The team workflow

Product concept · In development

From what your team knows.
To what your AI can use.

Follow one business task from an unwritten rule to reviewed context, selected tools and the next change. Explore the five steps below.

Choose your starting point

No formal context yet. Start with source material and the people who know the business.

Semanity / Customer onboardingIllustrative example · Product in development

01 / Frame the task

Start with a decision worth getting right.

Your team

Your Data or AI lead chooses one task, one domain owner and the tools that need context.

Semanity’s intended role

Semanity would keep the scope, intended consumers and success questions together.

A task brief

Agreed scope

Which customers need an onboarding follow-up?

Domain
Customer onboarding
Owner
Customer Success lead
Check
Exclude sandbox workspaces

An imagined end-to-end workflow. Source access, exports, delivery and checks are in development and agreed per pilot.

What the team keeps

A rule you can inspect.
A package you can reuse.

A rule travels with its scope, source, owner and version. The proposed package can be read by people and adapted for permitted tools.

Illustrative format. No live endpoint or compatibility guarantee.

Illustrative version 1 / Customer onboarding

Who needs a follow-up?

Follow up seven calendar days after signup if setup is incomplete. Exclude sandbox workspaces.

Source
Synthetic onboarding guide, revision A
Owner role
Customer Success lead
Audience
Authorized Customer Success consumers

Setup status missing? Ask. Do not infer an answer.

Start with a bounded pilot

One useful task.
A foundation you can inspect.

Agree the sources, owner, consumers and checks before sharing company information.