Public sample output
Client onboarding, documented end to end.
A transparent example of the structured output behind the toolkit. This is a design specification, not a deployed integration.
Agency client onboarding
Create a consistent onboarding process for every newly won client.
Trigger
CRM marks a deal as won.
Workflow steps
- Validate client details
action · crm
Failure handling: stop_and_alert - Check for existing client
decision · Human / generic
Branching or human review is required - Create project workspace
action · project_tool
Failure handling: retry_then_alert - Approve welcome email
approval · Human / generic
Branching or human review is required - Send approved welcome email
action · email
Failure handling: retry_then_alert - Verify workspace and email status
verify · generic
Branching or human review is required
Safeguards
- Idempotency key: client_email_or_crm_id
- Maximum retries: 2
- Alert channel: agency operations
Test cases
Download source blueprint JSON →- Happy path: workspace created and approved email recorded
- Duplicate event: no duplicate workspace or email
- Bad input: stop and alert owner
- Provider failure: bounded retry then alert