Get the Play

Automate New Customer Data Sharing & Key Onboarding Processes

Use this play to automate steps in your internal handoff to help you scale your onboarding experience. (If you’re unfamiliar with internal handoffs or haven’t created one yet, run this play first.) You can also use this play to automate your handoff between onboarding and customer success.

Want to see more?

If you want to learn more about how TaskRay can help you get every customer off to a good start, sign up for our next overview webinar.