AI Power Workflows for Customer Onboarding

Event Overview:

Every week, LaunchBay's resident AI expert Sam Chlebowski digs into new ways to put AI to work for customer onboarding and implementation, and talks with real businesses doing the same. This week, he's recapping the best of what he's found over the past few weeks: the workflows worth your time right now, not the ones everyone was already writing about six months ago.

→ Using the MCP Connector to bridge onboarding and implementation with the other tools your team already runs, passing information like files, forms, and data back and forth between your CRM, project management tool, and more, all in one connected chat or automated workflow

→ Two ways to make Claude remember your business:

• Claude Projects with markdown files that capture your language, processes, and real workflows, so every conversation starts with the right context
• Claude Skills for the specific cross-tool actions you repeat across projects, so Claude already knows what to do and where things go

→ How LaunchAI Agents and LaunchAI Chat work together, agents catching things in the background (like a decision that came out of a meeting or comment thread you weren't part of), Chat as where you review and act

Have specific questions about using AI in your own onboarding and implementation process? Bring them. Sam answers everything live, in real time, no script.