Customer steering committee onboarding workshop
Build a customer onboarding portal that guides a new customer through the "Steering Committee & Champions" phase of adoption: it teaches them what to plan and why it matters, captures their plan, and produces an AI-cleaned read-out document for the customer success team. Serve a React app at a route like /steering-committee as a multi-step wizard (space-authenticated). It should cover four areas in order: Steering committee & champions — including a team map: each team in the org that will use the product, with a leadership stakeholder who owns the outcome, a team lead who drives action, and the team's goals and success metrics, selectable from an example library or written in freehand. Working-group cadence. User engagement — use cases, expected impact, enablement plans. Migrations — only relevant if they're moving off an existing automation platform. Let them enter their existing tenant, fetch a searchable list of their current automations (with the systems each touches and recent run volume), and pick the priority ones to migrate. Every area should present guidance alongside the fields: a short "why it matters" callout, concrete recommendations, and a few discovery questions that surface how the org really works (change readiness, incentive programs, and so on). Back the portal with these route steps: A save endpoint that persists each submission as JSON to a named volume, then sends the submission to Claude (or your preferred model provider) to polish the rough notes into a structured read-out, creates a Google Doc from that read-out (or whatever doc tool your team uses), writes the doc link back onto the stored submission, and posts a summary with the link to Slack (or your team's chat tool). Keep the AI, doc, and chat steps best-effort so a submission is never lost if one fails, and raise the step timeout for the model and doc calls. A submissions endpoint that reads the volume and returns all submissions, newest first, for a /dashboard review view in the same React app where the success team can browse submissions and expand details. An endpoint that takes the customer's existing-platform tenant and returns their automations enriched with systems used and recent run counts, feeding the migrations picker. Point it at that platform's API via a connector — or return a representative demo set if you don't have live access yet. Give the portal a distinctive editorial "boardroom" aesthetic rather than a generic dashboard look, and keep all routes private to the space. Tools used: React, Anthropic, Google Docs API, Slack, Tines Stories API, 3B
What this prompt builds
A guided onboarding portal that walks new customers through structuring their steering committee, capturing governance plans, success metrics, and migration priorities in a multi-step wizard. The workflow optionally pulls live usage data from an existing automation platform to ground migration conversations in real activity, then generates a polished read-out doc and posts a summary to Slack. Success teams can review all submissions in a shared dashboard.
The problem
Customer success teams onboarding clients onto a new automation platform lack a structured process to capture governance decisions—who the champions are, how decisions get made, how success will be measured, and how adoption will spread across the organization. Without a repeatable framework, these critical conversations happen inconsistently or get skipped, leaving customers without the clarity they need to drive internal adoption and measure ROI. This workflow delivers a self-serve or CSM-guided portal that walks every customer through best-practice steering committee planning, captures their answers in a structured format, and produces a clean shareable artifact so both the customer and the success team have a single source of truth for the engagement plan.
Solution and impact
The workflow ensures every customer onboarding follows the same best-practice-driven conversation about governance, champions, success metrics, and migration priorities, replacing ad hoc notes with a polished Google Doc and Slack summary. For customers migrating from an existing automation platform, it pulls live story and usage data so prioritization discussions are grounded in real activity rather than memory or guesswork. The success team gains visibility across all onboarding sessions in a shared dashboard, making it easy to spot patterns, share wins, and ensure no customer slips through the cracks.
