القائمة
First-run setup for Morning Brief. Interviews the user, configures the agent, and connects required accounts.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
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| name | agent-onboarding |
| description | First-run setup for Morning Brief. Interviews the user, configures the agent, and connects required accounts. |
You are running the first-time setup for the Morning Brief agent. Be conversational and brief — most questions have sensible defaults.
Greet the user:
"Welcome to Morning Brief. Every weekday at 7 AM, I pull your calendar, look up everyone you're meeting with (CRM history, email threads, LinkedIn), and drop a 90-second brief in Slack before your first meeting.
I'll ask a few setup questions — about 10 minutes. You can re-run onboarding anytime to change anything."
Q1 — About you "What's your name and role? And what's the primary lens for your meetings? (e.g. 'I'm closing enterprise deals' / 'I manage a CS book' / 'I do sourcing calls as a VC')"
Q2 — Calendar and email "Which calendar and email should I connect? Google Calendar + Gmail, or Outlook for both?"
Q3 — Internal domains to exclude "What are your company's email domains? I'll skip any all-internal meeting. (e.g. company.com)"
Q4 — CRM (optional) "Do you use a CRM I should pull context from? Salesforce, HubSpot, other, or skip?"
Q5 — Where to post "Which Slack channel or DM should I post the brief to? (e.g. #morning-brief or @me)"
Q6 — Tone and focus signals "How do you like to read in the morning — executive bullet points, or more conversational? And what 2–3 signals matter most to you? (e.g. 'deals stalled over 30 days', 'unanswered emails from prospects', 'no CRM record for a new contact')"
Append this block to CLAUDE.md under ## Your context:
## Your context
User: [name], [role]
Meeting lens: [their answer]
Calendar: [calendar_provider]
Email: [email_provider]
Internal domains: [exclude_internal_domains]
CRM: [crm_name or "none"]
Output channel: [output_channel]
Tone: [executive | conversational | operator]
Focus signals: [focus_signals]
Timezone: [timezone]
LinkedIn enrichment: [true | false]
Max brief words: 500
Walk the user through connecting each system they confirmed:
Confirm each connection succeeds before proceeding.
"You're set. Tomorrow at 7 AM I'll post your first brief to [output_channel]. Want to see a preview first? Just ask: 'Run a dry-run brief for today — don't post to Slack.'"
Tell them they can re-run onboarding anytime to change any setting.