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Prompts

Customer Onboarding Migration Agent

B2B SaaS implementation and onboarding teams migrating customer data at signup

OperationsIntermediate8.54-6 weeks to MVP

Problem

Every new customer arrives with data in a different shape, and onboarding stalls for weeks while someone hand-maps their columns into your schema. It is the least differentiated work in the company and it gates revenue recognition.

Solution

An agent that profiles the customer's files, proposes a column mapping with a reason for each guess, validates the transformed rows against your real constraints, and hands back a short list of genuine decisions instead of a spreadsheet to retype.

Tech stack

Next.jsClaudePostgreSQLZod for schema validationDuckDB for file profiling

Required integrations

Key features

OperationsExtractionStructured outputOnboarding

With Pro you also get

  • The full build prompt, ready to copy (563 words)
  • 6 build steps, in order
  • 3 variables to fill in, documented
  • The revenue model
  • Monetization notes

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Guides for this build

Read these alongside the spec.