Agent template · Onboarding
Every new signup gets a personal email from you
The founder email is the one that gets replies, but nobody has time to research every signup. This agent does the looking up and the first draft, so each new user hears from you within minutes, in your words.
How it works
- 1
Your app tells Dinabite someone signed up, with one line of code or an API call. A Dinabite form or any new contact works too.
- 2
The agent looks them up, works out who they are and what they're likely to need, and writes a short email from you with one clear next step.
- 3
You approve it in Needs you, or let it send on its own once you trust it.
- When it runs
- When someone signs up
- Works with
- Your app (API), Email, Contacts and deals
- You fill in
- Where do signups come from?, Sign off as, The one next step to offer, When to send it, Anything else it should know
Why it helps
- Replies within minutes, not days, while they're still paying attention
- Personal details come from what you already know, never made up
- Skips test accounts, spam and people who opted out
Hi Priya, Saw you signed up from Northwind Studio. Congrats on the new Leeds office. Most agencies your size start by connecting their clients' Instagram accounts, so that's where I'd begin. If it'd help, I'm happy to do a 15-minute call to get you set up. Will, founder
What the agent is told
No black box: these are the instructions it starts with, and you can change any of them. Anything it writes for someone else waits for your approval until you say otherwise.
More onboarding templates
Onboarding · When your app sends an event
Upgrade → personal thank-you
When a customer upgrades or pays, it drafts a short thank-you from you with one useful tip.
Works with Your app (API), Email, Contacts and deals
Onboarding · When your app sends an event
Trial ending → helpful nudge
When a trial is about to end, it drafts a helpful email based on how they've used the product.
Works with Your app (API), Email, Contacts and deals
Set up “New signup → personal founder email” in two minutes
Create a free account, fill in a few blanks, and it starts working.