Client Onboarding Workflow

A 5-step Temporal workflow that manages the end-to-end onboarding of new clients — from account setup through compliance review to follow-up communications.

Workflow Definition

interface ClientOnboardingInput {
  accountId: string;
  accountName: string;
  tier: 'enterprise' | 'mid-market' | 'smb';
}

Steps

Fetch Account Data Activity: fetchAccountData

Retrieves account information from the CRM — company profile, contacts, deal history, and engagement data.

Analyze Engagement Activity: analyzeEngagement

AI-powered analysis of the account's profile and use case. Determines the optimal onboarding track (standard, accelerated, or white-glove).

Generate Proposal Activity: generateProposal

Creates a customized onboarding plan with:

• Milestones and success criteria
• Timeline with day-by-day tasks
• Resource assignments
• Risk factors and mitigation plans

Compliance Review Activity: complianceReview Human-in-the-loop: Yes (approval gate)

Runs compliance checks against company policies. If issues are found, the workflow pauses and waits for human review.

// Workflow pauses here until signal received
const approved = await condition(
  () => stepApprovals['compliance-review'] !== undefined,
  '7 days'
);

On timeout: Escalates to manager with compliance hold.

Send Follow-up Activity: sendFollowup

Sends welcome communications, schedules kickoff calls, and creates follow-up tasks in the CRM.

Signals

Queries

Features

Durable Memory Integration

The workflow stores onboarding context in the Memory Store:

• Account profile and preferences (worker scope)
• Onboarding template used (team scope)
• Compliance decisions (org scope, pinned)

Compliance Hold

If compliance review identifies issues:

1. Workflow status changes to waiting
2. Assigned worker (Onboarding Bot) shows waiting status
3. Notification sent via WebSocket and Slack
4. All progress is preserved — no work is lost
5. On approval, workflow resumes from Step 5