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Implementation teams use Custral to run a repeatable onboarding flow for every new customer. The project record, its task checklist, the automations that move it forward, and the customer-facing pages all live in the same workspace.
Custral’s Playbooks are live-call scripts, not onboarding runbooks. To model a repeatable onboarding process, use an object with staged status plus tasks and workflows, as below.

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What implementation runs on

An onboarding object

Model each engagement as a record with a status property for its phase (Kickoff → Config → Go-live) and relations to the account.

Tasks

Assign steps with owners, due dates, and priority: created by hand or automatically. Every task links back to its record for context.

Workflows

Fire when a deal closes to create the onboarding checklist, then send reminders and status updates as each phase completes.

Sequences

Time-based nudges (a day-1 welcome, a day-7 check-in) with explicit waits between steps.

Shared pages & documents

Build customer-facing pages with live data and collaborative documents for plans and specs.

Scheduling

Let customers self-book kickoff and training calls from a shared availability link.

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Set it up like this

1

Model the process

Create an Onboarding object with a status property per phase and a relation to the customer account.
2

Automate the checklist

A workflow fires when a deal closes and creates the account’s tasks with owners and due dates.
3

Drive it forward

Use a sequence for the timed nudges, and workflows to notify the team as each phase completes.
4

Track every account

Build an onboarding dashboard (a board or table of accounts by phase) and report on cycle time.