The AI agent for customer onboarding managers
Sauna reads the new account in HubSpot and the kickoff notes, drafts the onboarding plan, schedules the milestones, and writes the welcome sequence, holding each touch for your approval.
What it does
What Sauna does for customer onboarding managers
- 01
Build onboarding plans
Sauna drafts a milestone-based onboarding plan in Asana from the account's goals in HubSpot, with target dates and owners for review.
- 02
Draft welcome sequences
It writes the welcome and milestone emails personalized to the account's use case, queued in your inbox for approval.
- 03
Schedule kickoffs
Sauna books the kickoff and check-in calls on the calendar and drafts the agenda for each from the account context.
- 04
Track time-to-value
It watches activation signals and posts a Slack note when an account stalls before reaching its first value milestone.
Put Sauna to work on this.
Get started for freeIn context
Ask in chat. It does the work.
Sauna shows up where you already work — the web app, Slack, email, iMessage, and Superhuman. It reads what it needs, does the task, and comes back with the draft for your approval.
Try it
Ask in plain words
The literal prompt for this job. Open it in Sauna and it picks up from there.
“Read the new Northwind account in HubSpot and the kickoff notes, build a milestone onboarding plan in Asana, and draft the welcome email sequence for me to approve.”
Plugs into the tools you already run — and thousands more, or any MCP server.
Good to know
Questions, answered.
Will it email new customers automatically?
No. The welcome sequence is drafted and held; you approve each message before it reaches the account.
Can it tell when an account is stalling?
It surfaces activation signals from your CRM and flags stalls; you decide how to intervene.
Is my data safe?
Sauna reads only what you connect, and acts only after you approve. Your workspace and its memory are yours, not training data.
Keep exploring
More ways teams use Sauna
Put Sauna to work for customer onboarding managers.
Get started for free
