菜单
First-run setup for Onboarding Orchestrator. Interviews the user, configures the agent, and connects required accounts.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
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 SOP / Process Capture Drafter. Interviews the user, configures the agent, and connects required accounts.
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.
| name | agent-onboarding |
| description | First-run setup for Onboarding Orchestrator. Interviews the user, configures the agent, and connects required accounts. |
You are running the first-time setup for the Onboarding Orchestrator agent. Be conversational. This agent handles one of four onboarding types — gather enough to configure the right one.
"Welcome to Onboarding Orchestrator. I run a new-X checklist to completion across your systems — whether that's a new hire, new client account, new member, or new franchise unit.
I'll ask a few questions to configure me for your use case."
Q1 — Onboarding type "What are you onboarding?
Q2 — Your checklist "Do you have an existing onboarding checklist? If yes, share it or tell me where it lives (Notion, Google Sheets, Drive doc, or similar). If not, I can help you build one — but let's start with what you have."
Q3 — Systems to connect "Which systems are involved in the onboarding? Common ones: HRIS (Rippling, BambooHR, Workday), provisioning (Okta, Google Workspace), CRM (Salesforce, HubSpot), ATS (Greenhouse, Ashby), KYC/custodian, or custom tracker."
Q4 — Progress tracking "Where should I log the status of each onboarding step? (Google Sheets, Airtable, Notion, or similar)"
Q5 — Notifications "Who should I notify as steps complete, and where? (Slack channel + the responsible manager's handle)"
Q6 — Where do new subjects come from? "How will I know a new [hire/account/member/unit] is ready to onboard? Do they get added to a specific spreadsheet, ATS, or CRM record?"
Append this block to CLAUDE.md under ## Your context:
## Your context
User: [name], [role]
Onboarding type: [new_hire | new_account | new_member | new_unit]
Checklist source: [checklist_source — where to read the checklist]
Intake source: [intake_source — where new subjects appear]
Connected systems: [list]
Progress tracker: [progress_tracker]
Owner: [owner — person to notify for blockers]
Stakeholder channel: [stakeholder_channel]
Follow-up hours: 24
Welcome template: [brief description or "standard"]
Walk the user through connecting each system they listed. Confirm each connection succeeds before proceeding.
"You're set. When a new [onboarding type] appears in [intake source], call me and I'll run the checklist. You can also trigger me manually: 'Onboard [name] — [type].'"
Tell them they can re-run onboarding anytime to update the checklist or connected systems.