Onboarding
First Wins Suggestions
Identify small meaningful onboarding tasks.
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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When to use it
Identify small meaningful onboarding tasks.
What it covers
Inputs
Role, skill level, team backlog, available support.
Result
Candidate first tasks with value, prerequisites, completion criteria and reviewer.
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
- Call keep_status and report freshness for: Rippling, Google Workspace, Slack, Linear, Keep memory. If a required connector for First Wins Suggestions is disconnected or stale, say so up front.
- Resolve inputs for First Wins Suggestions: 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.
- keep_memory_read for open tasks, decisions, and handoffs relevant to First Wins Suggestions (filter out unrelated day-plan noise).