Prepare the onboarding kit for a new customer
Minda prepares the welcome email, the info request, a kickoff agenda and an onboarding checklist for a new customer. It is a ready-made task for the SI agent in Minda Super Intelligence. It runs when you start it. It works with Gmail, Google Calendar, Google Sheets and Google Docs.
In Minda: Tasks → New → Browse tasks → Prepare the onboarding kit for a new customer. Minda Super Intelligence for Windows is coming soon.
- Sales
Gmail- Google Calendar
- Google Sheets
- Google Docs
- Read the deal thread in Gmail and [the signed…
- Write
- Save the emails as Gmail drafts and the…
- Finish with the checklist and the one risk that…
What you get
Reads the signed deal It reads the deal thread in Gmail and your signed proposal or order for scope, dates and contacts.
A welcome email It drafts a welcome email that confirms what they bought and what happens next, saved as a Gmail draft.
A kickoff agenda It writes a kickoff agenda for a call of the length you set, with two times proposed from your calendar.
A checklist with owners The onboarding checklist gives every step an owner and a due date, in a note or in your onboarding sheet.
Why use this?
Minda gathers what a new customer needs to hear and what you still need from them, and puts it in drafts and a checklist. Scope, prices and dates come only from the signed documents. Nothing is sent and no meeting is booked until you say yes.
What it does
- When
- When you start it
- Works with
- Gmail, Google Calendar, Google Sheets, Google Docs
- For
- Sales, Operations, Founders
- You fill in
- [customer name, company and what they bought], [the signed proposal or order link], [onboarding sheet link]
How it works
- WhenWhen you start itSave it as a workflow to run it daily at 9am instead
- Step 1Reads the deal thread in Gmail
- Step 2Takes scope and dates from the order
- Step 3Drafts a welcome email
- Step 4Lists what you still need from them
- Step 5Proposes two kickoff times
- Step 6Builds a checklist with owners
- ResultA kit of drafts, nothing sent or booked
Read the deal thread in Gmail and [the signed proposal or order link] for scope, dates and contacts
Write: a welcome email that confirms what they bought and what happens next, a list of what we still need from them, a kickoff agenda for a [30]-minute call with two proposed times from my calendar, and an onboarding checklist with an owner and a due date for each step
Save the emails as Gmail drafts and the checklist as a note or in [onboarding sheet link]
Finish with the checklist and the one risk that could delay the start
Rules it keeps
The agent follows these on every run.
Take scope, prices and dates only from the signed documents
Never invent a promise
Never send or book anything until I say yes
The full prompt
This is what the SI agent is asked to do. The parts in brackets are what you fill in.
Prepare the onboarding for a new customer: [customer name, company and what they bought]. Read the deal thread in Gmail and [the signed proposal or order link] for scope, dates and contacts. Write: a welcome email that confirms what they bought and what happens next, a list of what we still need from them, a kickoff agenda for a [30]-minute call with two proposed times from my calendar, and an onboarding checklist with an owner and a due date for each step. Save the emails as Gmail drafts and the checklist as a note or in [onboarding sheet link, optional]. Rules: take scope, prices and dates only from the signed documents; never invent a promise; never send or book anything until I say yes. Finish with the checklist and the one risk that could delay the start.
Who is it for?
Account managers You start many customers and want the same checklist and welcome note each time.
Founders with new customers You do onboarding yourself and want the first drafts ready.
Frequently asked questions
Does it send or book anything?
No. The emails stay in Gmail drafts, and it sends or books nothing until you say yes.
Where do scope and prices come from?
Only from the signed proposal or order you link. It never invents a promise.
How does it pick kickoff times?
It proposes two times from your calendar for a call of the length you set. The default is 30 minutes.
What do I fill in?
The customer name, company and what they bought, the link to the signed document, and a sheet link if you want the checklist there.
What do I get at the end?
The checklist and the one risk that could delay the start.
Run this task in the Minda app
In Minda: Tasks → New → Browse tasks → Prepare the onboarding kit for a new customer. Minda Super Intelligence for Windows is coming soon.
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