What does this automation do?
A new CRM contact starts an onboarding workflow shaped by an agent that knows what worked for similar customers.
What can you do with it?
- Start onboarding the moment the contact is created
- Shape the sequence to the segment, not to a single template
- Carry lessons from earlier onboardings into the next one
- Give every new customer the same reliable first two weeks
The Steps
This automation runs in 3 steps:
- When HubSpot — New Contact
- Then Taskade AI — Ask Agent ("Onboarding Guide")
- Then Taskade — Create Project From Template
What makes this different from a Zapier-style flow?
The "Onboarding Guide" step is not a one-off model call. It is a Taskade AI agent that knows your segments, plans, and onboarding playbooks, remembers which onboarding steps landed for each segment, 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 customer success teams onboarding at volume. A new CRM contact starts an onboarding workflow shaped by an agent that knows what worked for similar customers.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Contact" from HubSpot.
- Add the action "Ask Agent" from Taskade AI. Point it at an agent called "Onboarding Guide".
- Add the action "Create Project From Template" from Taskade.
- 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.