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:
- When Stripe — Checkout Completed
- Then Taskade — Create Project From Template
- Then Gmail — Send Email
- Then Delay — wait 2 days
- Then Gmail — Send Email
- Then Delay — wait 5 days
- Then Taskade AI — Ask Agent ("Onboarding Coach")
- 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 Project From 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 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.