
Onboard every new account by role
The account's people matched from the CRM, a path for the admin, the champion and the users.
- 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
A new customer account signed. I want their people onboarded in Juno Journey: the admin, the champion and the end users each on the right path. 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, and where its contacts and roles live (our CRM, or a list) 3. Which paths we have for admins, champions and end users 4. When onboarding should be done Ask these in one message, then wait for my answers. For our CRM, check it is connected in this chat; if not, I'll connect it or upload an export. Never guess what is in it. Check which of the account's people already exist in Juno and which paths exist for each role. List the people not yet in Juno so our admin can invite them; you can't invite them from here. Propose, per role: the people, the path and the due date, plus a check at day 30. Show me the list before anything is created. Routine: after the first run, offer to repeat this for 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 invite, assign or notify anyone until I approve.
Your AI asks you
- Q1My role and the team I support
- Q2The account, and where its contacts and roles live (our CRM, or a list)
- Q3Which paths we have for admins, champions and end users
- Q4When onboarding should be done
The routine
- 01
Connect
Juno and the tools below
- 02
Answer
the questions, one message
- 03
Review
the draft or the view it builds
- 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.
What it connects
- SalesforceNative
- JunoRequired
Your AI assistant reads the tools it can reach and drives Juno.
Where this Journey Play works
Journey Plays that go with it

Is this account onboarded?
At day 30, the evidence beside the CSM's one question.
Live viewEvery new account
Design the customer academy homepage
A branded public homepage with your real courses, previewed first.
BETAOnce
Audit the academy: stale, missing, duplicated
A short list of what to update, merge or retire.
Live viewEvery quarter























