PRO

ONBOARDING

Client Onboarder Helper

Onboarding Helper

Understand your business from a supplied brief and selected documents, review what should become shared knowledge, and identify the next setup decisions. Cloud-only onboarding needs no filesystem connection; scoped local-folder discovery is optional.

Key Skills

Cloud-only brief and selected-document review

Separate private interpretation, approved publication and verified retrieval

Optional discovery within client-selected business folders

Smart-Depth Folder Tree (deep on projects/templates, shallow on system folders)

Brand Asset Finder (logos, letterheads, email signatures, style guides)

Project Structure Pattern Analysis (job folder organisation, naming conventions)

Software & Tools Fingerprint (installed apps, dominant file types, cloud services)

Business Info Extraction (company name, ABN, contacts, supplier lists)

Automation Opportunities Report (maps findings to Proxies helpers)

Pro Workflows

Power tools that work across all helpers

Document Template Detection (quotes, invoices, contracts, scope of works)

Performance Stats

24/7

Availability

Instant

Response Time

Core Skills

Tools

How I Can Help You

Cloud-only brief and selected-document review

Get expert assistance with cloud-only brief and selected-document review tasks, powered by AI trained on industry best practices.

Separate private interpretation, approved publication and verified retrieval

Get expert assistance with separate private interpretation, approved publication and verified retrieval tasks, powered by AI trained on industry best practices.

Optional discovery within client-selected business folders

Get expert assistance with optional discovery within client-selected business folders tasks, powered by AI trained on industry best practices.

Smart-Depth Folder Tree (deep on projects/templates, shallow on system folders)

Get expert assistance with smart-depth folder tree (deep on projects/templates, shallow on system folders) tasks, powered by AI trained on industry best practices.

Available Tools

These are specific actions this helper can perform when you work together with AI.

client_onboard

Review a supplied business brief and selected documents, or optionally discover agreed business folders

How It Works

Hire This Helper

Add Client Onboarder Helper to your team from the dashboard. It takes one click — no setup, no configuration.

Add to Claude

Add Proxies to Claude Desktop or Claude Code using your MCP key. Your helpers appear automatically.

Start Delegating

Just describe what you need in plain English. Client Onboarder Helper handles the rest using its 10 specialized skills.

Example Tasks You Can Delegate

“Help me with cloud-only brief and selected-document review.”

“Help me with separate private interpretation, approved publication and verified retrieval.”

“Help me with optional discovery within client-selected business folders.”

“Help me with smart-depth folder tree (deep on projects/templates, shallow on system folders).”

“Help me with brand asset finder (logos, letterheads, email signatures, style guides).”

“Help me with document template detection (quotes, invoices, contracts, scope of works).”

Related Onboarding Helpers

Other AI helpers in the onboarding category that work great alongside Client Onboarder Helper.

Uploader Helper

PRO

Package selected onboarding material for an explicitly requested handoff. Reuse approved briefs and reviews; cloud-only onboarding does not require a local handoff folder or a team email.

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