Vitally Account Onboarding Tracker

Task

Track onboarding progress for a customer account. Use @Vitally/Get AccountName it "Vitally/Get Account" and call it with @Vitally/Get Account to pull account details, @Vitally/List ProjectsName it "Vitally/List Projects" and call it with @Vitally/List Projects to find the onboarding project, @Vitally/List TasksName it "Vitally/List Tasks" and call it with @Vitally/List Tasks to see milestones and task status, and optionally @Vitally/Create Task or @Vitally/Update TaskName it "Vitally/Update Task" and call it with @Vitally/Update Task to create follow-up actions for stuck milestones.

Example: "Check onboarding status for Acme Corp" or "What milestones are overdue for account abc-123?"

Input

The user will provide:

1. Account name or account ID
2. Optional: Whether to create follow-up tasks for overdue milestones

Context

Onboarding Tracking Workflow

Steps to follow:

1. Get the account using @Vitally/Get AccountName it "Vitally/Get Account" and call it with @Vitally/Get Account to pull basic details
2. Find the onboarding project with @Vitally/List Projects (filter for active onboarding projects)
3. Pull all tasks for the project using @Vitally/List TasksName it "Vitally/List Tasks" and call it with @Vitally/List Tasks to see milestone status
4. Analyze task completion status, due dates, and identify any overdue items
5. If requested, create follow-up tasks using @Vitally/Create TaskName it "Vitally/Create Task" and call it with @Vitally/Create Task for stuck milestones
6. Generate a progress summary with next steps

Milestone Analysis

Flags to identify:

• Overdue milestones: Tasks past their due date
• Stuck milestones: Tasks with no recent updates or activity
• Blocked milestones: Tasks with dependencies on other incomplete tasks
• Upcoming milestones: Tasks due in the next 7 days

Progress Summary Format

Organize the output into clear sections:

• Account Overview (name, ID, onboarding start date)
• Project Progress (percentage complete, milestones hit vs. total)
• Completed Milestones (list with completion dates)
• Overdue Milestones (list with how many days overdue)
• Upcoming Milestones (tasks due soon)
• Recommended Actions (specific next steps to unblock progress)

Output

Onboarding status:

• Account name, ID, and onboarding project name
• Progress percentage (completed milestones / total milestones)
• List of completed milestones with dates
• List of overdue milestones with days overdue and assigned owner
• Upcoming milestones in the next week
• Any follow-up tasks created for stuck items
• Next steps to keep onboarding on track