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Using MCP to Build Templates & Migrate Data
Most onboarding teams are watching for the same three signals on every account: is implementation on track, is the client frustrated, and is there an expansion opportunity in the room. In this live session, Sam Chlebowski walks through the AI agents that handle that watching automatically, and gives you a full playbook for setting them up.
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In this session, you'll learn:
→ How to migrate in-flight projects and templates from another tool without starting from a blank project
→ How to build a reusable project template, live, from existing documentation or from scratch
→ How to use real performance data to spot where a workflow is slowing down
Meet your experts
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Sam Chlebowski
Co-founder
Take command of every customer onboarding.
One platform to run, monitor, and manage every customer onboarding, with full visibility into every account.
Ready to stop wondering where things stand?