Post-Sale Onboarding Email Sequence — Closed Won Trigger

Trigger: Deal status changes to Closed Won in CRM.

What this automates: Manual onboarding sequence enrollment and first-touch writing for new customers.

  1. Closed Won trigger detected
  2. Customer profile and product details retrieved
  3. Claude generates onboarding email sequence (3-5 touches)
  4. Sequence enrolled in outreach tool for timed send