Sendly: Building Onboarding Workflows

Builds, reviews, and troubleshoots Sendly workflow automations such as welcome, drip, and onboarding email series; new workflows are created disabled. Use when the user asks to 'build a welcome series for new signups', 'create a drip campaign', 'set up an onboarding email sequence', 'what does this workflow do', 'why isn't my onboarding workflow running', 'change the delay before the second email', or wants to automate lifecycle emails.

Sendly onboarding workflow

Turn a plain-language brief into a multi-step workflow, and explain or fix existing ones. A live workflow sends real email to every contact who triggers it, so turning one on needs the user's explicit yes.

Connecting and calling the tools

Every tool in this skill comes from the sendly MCP server, the Sendly connector, and is written here as sendly:<tool>.

• Tools listed by name: call them directly, for example sendly:list_contacts.
• Only sendly:search_tools and sendly:execute_typescript listed (Code Mode, the default): call sendly:search_tools first, then call each tool inside sendly:execute_typescript as external_<tool> (for example external_list_contacts); the program must return its result. Scopes, confirmations and gates are identical on both surfaces.
• "Tool not found": switch to the Code Mode route instead of retrying the direct call. If sendly:search_tools does not return the tool either, its OAuth scope was not granted; the user reconnects Sendly and approves that scope.
• No sendly tools at all: Sendly is not connected yet. Install the Sendly power, which adds the server; it signs in with OAuth on first use.

Tools you will use

• sendly:list_workflows, sendly:get_workflow: existing workflows and their full definition (trigger and steps).
• sendly:get_workflow_status: whether a workflow is enabled, its step count, and its execution count.
• sendly:list_workflow_executions: individual runs, to see where contacts stopped.
• sendly:list_events: recent events, to check the trigger event actually arrives.
• sendly:list_templates: templates the email steps can use.
• sendly:create_workflow: create a workflow from a structured spec. Created with enabled: false by default.
• sendly:clone_workflow: copy an existing workflow as a starting point.
• sendly:edit_workflow: change a workflow's step graph.
• sendly:update_workflow: change a workflow's settings. Step changes go through sendly:edit_workflow.
• sendly:manage_workflow: change a workflow's state. Read its description for the actions it accepts.

Workflow

1. For a new workflow, restate the brief as a trigger and a numbered list of steps (for example: on member.signup send Welcome, wait 3 days, send Nudge). Confirm it with the user.
2. Call sendly:list_templates and map each email step to a template. Point out steps that have no template yet.
3. Call sendly:create_workflow (or sendly:clone_workflow from a similar one). Leave it disabled. Report its id and steps.
4. For an existing workflow, call sendly:get_workflow_status and sendly:get_workflow, and describe the trigger and each step in plain words.
5. If it is not sending: check it is enabled, call sendly:list_events to see whether the trigger event is arriving, and call sendly:list_workflow_executions to see where runs stop. Report the first cause you find.
6. To change steps, show the before and after, get an explicit yes, then call sendly:edit_workflow.
7. To turn a workflow on, say that it will start sending real email to every contact who triggers it from now on, get an explicit yes, then make the change.

Rules

• Never enable a workflow, or change one that is already enabled, without an explicit yes in this turn.
• Workflows refuse a from address that is not on a verified domain. If that happens, offer the checking-email-deliverability skill.
• sendly:edit_workflow, sendly:manage_workflow, and sendly:delete_workflow are annotated destructive, and sendly:update_workflow can change what a live workflow sends. Call each only after an explicit yes naming the workflow.
• Confirm the workflow by name before sendly:delete_workflow.