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Onboarding Checklist

Onboarding Checklist

Before DeliveryWhat slows onboarding down is often not missing features. It is incomplete scripts, documentation, samples, dependencies, and boundary information.

This page lists the information that should be prepared before onboarding so customers, presales, and delivery can align faster.

Before a real scenario moves into onboarding, it is better to make the script folder, README, sample files, runtime dependencies, result shape, and risk boundary clear first. That makes later customer delivery, file processing, and CLI / local-bridge discussions much smoother.

script folderREADMEsample filesrisk boundary
EXECFABRIC // ONBOARDING CHECKLISTDOC 11
const requiredPack = ['script_folder', 'readme', 'sample_file', 'runtime_dep']const boundaryInfo = ['ai_allowed', 'manual_confirm', 'result_format']const onboardingGoal = 'delivery_ready_handoff'
BETTER INPUTS MAKE ONBOARDING FASTER

01

Script folder

You need at least the executable main entry and the minimum folder structure that lets the platform understand what the capability is for.

02

README explanation

Tell the platform what the script does, what it takes in, what it returns, and what prerequisites it needs.

03

Sample files

If the script depends on input files or generates output files, it is better to provide example input and example output.

04

Risk boundary

It is best to say early whether AI may call it, whether manual execution is allowed, and whether manual confirmation is required.

Checklist Table

These are the inputs you should ideally provide together at least once

Preparation itemShould it be provided earlyWhy it mattersRecommended explanation
Script folderRequiredThere is no onboarding path without the actual execution contentAt minimum, make the main entry and the minimum folder structure explicit.
README.mdRequiredIt helps review, naming, and later maintenanceIt should explain purpose, input, output, prerequisites, and result form.
Sample inputStrongly recommendedIt makes onboarding effects much faster to verifyIf file processing is involved, provide example files.
Sample outputStrongly recommendedIt helps confirm whether the result matches expectationThis can be a sample output file, screenshot, or result-field explanation.
Runtime dependenciesStrongly recommendedThey affect deployment and onboarding methodFor example Python version, third-party packages, system tools, or external services.
Whether AI may call itRecommendedIt decides whether the intelligent brain may recommend this capabilityNot every script enters AI recommendation scope by default.
Whether manual execution is allowedRecommendedIt decides whether the page opens a manual entryThis can be controlled separately from AI invocation.
Whether manual confirmation is requiredRecommendedIt controls the confirmation step for higher-risk actionsThis fits scenarios such as rewriting data, sending messages, or triggering external actions.
Result formRecommendedIt affects result display and the result-download entryThe result can be text, a table, Excel, a zip package, or another artifact.
Expected execution durationRecommendedIt affects frontend experience and result-return methodShort tasks and long tasks usually need different user experience design.
Data-security boundaryRecommendedIt affects whether the path should run in cloud execution or local bridgingWhen intranet or private resources are involved, the CLI / Agent route is usually needed.

If Not Ready Yet

If the materials are not complete yet, start with these first

  • You can start with the public experience entry to feel the platform path first
  • You can begin a discussion with only a minimal script folder and a README
  • If you are still deciding where the platform fits, start from the product overview and FAQ
  • If the task clearly depends on files, adding sample files and expected results early will save time

What This Avoids

Why this checklist is worth reading early

  • It avoids the vague "I have a script" discussion where nobody can say how it should connect
  • It avoids discovering the result shape too late and having to rework the result page or file-download path
  • It avoids adding safety boundaries late because risky actions were not declared up front
  • It avoids treating a scenario as a pure web capability when it should really go through local bridging

Path Matching

According to your current state, which page should you read next

Current stateBest next pageWhyNotes
You are only learning the platform for the first timeGetting StartedStart by judging the platform position and the real entry pointsYou do not need a full delivery checklist on day one.
You are already preparing for a customer or a real projectCustomer Flow / DeliveryUnderstand the formal delivery path and hot-update flow firstThis fits joint review by presales, delivery, and the customer.
The task depends on input files and result filesFile Upload & Result DeliveryClarify the file chain firstThis is especially useful for reporting, export, and batch data-processing scenarios.
The script depends on a local environment or intranet resourcesCLI GuideLocal bridging is more likely to be neededThese scenarios are usually not solved only through a browser page.

Next Read

Read the checklist, delivery flow, and file path together

Once a real onboarding stage begins, the more effective move is usually not to stay in abstract vision. It is to align delivery flow, the file path, and the local-bridge boundary together once.

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