WF

Workflow Atlas

Complete workflow mapping for the marketing site, portals, APIs, automations, and planned integrations.

29 workflows82 routes indexed75 business routes mapped31 issue specs linked7 support routesCoverage complete

Issue Specs

Canonical executable work items

31

70 required checks

Failing

Executable issue status

12

In Progress

Executable issue status

0

Passing

Executable issue status

18

Blocked

Executable issue status

1

QA Linked

Checklist coverage across routes and workflows

29

19 QA items and 45/82 routes linked to issue specs

Legend & Filters

Filter by actor, workflow maturity, provenance, and connected services.

LivePrototypePlannedBlocked

Search spans workflow summaries, steps, routes, integrations, and cited docs or issue IDs. Planned flows are limited to code, repo docs, and Beads issues already present in this repository.

Workflow display controls

Expand or collapse the currently visible workflows across the atlas.

Client Workflows

10 workflows visible

10 total in atlas
LiveHybrid15 routes2 integrations2 dependencies

Marketing Discovery & Route Entry

Parents discover the business, learn about offerings, and navigate to lead-capture entry points from public marketing pages.

PrototypeHybrid2 routes4 integrations3 dependencies

Parent Intake Submission

Parents complete the live-site-matching intake form on the marketing site and generate intake records for doula/admin review.

PlannedHybrid7 routes4 integrations3 dependencies

Client Account Creation & Portal Access

After intake follow-up, clients create accounts, authenticate, and reach the client portal dashboard and settings surfaces.

PrototypeHybrid3 routes8 integrations3 dependencies

Requested Doula & Availability Matching

Client intake data enters the matching workflow, doulas respond with availability, and requested-doula branches trigger alternate match handling.

PrototypeCode1 routes4 integrations2 dependencies

My Doula Matches Review

Clients review only the doulas who marked themselves available, ranked by fit and surfaced as compact profile cards.

PrototypeHybrid3 routes7 integrations3 dependencies

Doula Profile Review & Interview Booking

Clients open a doula profile, review availability, and book a virtual interview that persists to Airtable and appears in both portal calendars.

PrototypeHybrid4 routes8 integrations4 dependencies

Contract Lifecycle

Once a match is approved, admins generate a contract, PandaDoc scaffolding handles send and status sync, and signed records flow back into portal and operational views once live activation is complete.

PrototypeHybrid6 routes10 integrations4 dependencies

Payment & Invoice Lifecycle

Clients pay TBC against signed PandaDoc contracts, review receipt status from Parents Payments, and move into Airtable-backed invoice and payout workflows tied to the admin contract ledger.

PrototypeCode2 routes8 integrations3 dependencies

Client Messaging

Clients exchange messages with doulas and admins through the portal messaging surface.

PrototypeCode3 routes2 integrations3 dependencies

Documents, Birth Plan & Journey Tracking

Clients manage support materials and pregnancy milestones across documents, birth plan, and journey views.

Doula Workflows

10 workflows visible

10 total in atlas
PrototypeHybrid6 routes4 integrations2 dependencies

Doula Marketing Application

Prospective doulas enter through recruitment pages and complete the live-site-matching application form on the marketing site.

PlannedHybrid3 routes5 integrations3 dependencies

Doula Onboarding & Profile Setup

Approved doulas create accounts, enter the portal, and complete their profile and settings setup.

PlannedHybrid1 routes5 integrations3 dependencies

Google Calendar & Meet Connection

During onboarding, doulas will authorize Google Calendar so interview bookings can create shared calendar events and Meet links.

PrototypeCode1 routes6 integrations2 dependencies

Client Intakes Review & Availability

Doulas review open client intakes, declare whether they are available, and influence which clients see them as matches.

PrototypeCode3 routes4 integrations2 dependencies

Upcoming Interviews & Calendar

Doulas review upcoming interviews, track appointment status, and manage their calendar.

PrototypeHybrid1 routes6 integrations2 dependencies

Interview Scheduling & Readiness

Doulas receive interview bookings in their calendar through shared Airtable persistence and eventually will receive synced Google Calendar events with Meet links.

PrototypeCode1 routes7 integrations2 dependencies

Doula Messaging

Doulas manage conversations with clients and admins through the portal message center.

PrototypeCode1 routes2 integrations2 dependencies

Doula Contract Visibility

Doulas review contract status as clients move from match to signed engagement.

LiveCode3 routes5 integrations2 dependencies

Invoices & Statements

Doulas review the shared payout ledger, create Airtable-backed invoices from eligible parent receipts, and inspect invoice detail with PandaDoc contract references.

LiveCode1 routes3 integrations2 dependencies

Mentorship

Doulas track live mentor assignments and mentorship status in the dedicated mentoring area.

Admin Workflows

9 workflows visible

9 total in atlas
PrototypeHybrid2 routes6 integrations2 dependencies

Client Intake Triage

Admins review incoming parent intakes, inspect details, and decide how each lead should move into matching and client conversion.

PrototypeHybrid2 routes5 integrations2 dependencies

Doula Application Triage

Admins review incoming doula applications and route them into approval, follow-up, or rejection outcomes.

LiveCode4 routes3 integrations2 dependencies

Client Conversion & Active Records

Admins turn approved intake leads into active client records and manage those records from the clients area.

LiveHybrid3 routes5 integrations3 dependencies

Doula Approval & Active Directory

Approved doulas move from application review into the active doula directory and mentor assignment surfaces.

PrototypeHybrid2 routes9 integrations3 dependencies

Matching Oversight

Admins monitor matching status across dashboards, intake queues, and active records to keep clients moving toward a confirmed doula.

PrototypeCode2 routes5 integrations3 dependencies

Contract Creation & Operations

Admins manage contract creation, PandaDoc send/status scaffolding, and downstream visibility from the contracts section.

PrototypeHybrid2 routes7 integrations3 dependencies

Payment Reconciliation

Admins reconcile parent payment receipts against contract economics, monitor referral fee capture, and track doula payout readiness from the admin contract ledger while statements remain a follow-on reporting view.

PrototypeCode1 routes5 integrations1 dependencies

Reporting

Admins review top-level operational and financial reporting to monitor platform health and pipeline state.

LiveHybrid9 routes5 integrations3 dependencies

CMS Publishing

Admins manage marketing content, blog posts, reusable sections, media, and testimonials from the CMS.