Playbook // Customers
Customer onboarding
- Kickoff
- Documents
- Approval
- Live
The same onboarding, done right for every customer. Each customer as a record with its files and comments, moving through kickoff, document collection and approval, with the account manager's tasks generated by the process.
Native foundationAgent-customizableElevated administration- Setup in Maxint Work
- About an hour, once
- The business process runs
- Per customer, days to weeks
How it comes together
Each step is a guide with the exact steps in the product.
- How to create and manage structured records
You'll have a card type with its own properties and relations, a space that holds its cards, linked cards, and views to compare and filter them.
About 25 min
- How to create custom business processes
You'll have a process on a card type with its own states, triggered transitions, action items and an approval, running on a card.
About 30 min
- How to configure workflows using natural language
You'll have card types, fields, relations or a process set up by Maxima from your plain-language description, checked in Activity.
About 20 min
Where AI Workers take part
- With an elevated role, the agent creates the Customer type and the onboarding process.
- It creates each customer's record, starts onboarding and closes tasks as they're done.
- It books the kickoff and writes the onboarding checklist.
Customize this playbook with Maxima
This playbook is a starting point, not a fixed template. Change the stages, add your own records and approvals, or build something different on top.
Make it yours
“Configure customer onboarding: a Customer record with account manager, plan and go-live date, and an onboarding process (Kickoff, Documents, Approval, Live) that gives the account manager tasks and asks the account lead to approve before go-live. Then start it for Northwind Studio.”
Copy the instruction, change the names and dates, and send it to Maxima in your workspace. Nothing is set up until you do. Maxima works within the role you've given it: some of this already exists, some needs an elevated role, and connections or custom development are called out in its plan.