Customer onboarding is a critical step in the user journey. A smooth and personalized onboarding experience can significantly impact user activation, retention, and overall satisfaction. However, manual onboarding processes can be time-consuming, inconsistent, and difficult to scale. This is where powerful workflow automation tools like Workflows.do come in.
Workflows.do provides a reliable and efficient way to automate complex business processes by treating them as Business-as-Code. This approach offers numerous advantages, including improved reliability, reusability, and seamless integration with your existing systems. Let's explore a practical example: automating customer onboarding using Workflows.do.
Imagine a typical customer signup process. After a user signs up, manual steps might include:
These steps are often repetitive, prone to human error, and challenging to personalize at scale. This is where Workflows.do shines.
Workflows.do allows you to define your onboarding process as a series of programmatic steps using a familiar coding environment. This enables a high degree of customization and integration with various external services.
Consider the following Workflows.do code example that illustrates an automated customer onboarding process:
import { AI } from 'workflows.do'
export default AI({
onUserSignup: async ({ ai, api, db, event }) => {
const { name, email, company } = event
// Enrich content details with lookup from external data sources
const enrichedContact = await api.apollo.search({ name, email, company })
const socialProfiles = await api.peopleDataLabs.findSocialProfiles({ name, email, company })
const githubProfile = socialProfiles.github ? await api.github.profile({ name, email, company, profile: socialProfiles.github }) : undefined
// Using the enriched contact details, do deep research on the company and personal background
const companyProfile = await ai.researchCompany({ company })
const personalProfile = await ai.researchPersonalBackground({ name, email, enrichedContact })
const socialActivity = await ai.researchSocialActivity({ name, email, enrichedContact, socialProfiles })
const githubActivity = githubProfile ? await ai.summarizeGithubActivity({ name, email, enrichedContact, githubProfile }) : undefined
// Schedule a highly personalized sequence of emails to optimize onboarding and activation
const emailSequence = await ai.personalizeEmailSequence({ name, email, company, personalProfile, socialActivity, companyProfile, githubActivity })
await api.scheduleEmails({ emailSequence })
// Summarize everything, save to the database, and post to Slack
const details = { enrichedContact, socialProfiles, githubProfile, companyProfile, personalProfile, socialActivity, githubActivity, emailSequence }
const summary = await ai.summarizeContent({ length: '3 sentences', name, email, company, ...details })
const { url } = await db.users.create({ name, email, company, summary, ...details })
await api.slack.postMessage({ channel: '#signups', content: { name, email, company, summary, url } })
},
})
Let's break down the power of this workflow:
Implementing an automated onboarding process with Workflows.do delivers significant benefits:
By automating your onboarding process with Workflows.do, you're essentially delivering a part of your service as software. The automated, intelligent workflow is a tangible reflection of your commitment to providing a seamless and personalized user experience. This concept of Services-as-Software is at the core of Workflows.do's offering, allowing you to package complex business logic into reliable, executable units.
Automating customer onboarding with Workflows.do is a powerful way to streamline your business processes, improve customer satisfaction, and drive growth. By leveraging the power of workflow automation and Business-as-Code, you can transform your onboarding from a manual bottleneck into a reliable, scalable, and highly personalized experience.
Ready to explore how Workflows.do can revolutionize your business processes? Learn more at workflows.do.