# Customer Onboarding Check-Ins at the Right Step Source: https://maito.app/workflows/run-onboarding-check-ins Maito watches usage for each new customer, spots who's stuck at which step and drafts the right nudge in your Gmail for you to send. New customers get the right nudge at the right step of onboarding. [Customer success](https://maito.app/workflows/team/customer-success) · [Software](https://maito.app/workflows/industry/software) · On a schedule · Updated October 19, 2026 Works with - Slack - Email - [Amplitude](https://maito.app/workflows/tool/amplitude) - [Mixpanel](https://maito.app/workflows/tool/mixpanel) - [PostHog](https://maito.app/workflows/tool/posthog) - Gmail - Microsoft 365 - Superhuman Mail - [HubSpot](https://maito.app/workflows/tool/hubspot) - [Salesforce](https://maito.app/workflows/tool/salesforce) - [Attio](https://maito.app/workflows/tool/attio) - [Pipedrive](https://maito.app/workflows/tool/pipedrive) ## How do you run onboarding check-ins? To run onboarding check-ins, set Maito to run a daily Loop. It checks each new customer's usage against your onboarding steps, finds who is stuck and why, and drafts the right nudge as an email. You get drafts in your inbox and a short summary in Slack. ## How it's done today CSMs track onboarding in a spreadsheet. ## What Maito does 1. Check each new customer's setup progress 2. Spot who's stuck 3. Draft a helpful nudge ## Example Loop run: Daily 9:00 AM · Onboarding check **Maito** (9:00 AM): 3 customers haven't connected their data after 5 days. Drafts are in your Gmail. • **Soylent Labs** (signed Oct 12): the admin, Dev, invited 6 teammates and none accepted. • **Stark Logistics** (Oct 13): 2 logins, no data connected. • **Pied Piper** (Oct 13): connected a source on day 1, but it has failed every night since. **Catch:** for Soylent Labs, the problem isn't motivation. Nobody accepted the invites, which usually means their email filter blocks ours. So the draft asks Dev to allow our domain and doesn't just remind them to set up. From Amplitude and HubSpot. **Jo** (9:12 AM): shorten Soylent's and offer a 20-minute call Thursday. I'll send. **Maito** (9:13 AM): Updated in Gmail: 4 sentences, plus a call offer on Thursday at 11 AM or 3 PM. Still a draft. ## How to set it up On a schedule Run onboarding check-ins Ask your agent “Every morning at 9, check how each new customer is doing with setup in Amplitude. If someone hasn't connected their data after 5 days, draft a helpful email in Gmail and tell me in #onboarding.” Connect analytics - Amplitude - Mixpanel - PostHog Connect email - Gmail - Microsoft 365 - Superhuman Mail Connect CRM - HubSpot - Salesforce - Attio - Pipedrive Not connected yet? Your agent sends you a link to sign in. ## What it won't do It spots stuck customers from usage data. It can't tell why someone stopped, so its drafts ask rather than assume. ## Questions ### How does it know where a customer is stuck? It reads usage in Amplitude, Mixpanel or PostHog and customer records in your CRM against the steps you describe. ### Does it send emails on its own? No. Drafts land in Gmail, Microsoft 365 or Superhuman Mail for you to review and send. ### What if the problem isn't motivation? It looks for a cause, such as invites blocked by a spam filter, and writes the email to fix that. ## More customer success workflows - [Flag accounts at risk of leaving Get a weekly list of customers showing signs of churn, with the reason for each. Customer success · On a schedule Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/flag-accounts-at-risk-of-leaving) - [Prep a quarterly business review Get the QBR deck drafted from usage, tickets and goals. Customer success · When you ask Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/prep-a-quarterly-business-review) - [Write a one-page account plan Goals, blockers, next steps and renewal date on one page. Customer success · When you ask Works with HubSpot, Salesforce, Granola, Fireflies.](https://maito.app/workflows/write-a-one-page-account-plan) - [Weekly update to the customer's executive Send a short progress note to the customer's sponsor without writing it from scratch. Customer success · On a schedule Works with HubSpot, Salesforce, Intercom, Pylon, Gmail, Microsoft 365.](https://maito.app/workflows/weekly-update-to-the-customers-executive) - [Catch the meaning of a customer email Know when a customer is unhappy even when the email is polite. Customer success · When something happens Works with Gmail, Microsoft 365.](https://maito.app/workflows/catch-the-meaning-of-a-customer-email) - [Find expansion opportunities Spot accounts that are outgrowing their plan. Customer success · On a schedule Works with Amplitude, Mixpanel, Stripe, PayPal, HubSpot, Salesforce.](https://maito.app/workflows/find-expansion-opportunities) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Frun-onboarding-check-ins)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)