Turn a CRM event into a durable onboarding run that researches the account, selects the right path, prepares the workspace, pauses for human review, and launches the customer with full observability.
This page describes a reference execution path built from documented AgentRuntime and connector capabilities. It is not a customer case study or a claim about measured performance.
A CRM system sends the new customer payload, account identifiers, and source metadata to start the run. The graph then carries the same run through every typed step, human checkpoint, and outcome below.
Create a durable run from a CRM webhook or API event and retain the source identifier for deduplication.
Collect account tier, contacts, and connected context across tools before selecting an onboarding path.
Apply explicit rules for account tier, product, and risk to select the guided or self-serve path.
Create records, tasks, and access in the workspace tool while retaining returned identifiers as workflow state.
Pause until the assigned owner approves the plan. High-impact launch actions remain behind an explicit human boundary.
Execute the launch sequence, monitor progress, and handle exceptions while the workflow remains the source of truth.
Create a durable run from a CRM webhook or API event and retain the source identifier for deduplication.
View integration details →Collect account tier, contacts, and connected context across tools before selecting an onboarding path.
View integration details →Apply explicit rules for account tier, product, and risk to select the guided or self-serve path.
Create records, tasks, and access in the workspace tool while retaining returned identifiers as workflow state.
View integration details →Pause until the assigned owner approves the plan. High-impact launch actions remain behind an explicit human boundary.
Execute the launch sequence, monitor progress, and handle exceptions while the workflow remains the source of truth.
View integration details →Publish the launch status and retain the trigger, decisions, tool calls, approvals, and completion summary on one timeline.
The starter graph makes human responsibility and error recovery visible instead of hiding them in a long prompt or chat thread.
A named owner reviews the onboarding plan before workspace and launch actions proceed.
Enterprise or regulated accounts can require additional approval before access is granted or launch messages are sent.
The owner confirms the customer is ready before the run publishes its closing summary.
Move the run into a visible wait state, identify the missing context, and route it to an operator instead of guessing.
Retain the failed step and response, apply the configured retry policy, then surface the run for intervention.
Keep the run waiting with an explicit owner and deadline, then follow the configured escalation path.
The blueprint links to the integrations used in this path. Confirm workspace access, scopes, and environment configuration before the workflow acts.
CRM trigger surface and account research context for tier, contacts, and company metadata.
→RequiredNotionWorkspace preparation for onboarding records, tasks, and implementation drafts.
→RequiredSlackLaunch coordination surface for welcome sequences and customer-facing notifications.
→Bring the trigger, integration boundaries, authority rules, and actions your team is willing to automate. We will map the production path and its controls.
