# AI Customer Onboarding Handoff with Make + Jodoo

## Use Case

Customer onboarding handoffs often lose context between sales, implementation, and support.

## Workflow Pattern

1. Custom webhook receives the source request or payload.
2. Make prepares a structured customer handoff decision.
3. HTTP module sends the mapped output to the Jodoo writeback endpoint.
4. Jodoo stores the operational record for queue review, ownership, and follow-up.

## Proof Record

- Jodoo data ID: `6a2703f60c56510acc0f8758`
- Record anchor: `Aster Retail Group`
- Jodoo app: Customer Onboarding Handoff

## What Jodoo Keeps

Jodoo stores customer name, package, launch date, owner, risk, missing information, next action, and success criteria.

## How to Adapt

- Start with a synthetic sample, then replace it with your own intake source.
- Keep the Make trigger and action names visible so the workflow is easy to rebuild.
- Keep the Jodoo fields specific to the review queue your team will actually use.