Onboarding

Guide new customers through setup via Slack

When a new customer joins a shared Slack channel, Macha walks them through onboarding — pulling setup guides from Notion, sharing relevant Google Docs, and answering questions along the way.

Provides a personal onboarding experience at scale through conversational guidance.

Intégrations utilisées

Slack

Notion

Google Workspace

Comment ça marche

Trigger

App Mention

New customer asks for setup help

Client

@macha we just signed up and need help getting started. Where do we begin?

Macha

Find setup guide

Found "New Customer Onboarding Checklist" in Notion

Macha

Find setup docs

Found "Quick Start Guide" in Google Docs

Macha

Welcome! Here's your getting-started checklist:

1. ✅ Account created (done!)

2. Connect your first integration (start with Zendesk or Slack)

3. Set up your knowledge base — import Help Center or Notion docs

4. Configure your first AI agent — I'll walk you through it

5. Test with a sample ticket

I've shared the Quick Start Guide in this channel. Want to start with step 2?

Triggers et actions

Trigger

App Mention

Slack

Fires when someone @mentions the Macha bot in any channel.

Action

Search Pages

Notion

Search across all Notion pages by title or content keyword.

Action

Get Page

Notion

Retrieve the full content of a Notion page including nested blocks.

Action

Search Docs

Google Workspace

Action

Reply in Thread

Slack

Post a threaded reply to a specific message in any channel.

Cas d'usage liés

Add follow-up note after ticket resolution

After a ticket is resolved, Macha automatically adds a personalized follow-up public reply on the ticket — checking in with the customer and asking for feedback.