Playbooks / Startups / Customer Onboarding + Retention
Activation Check-Ins
Watches for the activation milestone. If a customer is stuck, draft targeted help outreach based on where they stalled.
How to run it
Open Startups > Customer Onboarding + Retention > Activation Check-Ins in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Activation Check-Ins workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Watch for the activation milestone. If a customer is stuck, draft targeted help outreach based on where they stalled. Stop nudging once active.
Put this workflow to work.
The Startups agent ships with this one installed. Open the demo and ask it to run the Activation Check-Ins workflow on something of yours.