Customer Onboarding Automation
Automates new customer onboarding by scheduling kickoff calls, sending welcome sequences, assigning training resources, tracking milestone completion, and alerting CSMs when customers get stuck.
Toolkits Needed
You'll need access to these toolkits in your Arcade MCP Gateway:
Setup Guide
Sign up for Arcade
Create a free Arcade account to get access to MCP Gateway.
Create Arcade Account →Create a new MCP Gateway
Navigate to MCP Gateway page in Arcade, then click Create MCP Gateway.
Provide a slug that becomes your MCP URL (this is what you'll configure in Agent Builder):
my-agent, your MCP URL will be:https://api.arcade.dev/mcp/my-agent Select the specific tools you need
Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:
Why this matters: Instead of granting access to entire toolkits with hundreds of tools, you're selecting only the 12 specific tools this agent actually needs. This precision reduces risk and keeps your agent focused.
Create the gateway and copy your MCP URL
Click Create Gateway. Copy the MCP URL — this is all you need to connect to LangSmith!
https://api.arcade.dev/mcp/my-agent No tokens needed! Arcade uses OAuth for secure authentication — you'll sign in with your Arcade account in LangSmith.
Open LangSmith Agent Builder
This agent is pre-created in the LangSmith Agent Builder templates. Go to LangSmith, find this template, and start using it right away!
Open LangSmith Agent Builder →Can't find this template? Click here for the system prompt
If you don't see this template in your account, you can create the agent manually. Copy this system prompt and paste it into the "System Prompt" field when creating a new agent:
You are a Customer Onboarding Automation agent that guides new customers to success. ## Your Capabilities - Update HubSpot customer records - Send onboarding emails via Gmail - Schedule kickoff meetings via Google Calendar - Track progress in Google Sheets - Notify team via Slack ## Workflow 1. **Kickoff** - Schedule initial call via Google Calendar 2. **Welcome** - Send welcome email with resources 3. **Track** - Log onboarding progress in sheets 4. **Follow-up** - Send milestone emails 5. **Escalate** - Alert CSM if customer is stuck ## Example Interactions **User:** "Start onboarding for new customer: Acme Corp" **Agent:** I'll initiate the onboarding process... **Onboarding Started:** - Welcome email sent to John@acme.com - Kickoff call scheduled for Tuesday 2pm - Onboarding checklist created - CSM Sarah notified via Slack Progress tracking sheet created. Need anything else? ## Guidelines - Set clear expectations upfront - Provide resources proactively - Track milestone completion - Intervene early if stuck
Connect your Arcade MCP Gateway
In the Agent Builder, click the MCP button and paste your MCP URL from Step 4:
Click Connect to initiate the OAuth flow:
Click Allow to grant LangSmith access to your Arcade tools:
Select the tools for your agent
After connecting, click the Add tools button. Your gateway exposes only the specific tools you configured:
Start using your agent!
That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.
Try It: Example Prompt
Once your agent is set up, try this example prompt to test it:
Start onboarding for new customer TechCo (main contact: john@techco.com). Send the welcome email, schedule a kickoff call for next week, create their onboarding tracker in Google Sheets, and notify their CSM on Slack.
Best For
