AI Playbook

New-user onboarding readiness

Verify that a requested new user is ready for a safe, complete onboarding without changing systems.

Copy this prompt

Replace the bracketed values, then paste it into an AI client connected to Stackyapper.

Run the "New-user onboarding readiness" playbook using Stackyapper.

Inputs
- user: [New user name or sign-in identifier]
- request id: [Optional onboarding ticket or request identifier] (optional)

Objective
Verify that a requested new user is ready for a safe, complete onboarding without changing systems.

Required evidence
- User directory

Use when available
- Licensing
- Groups and access
- Mailbox settings
- Directory devices
- Documentation
- Service tickets

Procedure
1. Verify the identity record and account state.
2. Check licensing, groups, mailbox, and device enrollment readiness.
3. Compare the request and approved onboarding documentation.
4. Report ready, blocked, and unverified items without provisioning anything.

Return
- Readiness status
- Completed prerequisites
- Blocking gaps
- Unverified items
- Recommended next actions

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.

  • user: New user name or sign-in identifier. (required)
  • request id: Optional onboarding ticket or request identifier. (optional)

What Stackyapper will use

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

  • User directory (required)
  • Licensing (used when available)
  • Groups and access (used when available)
  • Mailbox settings (used when available)
  • Directory devices (used when available)
  • Documentation (used when available)
  • Service tickets (used when available)

What you'll get

  • Readiness status
  • Completed prerequisites
  • Blocking gaps
  • Unverified items
  • Recommended next actions

How it works

  1. Verify the identity record and account state.
  2. Check licensing, groups, mailbox, and device enrollment readiness.
  3. Compare the request and approved onboarding documentation.
  4. Report ready, blocked, and unverified items without provisioning anything.