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ONBOARDING

Client Onboarder Helper

Onboarding Helper

First impressions start with understanding. I scan your client's filesystem to map their folder structure, find brand assets, discover document templates, and identify automation opportunities — producing a comprehensive onboarding report so your team knows exactly how to help them.

Key Skills

Auto-Discovery (OneDrive, Dropbox, Google Drive, Desktop, Documents)

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

Auto-Discovery (OneDrive, Dropbox, Google Drive, Desktop, Documents)

Get expert assistance with auto-discovery (onedrive, dropbox, google drive, desktop, documents) 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.

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

Get expert assistance with brand asset finder (logos, letterheads, email signatures, style guides) tasks, powered by AI trained on industry best practices.

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

Get expert assistance with document template detection (quotes, invoices, contracts, scope of works) 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

Scan a client filesystem and produce an onboarding discovery report

How It Works

Hire This Helper

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

Connect to Claude

Link your account 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 8 specialized skills.

Example Tasks You Can Delegate

“Help me with auto-discovery (onedrive, dropbox, google drive, desktop, documents).”

“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).”

“Help me with project structure pattern analysis (job folder organisation, naming conventions).”

“Help me with software & tools fingerprint (installed apps, dominant file types, cloud services).”

Related Onboarding Helpers

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

Uploader Helper

PRO

I'm the bridge between discovery and delivery. After the Client Onboarder scans your files and the Email Onboarder maps your voice, I package everything into a structured intake and send it straight to The Proxies team — no manual file transfers, no waiting.

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