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Member Onboarding Automation

Automated welcome sequence for new community members with resource delivery and initial engagement

Complexity: Moderate | Duration: 5-15m (setup), automated delivery | Category: Community/General

Tags: onboarding automation member-engagement welcome-sequence

Workflow Diagram​

Steps​

Step 1: Member registration​

Agent: community

manager-agent - Capture member profile information

Step 2: Segmentation​

Agent: analytics

agent - Categorize member by interest/experience level

Step 3: Welcome message​

Agent: copywriter

agent - Send personalized welcome email/message

Step 4: Resource delivery​

Agent: onboarding

specialist-agent - Provide relevant guides, links, resources

Step 5: Buddy assignment​

Agent: community

manager-agent - Match with mentor or buddy member

Step 6: First task​

Agent: onboarding

specialist-agent - Suggest low-friction first action

Step 7: Check​

Agent: in scheduling

orchestrator - Schedule 7-day, 30-day check-in messages

Step 8: Engagement tracking​

Agent: analytics

agent - Monitor onboarding completion and early activity

Usage​

To execute this workflow:

/workflow community/general/member-onboarding-automation.workflow

See other workflows in this category for related automation patterns.