Recipe: Automate new customer onboarding
1min read
TL;DR: When a deal is marked closed-won, this playbook creates an onboarding project with tasks, sends a personalized welcome email, and hands off to the success team in Slack. Trigger is a CRM webhook; outputs are a Notion/task project, a welcome email, and a Slack handoff.
Who this is for
RevOps and customer success teams standardizing the first days after a sale.
What you'll need
- Connectors: HubSpot or Salesforce, Notion (or a task tool), email, Slack.
- Secrets: CRM API key, Notion token, email API key, Slack token.
- Trigger: Webhook on deal stage = closed-won.
How to build it with Ask Ballet
- Open the Console on Home.
- Paste the prompt below; set your onboarding template and channels.
- Review the plan and confirm.
- Connect the CRM, Notion, email, and Slack, then register the webhook.
Build a playbook that triggers when a HubSpot deal moves to closed-won. Create a Notion
onboarding page for the customer from our template with tasks (kickoff call, account
setup, training) and due dates. Send the primary contact a personalized welcome email
with next steps and the kickoff scheduling link. Post a handoff message in
#cs-onboarding with the account name, plan, owner, and a link to the Notion page.
What the playbook does
- Webhook trigger — fires on closed-won.
- Code step (build context) — assembles customer name, plan, contacts, and owner.
- HTTP step (create project) — creates the Notion page/tasks from a template.
- HTTP step (welcome email) — sends the personalized email.
- HTTP step (handoff) — posts the Slack handoff with links.
Variations and tips
- Vary the task template by plan tier using a Code step.
- Chain into Content and marketing ops for case-study outreach later.
- Use Secrets for all tokens and keep the email template editable.