Day one, ready before they arrive
Whether it's a new customer or a new hire, the first week is a checklist of small tasks that always slip. Put the checklist in a workflow and day one takes care of itself — accounts created, invites sent, owners notified.
Deploys this workflow into your workspace — you'll connect your own accounts.
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Workflow that loops over new customer records and creates accounts and welcome tasks for each
What Onboarding teams automate
One workflow for the whole first week
Customer or employee, the shape is the same: a trigger, a checklist of steps, and a clear record of what ran.
From signed to set up, same day
The deal closes and the workflow takes over: workspace provisioned, kickoff scheduled, welcome sequence started.
- Customer success - New accounts arrive provisioned, with the kickoff already on the calendar.
- Sales - Handoff notes travel with the record instead of living in a rep's head.
- Customers - The welcome email lands minutes after signing, not next Tuesday.
- Finance - The first invoice is queued the moment onboarding starts.
Workflow that loops over new customer records and creates accounts and welcome tasks for each
Scale the welcome, not the workload
Onboarding three people a month by hand is annoying. Thirty is impossible — steps get skipped and nobody notices until an access request surfaces in week two.
A workflow doesn't get tired on the third signup of the day. WEXTL connects to your HR system, email, chat, and calendar, so scaling up means more runs — not more evenings.
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Ready on day one
Accounts and access exist before anyone shows up.
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Checklists that run
Steps complete themselves, so nothing gets skipped at thirty a month.
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