iiRecord
Agentic AI Atlas · Customer Lifecycle Automation Setup
workflow:customer-lifecycle-automation-setupa5c.ai
II.
Workflow JSON

workflow:customer-lifecycle-automation-setup

Structured · live

Customer Lifecycle Automation Setup json

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

File · workflows/workflows/workflows-cx-setup.yamlCluster · workflows
Record JSON
{
  "id": "workflow:customer-lifecycle-automation-setup",
  "_kind": "Workflow",
  "_file": "workflows/workflows/workflows-cx-setup.yaml",
  "_cluster": "workflows",
  "attributes": {
    "displayName": "Customer Lifecycle Automation Setup",
    "workflowKind": "operational",
    "triggerType": "on-demand",
    "typicalCadence": "per-milestone",
    "complexity": "cross-team",
    "description": "Designs and implements automated customer lifecycle management across\nonboarding, adoption, renewal, and expansion stages -- defining lifecycle\nstage criteria with entry and exit conditions based on usage, engagement,\nand time-based triggers, building automated engagement sequences for each\nstage including email nurture tracks, in-app guidance, and CSM task\ncreation, configuring health score computation rules that combine product\nusage signals, support interaction patterns, and billing data into a\ncomposite customer health indicator, establishing automated risk alerts\nwhen health scores cross critical thresholds, creating expansion signal\ndetection for upsell and cross-sell opportunity routing, setting up renewal\nworkflow triggers with appropriate lead times by contract value, and\nbuilding lifecycle stage transition reporting. Produces lifecycle automation\narchitecture, health scoring specification, engagement sequence designs, and\ntrigger logic documentation. Excludes CRM platform selection.\n"
  },
  "outgoingEdges": [
    {
      "from": "workflow:customer-lifecycle-automation-setup",
      "to": "role:platform-engineer",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:customer-lifecycle-automation-setup",
      "to": "role:data-scientist",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:customer-lifecycle-automation-setup",
      "to": "role:planner",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:customer-lifecycle-automation-setup",
      "to": "skill-area:api-design",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:customer-lifecycle-automation-setup",
      "to": "skill-area:observability-pipeline",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:customer-lifecycle-automation-setup",
      "to": "domain:customer-experience",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:customer-lifecycle-automation-setup",
      "to": "domain:customer-relations",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:customer-lifecycle-automation-setup",
      "to": "responsibility:data-quality-monitoring",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:customer-lifecycle-automation-setup",
      "to": "responsibility:dx-tooling-maintenance",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:customer-lifecycle-automation-setup",
      "to": "org-unit:customer-success",
      "kind": "performed_by_org_unit",
      "attributes": {}
    },
    {
      "from": "workflow:customer-lifecycle-automation-setup",
      "to": "org-unit:platform-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    }
  ],
  "incomingEdges": []
}