Build a customer onboarding plan

A teammate supplies the customer's intake form. Fleet drafts the plan, routes feedback back to the draft, waits for the account owner, and tells the onboarding team when the plan is ready.

Ask in your own words

Build a “New customer onboarding” workflow for acme/customer-success. A teammate will paste a completed intake form when starting a run. Draft a 30-day plan using onboarding-template.md. Have Customer Success review it, allow one revision, then ask the account owner to approve it. Publish the approved plan and notify onboarding@example.com. Show me the proposed workflow before saving it.

Proposed graph

Customer intake form
        ↓
Draft 30-day plan ←───────┐
        ↓                 │
Customer Success review   │  revise once
        └── Needs changes ┘
        ↓ Ready
Account owner approval
   ├── Reject → Finish
   └── Approve → Publish → Notify onboarding team

Check that the assistant keeps the intake form as the run input, uses the template as a source, limits the revision loop to one pass, and sends only an approved plan to publication.

Change it later

Add Security review after Customer Success for enterprise customers. Keep the manual start, template, one-revision limit, account-owner approval, and notification address. Show me the change before saving it.

Test it

Use a complete intake form and confirm the plan follows the template.
Request changes and confirm the draft returns for one revision.
Reject the plan and confirm it is neither published nor announced as ready.