Workflow Builder Internal Onboarding Process

This is our full internal process for onboarding Workflow Builder. A customer-facing version of this is available in the customer-facing About Momentus Workflow Builder article.

1. The customer requests Workflow Builder in Momentus Connect by clicking Initiate Request on the app card.
2. The user is directed to Chili Piper and schedules a time to meet with their Account Manager.
3. Once the sale is completed, the Account Manager sends a sales announcement email.
4. Support Ops receives the sales announcement email. They go to Connect and approve the integration. No internal setup/configuration is needed.
5. When the integration is approved, an email is automatically sent to the original requester of the integration. The email lets them know that the integration is ready to use includes a link to the customer-facing knowledge base article/section (https://connectsupportcenter.ungerboeck.com/hc/en-us)
6. Customer will then use their knowledge and provided documentation to begin using the product.
   • Once approved, a Workflow option displays in the header of Momentus Connect. In that menu they can select:
     • Workflow Builder: Go to the Workflow Builder.
     • Documentation: Go to the technical Workflow Builder documentation.
     • Webhooks: Go to the Momentus Webhook Management page.