Streamlining the user onboarding process is crucial for SaaS businesses looking to boost activation rates and improve customer satisfaction. Manual onboarding is not only time-consuming but also prone to errors and inconsistencies. This is where workflow automation steps in, turning a complex series of steps into a reliable, automated process.
Workflows.do provides a bedrock for building robust, automated business processes. Forget fragmented scripts and unreliable connections; Workflows.do offers a platform designed for dependable workflow execution. It's about putting "AI without Confusion" into practice, allowing you to focus on defining your desired outcome, not wrestling with infrastructure.
Let's explore a practical example of how Workflows.do can automate a complex user onboarding workflow:
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 } })
}
})
This concise Workflows.do definition orchestrates a multi-step onboarding process triggered by a user signup:
This example demonstrates the power of Workflows.do in automating complex, data-intensive processes. By combining external integrations, AI capabilities, and reliable execution, Workflows.do eliminates manual effort, reduces the risk of human error, and ensures a consistent and personalized onboarding experience for every new user.
Ready to streamline your business processes and ditch the manual grind? Explore Workflows.do and discover how reliable workflow automation can transform your operations.