The onboarding playbook has preconfigured activities to help bootstrap the creation of the onboarding experience.

Within the playbook, there are five core activities that can be reused to create a number of actions across the whole workflow. The playbook serves as a template and can be configured by service providers to meet their business requirements.

The playbook visualizes a workflow in a simple, task-oriented view. The workflow for the account onboarding playbook is created using the Process Automation Designer and can be configured based on your requirements. See the Configure the onboarding playbook activities for details. The playbook is divided into multiple stages or lanes.

As you mark an activity complete in a stage, you move to the next activity. You can save an activity at any time and return to the playbook later. After you complete all the activities in a lane, you move to the next lane. As you complete activities and lanes, the status is reflected in the contextual side panel. An Activity log in the contextual side panel shows all the data that you’ve entered for each activity. For more details on playbooks, see Playbook layout and features.