iiRecord
Agentic AI Atlas · Account Plan Review
workflow:account-plan-reviewa5c.ai
II.
Workflow JSON

workflow:account-plan-review

Structured · live

Account Plan Review json

Inspect the normalized record payload exactly as the atlas UI reads it.

File · workflows/workflows/workflows-customer-relations.yamlCluster · workflows
Record JSON
{
  "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": []
}