Customer Onboarding Checklist Automation with Codex: SKILL.md Template
A production playbook for customer onboarding checklist automation in cross-industry operations using Codex: skill.md template, run-scoped inputs, logs, typed results, and artifacts.
Audience: Customer success operations teams
The problem
Customer success operations teams need customer onboarding checklist automation to run repeatedly against forms, implementation docs, and account notes. In cross-industry operations, the pain is not one good answer; it is repeatability, auditability, exception handling, and evidence that survives handoff.
Implementation path
Put the operating procedure in SKILL.md, keep examples beside the skill, attach forms, implementation docs, and account notes per run, and let Argo turn the folder into a repeatable Codex execution.
Tradeoffs and failure modes
A skill folder is less flexible than an open chat, but it gives the product a versioned workflow that can be tested and rolled back. For customer onboarding checklist automation, the practical test is whether a second run can be debugged, retried, and consumed by a product without reading the raw agent transcript.
SKILL.md starter
# SKILL.md
You run customer onboarding checklist automation using Codex.
Read only /skill/.argo/inputs.
Write artifacts to /skill/output/artifacts.
Return argo.result.v1 with body.type = "customer_onboarding".
Run this on Argo