Free sample blueprint · client onboarding

A workflow spec your team can challenge before anyone builds.

This example shows the level of operational detail behind a FlowPatch sprint. Print it, annotate it, or use it to improve an internal build.

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Happy path

01

Receive the approved trigger

Contract signed, invoice paid, or CRM stage changed to Won.

02

Validate required fields

Client name, primary contact, service, owner, start date, and signed-document URL must exist.

03

Create the operating record

Create or update the client in the CRM or source-of-truth sheet without duplicates.

04

Provision the workspace

Create the project, folder structure, starter documents, and service-specific task template.

05

Communicate and log

Send the approved welcome message, notify the owner, and write a timestamped result to the audit log.

Acceptance tests

  • Running the same trigger twice does not create duplicates.
  • A missing required field stops the workflow and alerts the owner.
  • The welcome message is never sent before the commercial trigger is verified.
  • Every created record links back to its source.
  • A non-technical owner can identify the last successful run.

Make it yours

Bring the tools. We’ll define the finish line.

A $299 pilot adapts one narrow workflow to your real fields, rules, and exceptions.

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