---
title: Development and automation
description: This phase is used to track and complete critical activities including account relationship management, maintenance scheduling, Service Level Agreement \(SLA\) definition, and Service Exchange installation \(when required\).
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-use-playbook-development.html
release: australia
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Account onboarding playbook, Manage account onboarding cases, Account onboarding, Use, Customer Success Management]
---

# Development and automation

This phase is used to track and complete critical activities including account relationship management, maintenance scheduling, Service Level Agreement \(SLA\) definition, and Service Exchange installation \(when required\).

<table id="table_ghf_3n4_1yb"><thead><tr><th>

Stage

</th><th>

Activity

</th><th>

Details

</th></tr></thead><tbody><tr><td>

**Development &amp; Automation**

</td><td>

 

</td><td>

The following activities are available with the base system:-   Setup account relationships
-   Set maintenance schedules
-   Create process SLAs and offerings
-   Reporting
-   Catalog development \(general\)
-   Related work

**Note:** If you have selected any of the Service Exchange integration options in the Initial Setup stage, the relevant activities are displayed and you can configure them as required.

These activities can be configured according to your requirements. You can add or delete tasks, and modify them as required. In the Related work activity, you can create ad-hoc tasks if necessary. See [Configure onboarding tasks in playbook](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-configure-simple.md) for details on simple configuration tasks.

</td></tr></tbody>
</table>Review the data and select **Mark Complete** to move to the next stage.

**Parent Topic:**[Account onboarding playbook](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-account-onboard-playbook.md)