Configure the onboarding playbook activities

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Use Playbooks in Workflow Studio to configure the account onboarding playbook activities.

    In Playbooks, an activity represents one step in your overall business process. You can sequence many activities together in the stages of your process. A stage is made up of many sequenced activities that are grouped in a logical way. You can add or create your own activity definitions, or delete an activity that is not required. For more details, see Playbook builder.

    Process Automation Designer: Account lifecycle onboarding