SaaS Customer Onboarding Automation with Codex: SKILL.md Template
A production playbook for SaaS customer onboarding automation in saas operations using Codex: skill.md template, run-scoped inputs, logs, typed results, and artifacts.
Audience: Implementation and customer success teams
The problem
Implementation and customer success teams need SaaS customer onboarding automation to run repeatedly against implementation forms, account notes, configuration docs, and success criteria. In saas 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 implementation forms, account notes, configuration docs, and success criteria 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 SaaS customer onboarding 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 SaaS customer onboarding automation using Codex.
Read only /skill/.argo/inputs.
Write artifacts to /skill/output/artifacts.
Return argo.result.v1 with body.type = "saas_customer_onboarding".
Run this on Argo