AGENCY OPERATIONS
Review a complete onboarding intake.
Create a known-client onboarding review task only after a trusted completeness check.
13 native nodes12 connectionsLocal fixture checks passed
WORKFLOW PREVIEW
See how it works
Use + and − to zoom, F to fit. Press Enter on a node to inspect it.
WHAT YOU NEED
Connect the workflow to your workspace.
- Required intake schema and source-owned completeness check
- Existing client identity; no contact creation is permitted
- Private onboarding owner and approved due policy
Inspect the draft first
This preview uses the real authored nodes and settings. Its 14 local fixture cases passed with intercepted CRM and model effects. Live connections and private draft installation remain unverified. It cannot run from this public preview.
Source details
Source graph, settings and local fixture receipt match the pinned authoring version. This is a read-only preview with no installation or inventory credit.
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