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Onboarding Progress Tracker
Monitor new customer onboarding and flag delays
Created by Priya Sharma
Total Runs
19
Last Run
2d ago
Actions
3
Workflow Visualization
WHEN
Onboarding milestone overdue
Event detected
IF#1
Customer tenure < 90 days
Condition check
THEN#1
Notify customer success
Execute action
THEN#2
Generate progress report
Execute action
THEN#3
Schedule check-in
Execute action
Run History
Overdue Invoice Escalation triggered
Invoice INV-2847 ($18,500) escalated to finance team
System·Yesterday
Customer Health Monitor triggered
Evergreen Energy health drop detected — insight created
System·2d ago
Weekly Executive Summary delivered
Report emailed to leadership team and posted to Slack
System·2d ago