II.
Workflow JSON
Structured · liveworkflow:account-plan-review
Account Plan Review json
Inspect the normalized record payload exactly as the atlas UI reads it.
{
"id": "workflow:account-plan-review",
"_kind": "Workflow",
"_file": "workflows/workflows/workflows-customer-relations.yaml",
"_cluster": "workflows",
"attributes": {
"displayName": "Account Plan Review",
"workflowKind": "governance",
"triggerType": "scheduled",
"typicalCadence": "quarterly",
"complexity": "cross-team",
"description": "Reviews strategic account plans — evaluating account health scores,\nvalidating stakeholder relationship maps, assessing expansion\nopportunity pipelines, reviewing executive sponsor engagement cadence,\nanalyzing product adoption depth against account potential, and\nidentifying cross-sell motions based on usage patterns. Produces\nupdated account scorecards and strategic action plans. Excludes\nday-to-day account management and support ticket resolution.\n"
},
"outgoingEdges": [
{
"from": "workflow:account-plan-review",
"to": "role:planner",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:account-plan-review",
"to": "role:engineering-manager",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:account-plan-review",
"to": "role:data-scientist",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:account-plan-review",
"to": "domain:customer-relations",
"kind": "applies_to_domain",
"attributes": {}
},
{
"from": "workflow:account-plan-review",
"to": "domain:sales",
"kind": "applies_to_domain",
"attributes": {}
},
{
"from": "workflow:account-plan-review",
"to": "responsibility:capacity-planning",
"kind": "triggers_responsibility",
"attributes": {}
},
{
"from": "workflow:account-plan-review",
"to": "responsibility:review-architecture-changes",
"kind": "triggers_responsibility",
"attributes": {}
},
{
"from": "workflow:account-plan-review",
"to": "org-unit:sales-team",
"kind": "performed_by_org_unit",
"attributes": {}
},
{
"from": "workflow:account-plan-review",
"to": "org-unit:customer-success",
"kind": "performed_by_org_unit",
"attributes": {}
}
],
"incomingEdges": []
}