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AI WorkflowsCategoriesLogic

💧 Onboarding Drip Sequence with AI

Checkout builds the client project and sends the welcome, then the flow waits two days, sends the setup guide, waits five more, and has an agent write the check-in.

  • Event-triggered
  • 100+ integrations
  • Branching logic
  • Schedule + monitor
UNIT · TASKADE.FLOW8 STEPS

How this flow runs

When

Checkout Completed

Stripe

Then 1

Create from a template

Taskade

Then 2

Send Email

Gmail

Then 3

Delay

wait 2 days

Wait before continuing. The wait is durable — it survives a restart of the machine running it, so a two-day follow-up still fires.

Then 4

Send Email

Gmail

Then 5

Delay

wait 5 days

Wait before continuing. The wait is durable — it survives a restart of the machine running it, so a two-day follow-up still fires.

Then 6

Agent

Onboarding Coach

Ask an agent · Taskade AI

Knows
your delivery steps, templates and client history
Remembers
where each client got stuck before

Then 7

Send Email

Gmail

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Delay is a step you add in the builder, in the same list as an app step — there is no separate scripting surface. All automation actions

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

What does this automation do?

Checkout builds the client project and sends the welcome, then the flow waits two days, sends the setup guide, waits five more, and has an agent write the check-in.

What can you do with it?

  • Spread onboarding over days instead of dumping it in one email
  • Keep a week-long sequence running without a scheduling tool
  • Make the last message personal, because an agent writes it

The Steps

This automation runs in 8 steps:

  1. When Stripe — Checkout Completed
  2. Then Taskade — Create from a template
  3. Then Gmail — Send Email
  4. Then Delay — wait 2 days
  5. Then Gmail — Send Email
  6. Then Delay — wait 5 days
  7. Then Taskade AI — Ask an agent ("Onboarding Coach")
  8. Then Gmail — Send Email

What makes this different from a Zapier-style flow?

The "Onboarding Coach" step is not a one-off model call. It is a Taskade AI agent that knows your delivery steps, templates and client history, remembers where each client got stuck before, 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 that want onboarding spread over a fortnight. Checkout builds the client project and sends the welcome, then the flow waits two days, sends the setup guide, waits five more, and has an agent write the check-in.

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 "Create from a template" from Taskade.
  • Add the action "Send Email" from Gmail.
  • Add a Delay step: Delay — wait 2 days.
  • Add the action "Send Email" from Gmail.
  • Add a Delay step: Delay — wait 5 days.
  • Add the action "Ask an agent" from Taskade AI. Point it at an agent called "Onboarding Coach".
  • 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.

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