LISTENINGPOST

Onboarding

Customer Admin Onboarding

Orient a customer administrator. Uses person, role, project key, day n.

Configure this skill

The page and the file follow your answers.

CRM
Email
Chat
Documents
Calendar
Project tools

6 of 6 systems connected

KeepDirectMissing
Your assistantSKILL.md

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Morning Brief

Build a prioritized brief for today from the caller's calendar, messages, documents and project records, using Keep MCP. Read only.

1. Read today's calendar events, open assigned tasks, direct requests since the last brief and unresolved commitments.
2. Separate active incidents, decisions waiting on the caller, external deadlines and routine work. Check for replies before calling an item outstanding. Rank by consequence and time remaining.
3. Fit proposed actions around fixed meetings and flag conflicting commitments.

Result: a dated brief with urgent changes, commitments, meeting preparation and a feasible next-action list, each tied to its source.

When to use it

Orient a customer administrator.

What it covers

Inputs

Customer, executed commitments, success criteria, rollout dates.

Result

Customer onboarding plan with milestones, responsibilities and unresolved prerequisites.

What it uses

People recordsCalendarEmailDocumentsSlackProject toolsKeep memory
For developers

Retrieval instructions

Resolve people, accounts and projects by stable identifiers. Use only the sources this task needs. Cite the source and date for each finding. Keep source systems unchanged.

Data sources

Rippling, Google Workspace, Slack, Linear, Keep memory.

Procedure

  1. Call keep_status and report freshness for: Rippling, Google Workspace, Slack, Linear, Keep memory. If a required connector for Customer Admin Onboarding is disconnected or stale, say so up front.
  2. Resolve inputs for Customer Admin Onboarding: person, role, project_key, day_n. Default time window: ramp plan window (first 30/60/90 days) (override if caller provides time_window). Ask only for missing critical inputs.
  3. keep_memory_read for open tasks, decisions, and handoffs relevant to Customer Admin Onboarding (filter out unrelated day-plan noise).

Related skills

Onboarding →
Customer Orientation Path→Create an evidence-based learning path for a product or customer domain.Customer Ramp Pack→Prepare a customer ramp pack. Uses person, role, project key, day n.First Wins Suggestions→Identify small meaningful onboarding tasks.