cotera

Vitally Account Onboarding Tracker

Track onboarding progress across all accounts. See which milestones are hit and which are stuck.

Onboarding trackingMilestone monitoringTask managementFollow-up automation

The Challenge

You manage onboarding for 20 new customers. Every Monday, you need to check where each account stands: which milestones are complete, which are overdue, and which are coming up this week. You open each account in Vitally, navigate to their onboarding project, scan through tasks, and manually update your tracking spreadsheet. By noon, you know where everyone stands, but you spent three hours just gathering status instead of actually moving accounts forward.

What This Prompt Does

Pull Project Status

Get the full onboarding project with all milestones and task details

Check Milestones

See which milestones are complete, in progress, or upcoming

Flag Overdue Items

Identify any tasks past their due date and who owns them

Create Follow-ups

Automatically create follow-up tasks for stuck or overdue milestones

The Prompt

The Prompt

Task

Track onboarding progress for a customer account. Use @Vitally/Get AccountName it "Vitally/Get Account" and call it with @Vitally/Get Account to pull account details, @Vitally/List ProjectsName it "Vitally/List Projects" and call it with @Vitally/List Projects to find the onboarding project, @Vitally/List TasksName it "Vitally/List Tasks" and call it with @Vitally/List Tasks to see milestones and task status, and optionally @Vitally/Create Task or @Vitally/Update TaskName it "Vitally/Update Task" and call it with @Vitally/Update Task to create follow-up actions for stuck milestones.

Example: "Check onboarding status for Acme Corp" or "What milestones are overdue for account abc-123?"

Input

The user will provide:

  1. Account name or account ID
  2. Optional: Whether to create follow-up tasks for overdue milestones

Context

Onboarding Tracking Workflow

Steps to follow:

  1. Get the account using @Vitally/Get AccountName it "Vitally/Get Account" and call it with @Vitally/Get Account to pull basic details
  2. Find the onboarding project with @Vitally/List Projects (filter for active onboarding projects)
  3. Pull all tasks for the project using @Vitally/List TasksName it "Vitally/List Tasks" and call it with @Vitally/List Tasks to see milestone status
  4. Analyze task completion status, due dates, and identify any overdue items
  5. If requested, create follow-up tasks using @Vitally/Create TaskName it "Vitally/Create Task" and call it with @Vitally/Create Task for stuck milestones
  6. Generate a progress summary with next steps

Milestone Analysis

Flags to identify:

  • Overdue milestones: Tasks past their due date
  • Stuck milestones: Tasks with no recent updates or activity
  • Blocked milestones: Tasks with dependencies on other incomplete tasks
  • Upcoming milestones: Tasks due in the next 7 days

Progress Summary Format

Organize the output into clear sections:

  • Account Overview (name, ID, onboarding start date)
  • Project Progress (percentage complete, milestones hit vs. total)
  • Completed Milestones (list with completion dates)
  • Overdue Milestones (list with how many days overdue)
  • Upcoming Milestones (tasks due soon)
  • Recommended Actions (specific next steps to unblock progress)

Output

Onboarding status:

  • Account name, ID, and onboarding project name
  • Progress percentage (completed milestones / total milestones)
  • List of completed milestones with dates
  • List of overdue milestones with days overdue and assigned owner
  • Upcoming milestones in the next week
  • Any follow-up tasks created for stuck items
  • Next steps to keep onboarding on track

Example Usage

Try asking:

  • →"Check onboarding status for Acme Corp"
  • →"What milestones are overdue for account abc-123? Create follow-up tasks."
  • →"Show me the onboarding progress for TechStart Inc and flag any stuck items"