Client onboarding discovery

Run the "Client onboarding discovery" playbook using Stackyapper.

Inputs
- customer: [New customer name or identifier]
- scope: [Optional onboarding phase or service scope] (optional)

Objective
Build a bounded discovery and gap report for a newly managed customer.

Required evidence
- Customer records

Use when available
- Customer contacts
- Managed devices
- User directory
- Directory devices
- Licensing
- Identity configuration
- Security assets
- Security findings
- Backup jobs
- Asset inventory
- Documentation

Procedure
1. Resolve the customer record and onboarding scope.
2. Inventory contacts, endpoints, identities, licensing, controls, security, backups, and assets.
3. Compare discoveries with approved customer documentation.
4. Produce an onboarding coverage map and prioritized gaps without configuring services.

Return
- Discovery coverage
- Inventory summary
- Security and backup gaps
- Documentation gaps
- Onboarding priorities

Use only evidence available through the Stackyapper Apps and permissions connected to this AI client. If required evidence is unavailable, say what is missing before continuing. Do not guess or make changes in connected systems.

Before you paste

Replace every bracketed value in the prompt. Delete an optional input line if it does not apply.

• customer: New customer name or identifier. (required)
• scope: Optional onboarding phase or service scope. (optional)

What Stackyapper will use

The exact tools depend on the Apps connected to your workspace and the current user's permissions.

• Customer records (required)
• Customer contacts (used when available)
• Managed devices (used when available)
• User directory (used when available)
• Directory devices (used when available)
• Licensing (used when available)
• Identity configuration (used when available)
• Security assets (used when available)
• Security findings (used when available)
• Backup jobs (used when available)
• Asset inventory (used when available)
• Documentation (used when available)

What you'll get

• Discovery coverage
• Inventory summary
• Security and backup gaps
• Documentation gaps
• Onboarding priorities

How it works

1. Resolve the customer record and onboarding scope.
2. Inventory contacts, endpoints, identities, licensing, controls, security, backups, and assets.
3. Compare discoveries with approved customer documentation.
4. Produce an onboarding coverage map and prioritized gaps without configuring services.