A six-tool customer onboarding
New-customer onboarding ran across Notion, Pipedrive, Google Docs, Slack, PandaDoc, and Fellow, so customer signal lived in six places and meeting context stayed in one person’s head.
We built an AI pipeline that consolidates every new-customer signal into the Notion brain: call notes from Fellow, contracts from PandaDoc, CRM activity from Pipedrive. The onboarding team starts each engagement with the full picture and sets the customer up for success instead of stitching it together themselves.