The AI agent for implementation specialists
Sauna reads the onboarding plan in your project board and the customer's intake form, drafts the configuration checklist, writes the status updates, and chases the inputs you're waiting on.
What it does
What Sauna does for implementation specialists
- 01
Build onboarding checklists
Sauna turns the project scope into a configuration checklist in ClickUp, one task per setup step with the owner and dependency noted.
- 02
Draft status updates
It reads the project board and drafts a weekly customer status email summarizing what's done, in progress, and blocked.
- 03
Chase customer inputs
When a step waits on customer data, Sauna drafts a friendly email naming exactly what's needed and why it's blocking go-live.
- 04
Prep go-live runbooks
It assembles a go-live runbook in Google Docs from the project steps so the cutover has a checked sequence.
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 onboarding plan in ClickUp and the customer intake form, build a configuration checklist, and draft a status email noting what's blocked on their side.”
Plugs into the tools you already run — and thousands more, or any MCP server.
Good to know
Questions, answered.
Will it email the customer without me?
No. Status updates and input requests are drafted and held; you approve before any message goes out.
Can it configure the product itself?
It builds and tracks the checklist and runbook; the actual configuration stays in your hands.
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.
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More ways teams use Sauna
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