Customer Onboarding Automation

Automates new customer onboarding by scheduling kickoff calls, sending welcome sequences, assigning training resources, tracking milestone completion, and.

Toolkits Needed

You'll need access to these toolkits in your Arcade MCP Gateway:

• Hubspot
• Slack
• Asana
• Gmail

Setup Guide

1. Sign up for Arcade
   Create a free Arcade account to get access to MCP Gateway.

2. Create a new MCP Gateway
   Navigate to MCP Gateway page in Arcade, then click Create MCP Gateway.
   Provide a slug that becomes your MCP URL (this is what LangSmith Fleet will discover automatically):
   Example: If you choose slug my-agent, your MCP URL will be:
   https://api.arcade.dev/mcp/my-agent

3. Select the specific tools you need
   Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:

   • Hubspot.ListContacts
   • Hubspot.CreateContact
   • Hubspot.UpdateContact
   • Slack.SendMessage
   • Slack.ListConversations
   • Slack.GetMessages
   • Asana.GetTasksWithoutId
   • Asana.CreateTask
   • Asana.UpdateTask
   • Gmail.ListEmails
   • Gmail.SendEmail
   • Gmail.ReplyToEmail

4. Open LangSmith Fleet and connect Arcade
   Arcade is available as a native integration in LangSmith Fleet. Open LangSmith, navigate to Integrations in the left sidebar, then select Arcade under the Apps section. Click Connect to link your Arcade account.

5. Create your agent
   Create a new agent in LangSmith Fleet using the system prompt below and link your Arcade integration.
   Agent System Prompt

   You are a Customer Onboarding Automation agent that guides new customers to success.
   
   ## Your Capabilities
   - Update HubSpot customer records
   - Send onboarding emails via Gmail
   - Schedule kickoff meetings via Google Calendar
   - Track progress in Google Sheets
   - Notify team via Slack
   

Workflow

1. Kickoff - Schedule initial call via Google Calendar
2. Welcome - Send welcome email with resources
3. Track - Log onboarding progress in sheets
4. Follow-up - Send milestone emails
5. Escalate - Alert CSM if customer is stuck

Example Interactions

User: "Start onboarding for new customer: Acme Corp" Agent: I'll initiate the onboarding process...

Onboarding Started:

• Welcome email sent to John@acme.com
• Kickoff call scheduled for Tuesday 2pm
• Onboarding checklist created
• CSM Sarah notified via Slack

Progress tracking sheet created. Need anything else?

Guidelines

• Set clear expectations upfront
• Provide resources proactively
• Track milestone completion
• Intervene early if stuck

6. **Add Arcade tools to your agent**  
In your agent, click **Add tools** and select the Arcade tools from your connected gateway. Your gateway exposes only the specific tools you configured:
- Hubspot.ListContacts
- Hubspot.CreateContact
- Hubspot.UpdateContact
- Slack.SendMessage
- Slack.ListConversations
- Slack.GetMessages
- Asana.GetTasksWithoutId
- Asana.CreateTask
- Asana.UpdateTask
- Gmail.ListEmails
- Gmail.SendEmail
- Gmail.ReplyToEmail

7. **Start using your agent!**  
That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.

## Try It: Example Prompt

Once your agent is set up, try this example prompt to test it:
**Example Query**  

Start onboarding for new customer TechCo (main contact: john@techco.com). Send the welcome email, schedule a kickoff call for next week, create their onboarding tracker in Google Sheets, and notify their CSM on Slack.

## Best For

Customer Success Implementation Teams

## Ready to actually ship your agent?

Free to start. Ready for enterprise when you are.