Onboarding pilotProject · Product team
Current- Owner
Daniel ReyesLinear- Customer
- NorthwindHubSpot
- Decision
- Offer assisted setup for the pilotCustomers complete setup themselvesMeeting notes
- Still open
- Wider rolloutNotion
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Product team09:41
Let's offer assisted setup for the pilot.
Onboarding planUpdated
Pilot owner: Daniel Reyes · Product
Product weeklyYesterday
Approved: assisted setup for the pilot only.
Onboarding pilotProject
- Current decisionAssisted setup, pilot only
- OwnerDaniel Reyes
- Still openWider rollout
Your agentCompany context
What have we decided about onboarding?
Assisted setup is approved for the pilot only. Daniel Reyes owns it for Product; the wider rollout remains open.
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Your company context
Daniel ReyesPersonOnboarding pilotProject
NorthwindCustomer
Assisted setupDecision
Import serviceSystem
ProductTeam
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Onboarding pilot
Previously
Pilot customers use self-serve setup.
Current decision
Offer assisted setup to pilot customers.
Why it changed
Import issues were blocking customers during setup. The team agreed to help pilot customers get started.
Product weeklyPilot only · Wider rollout still open
Needs your callEverything else updates automatically
Same project?
“Onboarding v2” in Linear and “Onboarding pilot” in Notion may describe the same work.
Keep separateMerge
Conflicting statement
The help center still describes self-serve setup for pilot customers.
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Search finds documents. Ambial maintains the people, projects, customers, decisions, open questions and history those documents describe, then gives each agent relevant context with supporting sources.
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