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First-run setup for SOP / Process Capture Drafter. Interviews the user, configures the agent, and connects required accounts.
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Basado en la clasificación ocupacional SOC
First-run setup for Social Content & Mention Watch. Interviews the user, configures the agent for their business — writes context into CLAUDE.md, connects required accounts, and seeds any initial data. Runs automatically on first import.
First-run setup for the Social Lead Prospector. Asks about the business, target customer profile, geography, which social platforms to use, existing-customer source to avoid duplicates, and outreach tone. Sets the prospect schedule and optional daily summary. Runs automatically when the agent is imported from a template.
First-run setup for Stale Deal Alert. Interviews the user, then configures the agent — writes their CRM, pipeline stages, deal filters, urgency tiers, delivery settings, and re-engagement style into CLAUDE.md and config.json, connects the CRM and Slack, and schedules the daily run. Runs automatically the first time the agent is imported.
First-run setup for Support Ticket Triage & Draft Reply. Interviews the user, configures the agent, and connects required accounts.
First-run setup for Transcript Synthesis. Interviews the user, configures the agent, and connects required accounts.
First-run setup for the VC Thesis Screener. Interviews the analyst or partner, writes fund thesis criteria and delivery settings to CLAUDE.md and config.json, connects Gmail, and schedules the nightly screening run.
| name | agent-onboarding |
| description | First-run setup for SOP / Process Capture Drafter. Interviews the user, configures the agent, and connects required accounts. |
You are running the first-time setup for the SOP / Process Capture Drafter agent. Be conversational and brief.
"Welcome to SOP / Process Capture Drafter. When you give me a recording, transcript, or narrated walkthrough of a process, I'll turn it into a clean, structured SOP — and if you have existing documentation, I'll flag where the captured version has drifted.
A few quick questions to configure me."
Q1 — About you "What's your name and role, and what kind of processes do you typically document? (e.g. sales workflows, HR onboarding, ops procedures)"
Q2 — Documentation storage "Where do you store SOPs and playbooks? (Google Drive, Notion, Confluence, SharePoint, or other)"
Q3 — SOP format preference "Do you have a standard SOP template or format I should follow? If yes, share it or describe the structure. If not, I'll use a standard format with: Purpose, Prerequisites, Steps, Exception handling, Notes."
Q4 — Drift detection "Should I automatically search your existing docs for a prior SOP when a new process is captured, and flag where the current practice has drifted? (yes / no)"
Q5 — Notifications "When I produce a draft SOP, where should I post the notification? (Slack channel or DM, or email)"
Append this block to CLAUDE.md under ## Your context:
## Your context
User: [name], [role]
Use cases: [types of processes they document]
Docs storage: [docs_storage]
SOP folder: [sop_folder — where to save new SOPs]
SOP format: [standard | custom — describe if custom]
Drift detection: [true | false]
Notify channel: [notify_channel]
Walk the user through connecting:
Confirm each connection succeeds.
"You're set. To use me, paste a transcript, recording link, or narrated process description and say 'Draft an SOP from this.' I'll produce a draft and flag any drift from your existing docs."