Monterail Client Onboarding & Project Initialization
A multi-agent workflow that automates the transition from a 'Closed Won' deal to a fully initialized development environment, including Jira, GitHub, Slack, and compliance documentation.
Completed8 agents
Step 1 of 8
6s
CRM Deal Monitor
crm_trigger_agent
Reasoning
The workflow is triggered by a status change in Oxyok CRM. I need to fetch the full deal details, including client industry and project scope, to pass to the research agent.
Input
Oxyok CRM: GET /deals/695df59e1f9357d85bd0dd42
Output
Retrieved deal 'GreenTech SaaS' with 'Closed Won' status.