Customer Onboarding Tracker
Customer Onboarding Tracker with a Free Plan Builder. Turn a kickoff and go-live date into a dated onboarding plan, then track each customer's milestones, health and check-ins. Free to clone.
Customer Onboarding Tracker is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 4 automations that run on their own.
Category: Workflows
This Taskade Genesis app includes 4 projects, 1 AI agent, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Launch Buddy. Its automations include Live customer check-in, Monday onboarding risks and Weekday past-due milestones.
by @taskade
What you can do with Customer Onboarding Tracker
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Customer Onboarding Tracker works
- Live customer check-in: when a customer goes live, then Calculate the 30-day check-in date and Add the 30-day check-in.
- Monday onboarding risks: when Every Monday at 8 AM, then Find Amber and Red customers and Format the risk list.
- Weekday past-due milestones: when Every weekday at 4 PM, then Find open past-due milestones and Format past-due milestones.
Built with Taskade Genesis
- Category: Workflows
- AI agents: Launch Buddy
- Automations: Live customer check-in, Monday onboarding risks, Weekday past-due milestones
- Workspace: 4 projects, 1 AI agent, 4 automations