What does this automation do?
A completed checkout runs one onboarding command, which builds the client project from your template and starts the follow-up automation itself.
What can you do with it?
- Kick off onboarding the second the payment clears
- Build from your template so nothing is invented per client
- Let the agent call your other automations rather than chaining by hand
The Steps
This automation runs in 4 steps:
- When Stripe — Checkout Completed
- Then Taskade AI — Run an agent command ("Onboarding Captain")
- Then Taskade — Create from a template
- Then Taskade — Run Automation
What makes this different from a Zapier-style flow?
The "Onboarding Captain" step is not a one-off model call. It is a Taskade AI agent that knows your onboarding steps, templates and welcome material, remembers every client it has onboarded, so every run builds on the last one instead of starting from an empty prompt.
A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by other automations.
Who is this automation for?
Built for service businesses onboarding every new customer the same way. A completed checkout runs one onboarding command, which builds the client project from your template and starts the follow-up automation itself.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Checkout Completed" from Stripe.
- Add the action "Run an agent command" from Taskade AI. Point it at an agent called "Onboarding Captain".
- Add the action "Create from a template" from Taskade.
- Add the action "Run Automation" from Taskade.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.