What does this automation do?
A payment lands and one agent handles the whole handover — the welcome note, the kickoff task and the delivery checklist — the way a small team would.
What can you do with it?
- Run a real onboarding without hiring anyone to run it
- Deliver the same first hour to every client you sign
- Free the founder from the admin that follows every sale
The Steps
This automation runs in 4 steps:
- When Stripe — New Payment
- Then Taskade AI — Ask an agent ("Solo Ops")
- Then Taskade — Add Task
- Then Gmail — Send Email
What makes this different from a Zapier-style flow?
The "Solo Ops" step is not a one-off model call. It is a Taskade AI agent that knows your offers, delivery steps and client history, remembers every customer 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 solopreneurs and one-person studios. A payment lands and one agent handles the whole handover — the welcome note, the kickoff task and the delivery checklist — the way a small team would.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Payment" from Stripe.
- Add the action "Ask an agent" from Taskade AI. Point it at an agent called "Solo Ops".
- Add the action "Add Task" from Taskade.
- Add the action "Send Email" from Gmail.
- 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.