{
  "platformId": "chatgpt-work",
  "workflowSlug": "customer-onboarding-checklist",
  "directAnswer": "Use ChatGPT Work to turn the signed scope, customer-provided information, approved implementation plan, service rules, and known open issues you supply into an onboarding review checklist: preserve who committed to what, what has been evidenced, and which handoff still needs an accountable owner. It can organize facts, draft a readiness packet, and surface gaps; it cannot authenticate a customer, change a record, grant access, accept terms, promise delivery, resolve a dispute, or contact the customer. The checklist prepares a human-controlled onboarding release—it does not perform one.",
  "topUseCases": [
    {
      "interventionId": "task-2578:customer-onboarding-checklist:approval-required",
      "taskId": "task-2578",
      "task": "Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.",
      "workflowId": "customer-onboarding-checklist",
      "authorityMode": "approval-required",
      "centralityScreen": {
        "value": 0.3662340406,
        "importance": {
          "value": 0.8825000000000001,
          "sourceField": "role-tasks-kv:task-2578.importance"
        },
        "occupationalRelevance": {
          "value": 0.8220999999999999,
          "sourceField": "role-tasks-kv:task-2578.relevance / 100"
        },
        "frequency": {
          "kind": "modal-response-share",
          "modalResponseSharePct": 50.48,
          "collectionDate": "2026-06-03",
          "sourceField": "role-tasks-kv:task-2578.modalResponseSharePct"
        }
      },
      "agentFit": {
        "value": 0.9025,
        "sourceField": "rule:digital-feasibility-and-capability-fit-single-count.v2"
      },
      "distribution": {
        "value": 0.9,
        "sourceField": "roles-kv:aiPlaybook.delegatedTasks[task-2578].observed-distribution"
      },
      "evidenceConfidence": "weak",
      "withinGateScore": 0.29747359947734997,
      "gate": {
        "status": "approval-required",
        "reason": "A person must approve the verifiable handoff before action."
      },
      "capabilityIds": [
        "connected-apps-files",
        "deliverable-generation"
      ],
      "expectedArtifact": "Customer onboarding interaction record with source, owner, commitment, and open-issue state",
      "humanReviewPoint": "The accountable service owner verifies the customer record, commitments, and unresolved issues.",
      "riskLevel": "medium"
    },
    {
      "interventionId": "task-23222:customer-onboarding-checklist:assist",
      "taskId": "task-23222",
      "task": "Answer customers' questions about services, prices, availability, or credit terms.",
      "workflowId": "customer-onboarding-checklist",
      "authorityMode": "assist",
      "centralityScreen": {
        "value": null,
        "importance": null,
        "occupationalRelevance": null,
        "frequency": {
          "kind": "unavailable",
          "reason": "O*NET 30.3 publishes the task statement for 41-3091.00 while task-rating collection remains in progress; no importance, relevance, or frequency rows are available.",
          "sourceField": "onet-30.3:Task Ratings[41-3091.00]=no-rows"
        }
      },
      "agentFit": {
        "value": 0.9025,
        "sourceField": "rule:digital-feasibility-and-capability-fit-single-count.v2"
      },
      "distribution": {
        "value": 0,
        "sourceField": "roles-kv:role-41-3091-00.aiPlaybook=null;rule:unavailable-evidence-conservative-zero.v2"
      },
      "evidenceConfidence": "unavailable",
      "withinGateScore": null,
      "gate": {
        "status": "limited",
        "reason": "Authority remains below an approval-required intervention."
      },
      "capabilityIds": [
        "connected-apps-files",
        "deliverable-generation"
      ],
      "expectedArtifact": "Approved-answer and expectation matrix separating verified terms from draft responses",
      "humanReviewPoint": "The sales or commercial owner approves terms, pricing, availability, and customer-facing commitments.",
      "riskLevel": "medium"
    }
  ],
  "workflows": [
    {
      "id": "customer-onboarding-checklist",
      "goal": "Prepare a customer-onboarding readiness checklist from approved, human-supplied evidence while keeping customer identity, terms, access, commitments, record changes, and communications behind accountable review.",
      "inputs": [
        "Signed scope and approved terms, customer-provided materials, authorized customer-record extract, implementation plan, owners, service rules, privacy and access requirements, milestone dates, and escalation path"
      ],
      "connectedSystems": [
        "Read-only approved customer-record, contract, implementation-plan, service-knowledge, and document-repository sources"
      ],
      "steps": [
        "Register each onboarding requirement, source, owner, stated commitment, effective date, evidence state, dependency, customer-record reference, and open issue without treating supplied information as authenticated or authoritative.",
        "Compare the supplied materials with approved scope, service rules, privacy and access requirements; separate verified terms from proposed responses, planned access from granted access, and customer request from approved change.",
        "Produce a readiness checklist and handoff queue, then stop before authenticating identity, changing customer records, provisioning access, accepting terms, making a commitment, resolving a dispute, or contacting the customer."
      ],
      "expectedArtifact": "Customer-onboarding readiness checklist with commitment register, evidence log, owner handoffs, open issues, and release gates",
      "starterPrompt": "Using only the signed scope, approved terms, customer-provided materials, authorized customer-record extract, implementation plan, service rules, privacy and access requirements, milestones, and escalation path I provide, prepare a customer-onboarding readiness checklist. For every requirement show source, owner, stated commitment, effective date, evidence state, dependency, record reference, and open issue. Separate verified terms from draft responses, planned access from granted access, and customer request from approved change. Flag MISSING, CONFLICT, IDENTITY REVIEW, TERMS REVIEW, ACCESS REVIEW, PRIVACY REVIEW, DEPENDENCY BLOCKED, COMMITMENT REVIEW, or HUMAN TO VERIFY. Do not authenticate identity, change records, provision access, accept terms, promise delivery, resolve disputes, or contact the customer.",
      "humanReviewPoint": "The accountable customer-success, implementation, security, privacy, service, and commercial owners verify identity, scope, terms, readiness, access, commitments, record actions, and customer communication at the onboarding release gate.",
      "commonFailure": "Treating a customer request, implementation note, or draft answer as authority to promise a result, grant access, change a record, or close an unresolved onboarding obligation."
    }
  ],
  "setupRecommendations": [
    {
      "item": "Connect only the read-only contract, customer-record, implementation-plan, service-knowledge, and evidence sources named in the onboarding checklist.",
      "rationale": "Tie every connection to an approved requirement or handoff; exclude record writes, identity verification, provisioning, billing, contract acceptance, and customer-contact authority.",
      "capabilityIds": [
        "connected-apps-files",
        "approval-enterprise-controls"
      ]
    }
  ],
  "prompts": [
    {
      "id": "customer-onboarding-checklist-starter",
      "title": "Prepare an onboarding readiness checklist, not a customer action",
      "prompt": "Using only the signed scope, approved terms, customer-provided materials, authorized customer-record extract, implementation plan, service rules, privacy and access requirements, milestones, and escalation path I provide, prepare a customer-onboarding readiness checklist. For every requirement show source, owner, stated commitment, effective date, evidence state, dependency, record reference, and open issue. Separate verified terms from draft responses, planned access from granted access, and customer request from approved change. Flag MISSING, CONFLICT, IDENTITY REVIEW, TERMS REVIEW, ACCESS REVIEW, PRIVACY REVIEW, DEPENDENCY BLOCKED, COMMITMENT REVIEW, or HUMAN TO VERIFY. Do not authenticate identity, change records, provision access, accept terms, promise delivery, resolve disputes, or contact the customer.",
      "expectedArtifact": "Customer-onboarding readiness checklist with commitment register, evidence log, owner handoffs, open issues, and release gates",
      "humanReviewPoint": "The accountable customer-success, implementation, security, privacy, service, and commercial owners verify identity, scope, terms, readiness, access, commitments, record actions, and customer communication at the onboarding release gate."
    }
  ],
  "humanOwnedResponsibilities": [
    "Customer-success, implementation, security, privacy, service, and commercial owners retain identity verification, scope and terms interpretation, access, commitments, record changes, exceptions, dispute handling, release, and customer communication."
  ],
  "risks": [
    {
      "id": "customer-onboarding-checklist-scaffold-risk",
      "level": "medium",
      "description": "A checklist can make an unverified request, draft answer, or planned configuration look like a confirmed customer commitment or completed onboarding step.",
      "mitigation": "Keep the commitment, evidence, owner, and approval state explicit; route access, record, terms, and communication decisions through the accountable onboarding release gate."
    }
  ],
  "sources": [
    {
      "id": "occupation-sales-representatives-of-services",
      "title": "Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel occupational render model",
      "url": "https://singulariki.com/roles/sales-representatives-of-services",
      "publisher": "gold.onet_role_starter_surface",
      "lastReviewedAt": "2026-06-03"
    },
    {
      "id": "occupation-customer-service-representatives",
      "title": "Customer Service Representatives occupational render model",
      "url": "https://singulariki.com/roles/customer-service-representatives",
      "publisher": "gold.onet_role_starter_surface",
      "lastReviewedAt": "2026-06-03"
    },
    {
      "id": "openai-chatgpt-work",
      "title": "ChatGPT Work and Codex",
      "url": "https://help.openai.com/en/articles/20001275-chatgpt-work-and-codex",
      "publisher": "OpenAI",
      "lastReviewedAt": "2026-07-11"
    },
    {
      "id": "openai-work-deliverables",
      "title": "Creating and editing documents, spreadsheets, and presentations with ChatGPT Work",
      "url": "https://help.openai.com/en/articles/20001278-creating-and-editing-documents-spreadsheets-and-presentations-with-chatgpt-work",
      "publisher": "OpenAI",
      "lastReviewedAt": "2026-07-11"
    },
    {
      "id": "openai-work-cloud-browser",
      "title": "Using cloud browser in ChatGPT",
      "url": "https://help.openai.com/en/articles/20001280-using-cloud-browser-in-chatgpt",
      "publisher": "OpenAI",
      "lastReviewedAt": "2026-07-11"
    },
    {
      "id": "openai-work-desktop-browser",
      "title": "Using the built-in browser in the ChatGPT desktop app",
      "url": "https://help.openai.com/en/articles/20001277-using-the-built-in-browser-in-the-chatgpt-desktop-app",
      "publisher": "OpenAI",
      "lastReviewedAt": "2026-07-11"
    },
    {
      "id": "openai-chatgpt-skills",
      "title": "Skills in ChatGPT",
      "url": "https://help.openai.com/en/articles/20001066",
      "publisher": "OpenAI",
      "lastReviewedAt": "2026-07-11"
    },
    {
      "id": "openai-chatgpt-scheduled-tasks",
      "title": "Scheduled Tasks in ChatGPT",
      "url": "https://help.openai.com/en/articles/10291617-tasks-in-chatgpt",
      "publisher": "OpenAI",
      "lastReviewedAt": "2026-07-11"
    },
    {
      "id": "openai-workspace-agents",
      "title": "ChatGPT Workspace Agents for Enterprise and Business",
      "url": "https://help.openai.com/en/articles/20001143",
      "publisher": "OpenAI",
      "lastReviewedAt": "2026-07-11"
    }
  ],
  "freshness": {
    "platformVersion": "2026-07-09-launch",
    "platformReviewedAt": "2026-07-11",
    "occupationalDataVersion": "O*NET 30.3",
    "occupationalDataGeneratedAt": "2026-06-03T05:05:52.989984+00:00"
  },
  "quality": {
    "uniqueOccupationalOrTaskEvidence": false,
    "validPlatformSpecificWorkflow": true,
    "clearOutputArtifact": true,
    "realCapabilityMatch": true,
    "meaningfulHumanReviewSection": true,
    "sourcesAndFreshness": false,
    "distinctInternalRelationships": true,
    "noUnresolvedFactualOrProductVersionFailure": false,
    "indexable": false
  }
}