LeverageAI / Practical worksheets
Onboarding automation setup
Run the sample and map its actions to your own onboarding systems.
- Runnable local integration example
- Approval, exception and retry tests
- A setup worksheet and completed first-job example
A free worksheet from ailevrg.com/guides/client-onboarding-automation
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Download and unzip the example. It needs Node.js 22 or later, has no dependencies and performs no external writes.
See the example ↓Worked example · Invented for this guide
The sample first content job
Invented teaching example. No client outcome is claimed.
Confirmed inputs
Client A, an approved agreement, account owner A, reviewed content outline and client contact A as approver.
Actions
Create a private-folder record, first-task record and welcome-message draft.
Exception
Unconfirmed access holds the job before any records are created.
Retry
A failed second action leaves the event retryable; the stable action key prevents the first record being duplicated in the sample adapter.
Limit
All records and integrations are invented and local. Production concurrency and real API behaviour need separate tests.
Software
Receive the event
Identify the client, event and account owner.
Software
Check confirmed inputs
Require approved agreement, first deliverable, approver, access and standard scope.
Account owner
Hold exceptions
Resolve missing information or non-standard scope before continuing.
Integration adapter
Create the records
Use stable action keys for a private folder, first task and welcome draft.
Person
Approve the outgoing message
Review the welcome draft before any real sending integration is allowed.
The local example stops at creating the draft record. Human approval is a trusted input that a real implementation must obtain from an authenticated person.