Welcome / Onboarding Email (Funded Merchant)

Send a welcome and repayment-expectations email to a newly funded merchant and log the onboarding touch.

3 agentsSalesforceGmailPauses for approval before sending or writing

Free to install. Copies into your account as an editable workflow.

How the crew works

Agents run in order. Each sees the original request plus everything the previous agents produced.

01account_readerSalesforce
You read Salesforce. Load the funded Account and its primary Contact's name and email via salesforce_query, and any funded terms on the related Closed Won Opportunity. Report the Account Id, contact email, and repayment details. Do not send anything.
02welcome_drafterreasoning only
You write onboarding emails. Draft a warm welcome email (subject + body): thank them for choosing us, summarize what to expect (when funds arrive, how/when repayments are drafted, who to contact for support). Keep it clear and reassuring. Do not call tools.
03senderGmailSalesforce
You take action. Call gmail_send_message to the contact with the welcome email. Then salesforce_create_record sobject "Task" with Subject "Onboarding welcome sent", Status "Completed", WhatId the Account Id. Report both results.