New clients go quiet, miss milestones, or stall on step two — and the automation catches every one, sends the right nudge on the right day, and stops the moment they complete the step.
The Taskade Genesis Onboarding Guide Portal (try it live below) shows you what a fully active onboarding experience looks like from the client's side: progress visible, next steps clear, and check-ins timed perfectly. Clone it in one click and own a running copy.
This is not a drip sequence you set up in an email tool and forget. The nudge sequence is a durable, branching automation that runs inside the same workspace where the onboarding work is happening. When a client hasn't completed a milestone by its due date, a trigger fires: a personalized nudge goes out by email, a task gets flagged on the team's Board, and if the client is still stuck after the second reminder, the account manager gets a Slack alert with full context. When the client completes the step, the sequence stops immediately — no over-messaging, no awkward "just checking in" after they've already replied.
The embedded AI agent writes each nudge fresh. With 33 built-in tools and persistent memory of each client's onboarding state, it knows which step they're on, how many days they've been stuck, and what the previous messages said — so every message reads like a thoughtful human follow-up, not a canned reminder.
The Relationship field keeps every nudge linked to the right client, project, and milestone — so you can see in a Table exactly which clients are behind, filter by week in a Calendar, or review the full nudge history on a Board. All seven project views — List, Board, Calendar, Table, Mind Map, Gantt, Org Chart — on the same onboarding dataset.
100+ bidirectional integrations keep the sequence connected: triggers pull milestone-completion events in from Taskade projects; actions push nudges out via Gmail, Slack, or SMS. The automation's branching logic handles the "if completed, stop; if not, escalate" without a separate workflow tool. Built-in reliable, always-on automation (no capped run quotas) means the sequence runs reliably across days and weeks — a missed milestone on day 14 gets caught as reliably as one on day 2.
Workspace DNA closes the loop: Memory tracks every client's onboarding state and nudge history, Intelligence drafts the contextual follow-up, and Execution fires the durable, milestone-aware sequence. Clone-and-own — no per-client seat fees, invite the whole team, own every log and message.
Pair with the Intake Form to Onboarding Workspace to trigger this sequence the moment a new client activates, or explore the Agency Client Onboarding Runner for the full onboarding stack. Browse the Community Gallery or read Learn: Scheduled automations.
Common questions
How does the sequence know when a client completes a step?
The automation listens for task-completion events inside the client's onboarding project. When a milestone task is checked off, the trigger fires and the nudge sequence for that step stops. See Learn: Automation triggers.
Can I set different nudge schedules for different clients?
Yes. The automation supports per-project configuration — you can set different delay intervals, message tone, and escalation thresholds for different client tiers or service types.
What happens if a client never completes onboarding?
The sequence escalates through its configured steps (gentle nudge → firmer reminder → account manager alert) and stops after the final escalation. You decide the schedule, number of touches, and what "final escalation" means for your workflow.