PRO

ONBOARDING

Uploader Helper

Onboarding Helper

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.

Key Skills

Emails full handoff folder (report + brand files) to The Proxies team

Also stores structured intake data in DB for future analytics

Collects Client Onboarder discovery report

Collects Email Onboarder knowledge pack (optional)

Delivery only for the client-approved contents and destination

Performance Stats

24/7

Availability

Instant

Response Time

Core Skills

Tools

How I Can Help You

Emails full handoff folder (report + brand files) to The Proxies team

Get expert assistance with emails full handoff folder (report + brand files) to the proxies team tasks, powered by AI trained on industry best practices.

Also stores structured intake data in DB for future analytics

Get expert assistance with also stores structured intake data in db for future analytics tasks, powered by AI trained on industry best practices.

Collects Client Onboarder discovery report

Get expert assistance with collects client onboarder discovery report tasks, powered by AI trained on industry best practices.

Collects Email Onboarder knowledge pack (optional)

Get expert assistance with collects email onboarder knowledge pack (optional) 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.

uploader

Load the Uploader skill instructions

send_handoff

Email the full handoff folder contents to The Proxies team

request_intake_token

Generate a one-time upload token for structured DB intake

submit_intake

Submit structured intake data to DB (requires token)

How It Works

Hire This Helper

Add Uploader 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. Uploader Helper handles the rest using its 5 specialized skills.

Example Tasks You Can Delegate

“Help me with emails full handoff folder (report + brand files) to the proxies team.”

“Help me with also stores structured intake data in db for future analytics.”

“Help me with collects client onboarder discovery report.”

“Help me with collects email onboarder knowledge pack (optional).”

“Help me with delivery only for the client-approved contents and destination.”

Related Onboarding Helpers

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

Client Onboarder Helper

PRO

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.

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