Email-to-Flowchart Onboarding Converter

Goal

Turn raw client-onboarding email templates into a validated, audience-friendly flowchart definition (Mermaid, Lucid, Miro, etc.) accompanied by usage tips, so new clients can self-serve and support load drops.

Inputs to gather

• Templates (the full text of all current onboarding emails – needed to extract steps and decisions)
• Flowchart tool (the diagram format you want, e.g., Mermaid markdown, Lucidchart CSV – dictates output syntax)
• Audience (primary user role who will read the flowchart – shapes tone and wording)
Before doing any work, ask the user for these inputs in ONE message. Skip anything they already provided. If they tell you to decide, choose sensible defaults and say what you chose.

Workflow

1. Read the provided templates in full.
2. Extract every discrete action, decision point, required resource, link, and document mentioned, preserving original sequence. Produce a table: Sequence # | Action / Decision | Purpose | Prerequisite / Input | Source Email Line. End with the question “Does this capture every step accurately?” and pause.
3. Upon user confirmation or correction, reorganize:
   a. Re-order or group steps logically for a smooth user flow.
   b. Merge duplicates and flag gaps or ambiguities; ask for clarifications if needed.
   c. Produce a cleaned, numbered checklist for the stated audience under “Linear Steps” and “Decision Points,” marking decision items with (D). Conclude by asking for corrections before chart creation and pause.
4. After approval, convert the checklist into a flowchart definition compatible with the chosen flowchart tool:
   a. Create concise (<50-char) node labels for each action or decision.
   b. Draw directed edges reflecting sequence and branches.
   c. Add helpful notes or links from the original emails as hover text or annotations when supported.
   d. Output ONLY the raw definition/file content required by the selected tool plus a short example of how to embed or share the chart. Share and pause for sign-off.
5. Once the flowchart is accepted, supply:
   a. 3-5 best practices for embedding the chart in welcome emails, portals, or help-center articles.
   b. Sample introductory micro-copy for new clients.
   c. Recommended success metrics (e.g., drop in “how do I…” emails, time-to-first-action).
6. Review the entire deliverable for clarity, completeness, and alignment with the goal of reducing support emails by 80 % and cutting onboarding time from weeks to days. Ask if any further tweaks are needed before closing the task.

Output

A multi-part package:

1. Validated action/decision table.
2. Cleaned linear checklist with decision markers.
3. Raw flowchart definition/file content in the requested format, plus an embedding snippet.
4. Implementation tips, sample micro-copy, and success metrics – each as numbered lists.