Sales & RevOps
Onboarding email that reads the account
Checks what each new account has actually set up and sends the message that helps them next, rather than the next message in a sequence.
The prompt
This is the whole configuration
Paste it into a workflow and edit it in plain English. There is nothing else to wire up.
Every day at 9am, query Postgres for accounts created in the last fourteen days. For each account, work out the furthest onboarding milestone they have reached: signed up, connected an integration, created a workflow, put a workflow on a trigger, invited a teammate. Then decide which single message would help them most right now and send it with Resend from [email protected]. Write each email fresh, reference the specific thing they have and have not done, keep it under 100 words, and include exactly one link. Skip accounts that already reached the last milestone, and skip anyone who received an email from this agent in the last three days. Post a summary of who got what to #growth.
Trigger
What starts this agent
Example output
What you get back
Every run leaves a readable record: the steps the agent took and the result it produced.
46 onboarding emails sent
- 19 nudged to connect their first integration
- 14 shown how to schedule a task
- 13 invited to add a teammate
New to Helios? Start with Run your first agent.
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Run Onboarding email that reads the account on your stack.
Connect the integrations, paste the prompt, attach the trigger. The agent takes it from there.