The team workflow
Product concept · In developmentFrom 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.
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 scopeWhich 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.