使用Make场景自动化客户入驻流程
Automate customer onboarding with a Make scenario
代理机构用Make.com场景和Slack频道替换了原计划的AI代理，用于客户客户入驻，客户支付了费用.
做了什么
The team began by spending two hours mapping the client’s existing onboarding process instead of building the proposed AI agent. They found three people re-entering the same data across three separate tools, scrapped the agent plan, and replaced it with a Make.com scenario plus a Slack channel.
效果如何
They shipped the replacement in four days, the client still paid the original invoice, and the new setup saved 15 hours per week. The post does not give more detail on the build or any limitations.
值得注意
The key catch was to audit the workflow first: two hours of process mapping avoided building unnecessary AI.
试试这个 Prompt
Build a Make scenario that starts when a new client signs up through [form or CRM trigger] and runs our onboarding steps: create their folder in [Drive or tool], send the welcome email, add tasks to [project tool], and post a summary to Slack channel [channel]. Use fixed steps rather than an open-ended AI agent so it behaves predictably. Pause before sending the client email and show me the draft, and finish once a test signup runs cleanly through every step.