002
AGENT
Onboarding agent
Gets a new customer or hire set up without a checklist chase.
Operations
Mail, Help desk, Calendar
NIGHT FLOOR · AGENT
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Sends the welcome pack, collects the forms, books the kickoff and reminds people who have not finished. It keeps a live checklist so you can see who is stuck and where.
9 days
to 3 days for a typical setup
0
checklists kept in a spreadsheet
Rules this agent follows
Remind at most twice
Escalate after 5 days
Never chase on weekends
A real run, step by step
Done
Sent welcome pack to Ostrava Labs
09:00:12
Received 4 of 6 signed forms
09:44:50
Reminded finance about the last two
10:00:01
Booked kickoff for Monday 10:00
10:02:18
(01)
How it works day to day
Onboarding fails in the gaps between people. The Onboarding agent lives in those gaps and keeps things moving.
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