Automatically onboard new students the moment they enroll

When a deal closes in your CRM, this sets up the new student's records, community access, and support profile automatically.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues.

Pattern: Parallel Split (2) ยท Synchronisation (3)

flowchart TD trig>"deal marked closed won"]:::trig s0["pull contact and program details"]:::svc s1["sort into onboarding path"]:::task s2["notify team on slack"]:::svc trig --> s0 s0 --> s1 gx{"+ which systems to update"}:::gate s1 --> gx p00["add record to airtable"]:::task gx -->|"crm record"| p00 p10["invite to community platform"]:::task gx -->|"community access"| p10 p20["create support profile"]:::task gx -->|"support setup"| p20 jn{"+ all systems updated"}:::gate p00 --> jn p10 --> jn p20 --> jn jn --> s2 out[/"student onboarded across systems"/]:::out pay{{"instant access no manual setup"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceEvery pathWaits for allResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales PipelineMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook IntegrationHR & RecruitingEducation & Training
Connects
Close CRMAirtableMighty NetworksIntercomSlack

The problem it solves

Every new enrollment means updating your CRM, creating records in Airtable, sending a community invite, setting up a support profile, and pinging your team, all by hand. When you're busy, steps get missed and new students wait hours or days to get access.

Who it fits

Course creators, coaching programs, and online academies that sell through Close CRM.

How it works

  1. Triggers automatically when a deal is marked Closed/Won in Close CRM
  2. Pulls the student's full contact and program details from the CRM
  3. Sorts the student into the right onboarding path based on what they purchased
  4. Adds their record to Airtable and invites them to your community platform
  5. Creates a support profile and notifies your team on Slack
What you get

Student accounts ready the moment they enroll

The moment a deal closes, your new student's records, community access, and support profile get created automatically, so they start with everything ready.

What you get

A fully onboarded student record across your CRM, Airtable, community platform, and support tool, plus a Slack confirmation for your team.

What you need

Close CRM, Airtable, Mighty Networks, Intercom, and Slack accounts.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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