What does this automation do?
A new subscription forks on the plan that was bought — a team plan starts a real onboarding project with an agent, a self-serve plan gets a welcome email.
What can you do with it?
- Give a team plan a project and a person, on the day it is bought
- Keep self-serve onboarding cheap without making it feel abandoned
- Change the threshold in one place when the plans change
The Steps
This automation runs in 2 steps:
- When Stripe — New Subscription
- Then Branch — Team or business plan: Ask an agent, Create from a template, Send Channel Message · Self-serve plan: Send Email
What makes this different from a Zapier-style flow?
The "Onboarding Lead" step is not a one-off model call. It is a Taskade AI agent that knows your onboarding steps, plans and welcome material, remembers every account 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 SaaS teams that cannot hand-onboard every signup but must onboard some. A new subscription forks on the plan that was bought — a team plan starts a real onboarding project with an agent, a self-serve plan gets a welcome email.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Subscription" from Stripe.
- Add a Branch step: Branch — Team or business plan: Ask an agent, Create from a template, Send Channel Message · Self-serve plan: Send Email.
- 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.