client-flow_skill

This skill automates end-to-end client onboarding and project setup, generating folders, briefs, emails, calendars, task boards, and a master registry.

Python

2.6k

GitHub Stars

2

Bundled Files

2 months ago

Catalog Refreshed

4 months ago

First Indexed

Readme & install

Copy the install command, review bundled files from the catalogue, and read any extended description pulled from the listing source.

Installation

Preview and clipboard use veilstrat where the catalogue uses aiagentskills.

npx veilstrat add skill openclaw/skills --skill client-flow

_meta.json278 B
SKILL.md9.3 KB

Overview

This skill automates client onboarding and project lifecycle management so you can replace ~30 minutes of manual setup with a single message. It creates project folders, generates a project brief, sends or drafts a welcome email, schedules a kickoff meeting, sets up a task board, configures reminders, and maintains a master client registry.

How this skill works

You provide a single instruction like “New client: Acme Corp, contact Sarah at sarah@acme.com, project: website redesign, budget: $15k.” The skill extracts required details, prompts only for missing critical fields, then runs a sequenced workflow: folder creation, brief generation, email composition/sending, calendar event creation, task board setup, reminder configuration, and registry update. It adapts to your configured tools (Google Drive/Dropbox/Notion, Google Calendar/Outlook, Todoist/ClickUp/Linear/Asana/Notion) and falls back to local or draft outputs when integrations are unavailable.

When to use it

Onboard a new client from one message
Set up a project folder, brief, and tasks quickly
Schedule and send a kickoff meeting invite
Generate and send a templated welcome or progress email
Get a consolidated project status overview
Execute a project closure workflow and follow-ups

Best practices

Provide contact email and preferred kickoff window to avoid prompts
Configure your default tools, timezone, and signature on first use
Create or customize project-type templates for repeatable workflows
Confirm sending when email/calendar integrations are shared or sensitive
Use registry updates to drive status dashboards and regular health checks

Example use cases

"Onboard Acme Corp — website redesign, contact sarah@acme.com, deadline Mar 30"
"Set up a project for Beta LLC with a $8k budget and 6-week timeline"
"How are my projects doing?" to receive a consolidated status summary
"Close the Gamma Inc project" to archive, send thank-you, and set follow-ups
"Draft an update email for Acme Corp" to get a progress email based on live data

FAQ

The skill will create local folders and save drafts for you, outputting any email or calendar text for manual sending while still generating the brief, tasks checklist, and registry entry.

Can I customize templates and folder structures?

Yes — set defaults for project types, task lists, folder layouts, email tone, and signature in configuration; the skill applies those presets on each onboarding.

How does the kickoff time get chosen?

By default it suggests 2–3 business days ahead and a 30-minute slot, adjusted for your timezone and the client timezone if provided; you can override the date/time in the initial message.