Automate onboarding workflows for onboarding managers
Use PixieBrix to customize and automate any tool you already use, right in your browser.
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"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate in the browser
Pull customer account details, contract terms, and sales handoff notes into onboarding project plans via a browser sidebar without switching tabs
Create onboarding tasks and milestones from CRM deal records with pre-filled customer context and timeline details in one click
Surface CRM health scores, support tickets, and engagement data in an overlay while working in the onboarding project tracker
Auto-populate onboarding status reports by pulling completion metrics from the project tracker and CRM without manual export
AI Copilot in the sidebar can summarize meeting notes, draft follow-up emails, or generate onboarding checklists from the current page
Build reusable onboarding workflows your team can share without coding or waiting for ops to customize the project management tool
Integrate with 3000+ apps
Frustrations that cost your team hours every week
  • Toggling between the CRM, project tracker, and communication tools to check account status, task completion, and next steps for each onboarding engagement
  • Manually copying customer account details from the CRM into onboarding checklists, project plans, and welcome emails every time a new deal closes
  • No quick way to create onboarding tasks or milestones from a CRM deal record without switching to the project tracker and re-entering account details
  • Building onboarding status reports requires pulling completion data from the project tracker, CRM health scores, and support tickets across separate tabs
  • No way to surface a customer's contract details, use-case notes, or sales handoff information while working in the onboarding project plan
  • Manually updating CRM fields with onboarding milestones and completion dates after each step finishes in the project tracker
  • Copying meeting notes, action items, and follow-up tasks from video call summaries or docs into the project tracker and CRM requires repetitive entry

Chat with AI to create your first custom workflow

Extract the account details and use-case notes from this CRM record and create an onboarding project plan
Look up this customer in my CRM and display their contract details, health score, and sales notes in the sidebar
Pull the task completion metrics from my project tracker and draft a weekly onboarding status update
Based on the account details and onboarding plan on this page, draft a kickoff email for the customer
Update the CRM record for this customer with the onboarding milestone and completion date from this project page
Summarize the action items from this meeting notes page and create follow-up tasks in my project tracker

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Frequently Asked Questions

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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