agentbeginner~1 hour

New Customer Welcome

An Ambassador that triggers when a new customer signs up — sends a personalized welcome email, creates onboarding tasks for your team, and logs the customer in your CRM tables.

What You'll Build

A new customer welcome agent that automatically sends a personalized welcome email, creates onboarding tasks for your team, and logs every new customer — triggered the moment they sign up.

Sections Included (3)

Event Receiver

Receives new customer signup events via webhook

Welcome Sender

Sends personalized welcome email from template

Task Creator

Creates onboarding tasks for internal team

Design

Colours: Navy and gold — WaymakerOS defaults
Typography: System — no frontend
Mood: Warm, welcoming, organized

What This Deploys

Tables

welcome_log

Tracks welcome sequences sent and their status

welcome_templates

Email templates for the welcome sequence

Ambassadors

customer-welcome

Handles new customer events and triggers welcome flow

Replaces

Customer.ioIntercom Welcome SeriesManual welcome emailsOnboarding spreadsheets

Details

Category: agent
Difficulty: beginner
Time: ~1 hour
Commander Tools: Tables, Tasks
Host Tools: Ambassadors
Topics: customer-success, onboarding

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