manager role.Form Submitted When form is submitted, notify Map owner.Send to Support Send a support request to the email specified.Ask for G2 Review Quick action to send a request for a G2 testimonial.Refresh all Map Tasks Quick action to refresh all Map tasks from global tasks.Change of Owner When onboarding changes hands, notify all customers in a Map.At-Risk Notification Quick action to notify owner of an at-risk customer.Escalate to Finance Escalate to the finance role.
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[ 3.0 ms ] story [ 10.4 ms ] threadShipping with the following recipes, with more in development:
Send to Sales Quick action to send upgrade opportunity to the Sales role.
Escalate to CSM Escalate to the Customer Success Manager role.
Form Submitted When form is submitted, notify Map owner.
Send to Support Send a support request to the email specified.
Ask for G2 Review Quick action to send a request for a G2 testimonial.
Refresh all Map Tasks Quick action to refresh all Map tasks from global tasks.
Change of Owner When onboarding changes hands, notify all customers in a Map.
At-Risk Notification Quick action to notify owner of an at-risk customer.
Escalate to Finance Escalate to the finance role.