Direct Sales Operations

Rep Onboarding Drip Operator

Catches every new recruit signup, sends a personalized welcome with setup links, and walks each rep through an 8-email training sequence covering platform basics, tools, expectations, and first-week goals. Tracks current step per recruit in an agent database, advances one email per day, retries on bounces, and notifies the manager in Slack the moment a rep finishes the program.

0 runs · 0 clones

Agent snapshot

Built for direct sales work, not a generic template.

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runs observed

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community clones

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integrations used

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labels matched

Direct Sales Operations

Sample input

Build an agent to rep Onboarding Drip Operator. Use Google Sheets, Slack, and HubSpot. Focus on operations. Return a ready-to-review result after each run.

Sample output

Watches your signup form for new recruits and runs an 8-email training drip on a daily cadence, tracking each person's step and pinging the manager on completion.

What this agent automates

This run includes 8 concrete steps from the published agent data.

Signal 1 · 1

Every hour, pull new responses from the configured signup form

Signal 2 · 2

For each new recruit, create a row in the agent database with name, email, signup time, and step=0

Signal 3 · 3

Send the welcome email (step 0) immediately with platform setup links and a calendar booking link

Signal 4 · 4

Once per day at the configured send hour, advance every active recruit by one step and send the next email in the drip

Signal 5 · 5

Personalize each email with the recruit's first name, brand voice, and program name

Signal 6 · 6

When a recruit hits the final step, send a celebration email and post a completion note to the manager channel

Integrations used

Rep Onboarding Drip Operator connects Google Sheets, Slack, and HubSpot.

Google Sheets

Connected in this agent

Slack

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HubSpot

Connected in this agent

Clone Rep Onboarding Drip Operator

Start from the exact agent behind this page, then adapt the prompt, apps, and review steps to your direct sales workflow.

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Plans start at €20/mo

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