# 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.