Onboarding at Tines: best practices for build sessions

Tines provides a structured onboarding experience to assist customers in building their first automated workflows, emphasizing the importance of dedicated build sessions with a Customer Success Engineer (CSE) and Customer Success Manager (CSM). These sessions are designed to familiarize users with Tines, teach best practices, troubleshoot issues, and quickly get workflows ready for production. The process involves sharing screens with expert guidance, implementing trigger logic, data manipulation, error handling, and more. To maximize the effectiveness of these sessions, customers are encouraged to prepare by identifying responsible builders, framing their use case, familiarizing themselves with the user interface, setting up credentials, and noting down questions. Post-session, clients are advised to clarify next steps, continue building workflows, and reach out for further assistance if needed, ensuring a supportive and productive onboarding journey.