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Onboarding automation

Customer onboarding, on autopilot.

Driftly turns your product's first 30 days into a guided path — checklists, emails and in-app nudges that adapt to what each customer actually does.

14-day trial · No card required · Cancel any time

4,200+
onboarding teams
–38%
support tickets, avg.
12 min
to first workflow

Trusted by onboarding teams at

  • Northwind Robotics
  • Fernbank Labs
  • Alderleaf Health
  • Kestrel Freight
  • Bramwell & Co.
  • Loamstone

Product

Everything an onboarding team actually needs, nothing they have to maintain.

Flagship feature

Adaptive checklists

Each customer sees a different checklist depending on their plan, role, and what they've already done — not a static list everyone gets.

Free plan

72%

6 of 8 steps complete

Team plan

41%

5 of 12 steps complete

Behavioral triggers

Fire an email, an in-app nudge, or a Slack alert to your CS team the moment a product event happens.

Activation dashboard

Watch time-to-first-value and step completion rates update in real time, per cohort.

Multi-language sequences

Write once, localize automatically into the 14 languages your onboarding emails already need.

SOC 2 Type II & EU hosting

Data residency in the EU or US, audited annually, with per-workflow export controls.

Works with your stack:

  • Slack
  • HubSpot
  • Salesforce
  • Segment
  • Zapier
  • Intercom

How it works

Three steps, in order — no onboarding project for your onboarding tool.

  1. 01

    Fires on signup

    Map the journey

    Drag onboarding steps onto a timeline — welcome email, data connection, first invite, first result.

  2. 02

    Fires on first import

    Connect the trigger

    Pick the product event that should fire each step: a signup, an import, a teammate added.

  3. 03

    Fires on first result

    Launch and watch it climb

    Your activation dashboard goes live within minutes — no engineering ticket required.

Customer story

“We cut time-to-first-value from nine days to under two — without hiring another CS rep.”

Priya Nandakumar Head of Customer Success Kestrel Freight

Pricing

Priced by active users, not seats.

Only pay for customers currently going through a live workflow. 14-day trial on every plan.

Showing monthly prices.

Starter

For a first onboarding flow

$29 /mo, billed monthly

  • Up to 500 active users
  • 3 live workflows
  • Email support
  • 7-day activation history
Start free trial — Starter plan
Most teams choose this

Growth

What most teams pick

$79 /mo, billed monthly

  • Up to 5,000 active users
  • Unlimited workflows
  • Slack + webhook alerts
  • 90-day activation history
  • Priority support
Start free trial — Growth plan

Scale

For multi-team rollouts

$199 /mo, billed monthly

  • Unlimited active users
  • SSO & role-based access
  • Dedicated CSM
  • Custom data residency
  • 99.9% uptime SLA
Start free trial — Scale plan

FAQ

Questions onboarding leads actually ask.

Do I need to write code to build a workflow?

No. Workflows are built by dragging steps onto a timeline and picking a trigger from a dropdown of your product's existing events. Custom triggers can be sent via a simple REST call if you do want code-level control.

What counts as an “active user” for billing?

Anyone who is enrolled in at least one live onboarding workflow during a billing month. Users who finish onboarding and are archived stop counting immediately.

Can I import our existing onboarding emails?

Yes — paste in your current HTML or plain-text emails, or forward them to import@driftly.example and we'll convert them into editable steps for you.

Does Driftly work with our product analytics tool?

Driftly listens to the same event stream you already send to Segment, so anything instrumented there is available as a trigger with no extra setup.

Is there a free trial, and what happens after it ends?

Every plan includes a 14-day trial with no card required. When it ends, workflows pause (they aren't deleted) until you add a payment method.

How is customer data handled?

Data is encrypted in transit and at rest, hosted in the EU or US depending on your account setting, and never used to train third-party models.

Give new customers a first week worth staying for.

14-day trial, no card required. Your first workflow can be live before your coffee's cold.

Start free trial

Or watch the 2-minute demo first.