Two colleagues shaking hands in an office

Is this account onboarded?

At day 30, the evidence beside the CSM's one question.

For
Customer Education
Routine
Every new account
Setup
Juno + 1 tool
You approve
every draft

The prompt

Written to ask before it assumes, check what already exists, and stop before anything goes live.

Works in Claude, ChatGPT, Copilot
I want to know whether a customer account is onboarded, with the evidence beside the question, so the CSM can confirm or act.

Use the Juno Journey connector for anything in Juno. If it isn't connected, stop and tell me how to add it (https://docs.junojourney.com/mcp/overview).

Before you build anything, ask me:
1. My role and the team I support
2. The account
3. What 'onboarded' means for us (paths done, a certification, usage)
4. Whether to include usage data from outside Juno, and where
Ask these in one message, then wait for my answers.

For the usage source you name, check it is connected in this chat; if not, I'll connect it or upload an export. Never guess what is in it.

Read the account's people and progress in Juno. If you can't read completions here, I'll upload an export.

Show one screen: who is done, who isn't, what's blocking, and a suggested answer: yes, not yet (and why). If this assistant supports artifacts connected to Juno, build it as an interactive artifact that re-reads Juno each time I open it, and say so; otherwise build it static and show the date the data was read.

Routine: after the first run, offer to repeat this at day 30 of every new account. If this assistant can run scheduled tasks, set one up only after I approve it; if not, give me a one-line prompt I can re-run.

Don't message the customer; draft the next step for the CSM.

Your AI asks you

  1. Q1My role and the team I support
  2. Q2The account
  3. Q3What 'onboarded' means for us (paths done, a certification, usage)
  4. Q4Whether to include usage data from outside Juno, and where

The routine

  1. 01

    Connect

    Juno and the tools below

  2. 02

    Answer

    the questions, one message

  3. 03

    Review

    the draft or the view it builds

  4. 04

    You approve

    before anything goes live

Routine: Every new account. The prompt offers to set it up as a scheduled task in your assistant, only after you approve.

Live viewLive view: when your assistant supports artifacts connected to Juno, the result is an interactive view that reads Juno again each time you open it.

What it connects

  • SalesforceNative
  • JunoRequired

Your AI assistant reads the tools it can reach and drives Juno.

Where this Journey Play works