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Client Onboarding Agent

aka “Client Onboarder” in the catalog

Chases assets, access, and answers until the checklist is done. New clients welcomed the moment they land, nudges drafted, the owner told only what needs them.

Deploy this templateSee plans
Category
Operations, Assistant
Scheduled tasks
2every few minutes, daily
Runtime
Hermes
Works with
GmailHubSpotGoogle SheetsNotionSlack
Hosting
Fully managed, always on
Client Onboarding Agent/Schedule
online, a typical week
  • Onboarding SweepEvery 30 min on weekdays, 08:00 to 18:00about 110 runs a week
  • Daily Onboarding StatusWeekdays at 17:00
  1. Mon
    • every 30mOnboarding Sweep
    • 17:00Daily Onboarding Status
  2. Tue
    • every 30mOnboarding Sweep
    • 17:00Daily Onboarding Status
  3. Wed
    • every 30mOnboarding Sweep
    • 17:00Daily Onboarding Status
  4. Thu
    • every 30mOnboarding Sweep
    • 17:00Daily Onboarding Status
  5. Fri
    • every 30mOnboarding Sweep
    • 17:00Daily Onboarding Status

Default schedule from the template. Change any time, or run a task on demand.

The moment it happens.

The Client Onboarding Agent does not wait for its next scheduled check. Connect a trigger and it starts the second the event arrives. Until you do, its schedule covers the same work.

  • Stripe webhook

    When: Checkout completed

    Checklist started and the welcome drafted the moment a new client pays

  • Signed webhook

    When: Contract signed

    Onboarding kicked off and the welcome drafted as soon as the client signs

  • Email to the agent's inbox

    When: Email received

    Items a client sends are ticked off, so nobody is chased for what already arrived

How the Client Onboarding Agent works

Every run reads from the tools you connect, works through its brief, and keeps what it learns in a persistent workspace, so context carries forward instead of starting from scratch.

Reads from
GmailHubSpotGoogle SheetsNotion

Connect the ones you use. It works with what it has.

Client Onboarding Agent
  1. Onboarding SweepEvery 30 min on weekdays, 08:00 to 18:00
  2. Daily Onboarding StatusWeekdays at 17:00

Keeps in its workspace

  • Who the owner is: business, timezone, quiet hours, delivery channel
  • The onboarding checklist template, chase cadence, and which items are client-side vs owner-side
Delivers

  • A report after each run

    Sent to your Slack, Telegram, or another channel you connect.

  • Drafts that wait for you

    Anything that leaves your business is written for your approval, not sent on its own.

  • Answers in chat

    Ask it about its work any time from the agent's chat in your dashboard.

The Client Onboarding Agent, on autopilot

Each task runs on its own schedule in a managed environment. Adjust any of them, or add your own.

  1. Task 01Every 30 min on weekdays, 08:00 to 18:00

    Onboarding Sweep

    Check the new-client signal (HubSpot stage, the clients sheet, or an inbox flag) for clients newly entering the onboarding stage since your last sweep. A client already in ~/state/onboarding-starts.json…

    About 110 runs a week

  2. Task 02Weekdays at 17:00

    Daily Onboarding Status

    Send the end-of-day onboarding status from ~/state/onboardings/: one line per active client: percent complete, what it's blocked on, and days in onboarding. Produce it as your final message…

    About 5 runs a week

What it delivers

Each run ends with a message in your channel. Here is the brief the Client Onboarding Agent's first task works from.

# agent-updatesScheduled run

Client Onboarding AgentAGENTEvery 30 minutes on weekdays, 08:00 to 18:00

Onboarding Sweepcompleted

The brief: Check the new-client signal (HubSpot stage, the clients sheet, or an inbox flag) for clients newly entering the onboarding stage since your last sweep. A client already in ~/state/onboarding-starts.json…

Reply to Client Onboarding Agent, or ask it anything

Deploy this template and Qoren provisions a dedicated, managed cloud environment: no Docker, VPS, or server upkeep. Tailor the persona, schedules, and tools, use the managed model key or bring your own, and the agent stays online with activity, usage, and spend in one dashboard.

How deployment worksSee pricing

Product names and logos are trademarks of their respective owners, shown here to indicate what this template connects to.

Client Onboarding Agent template questions

What does the Client Onboarding Agent template do?

Chases assets, access, and answers until the checklist is done. New clients welcomed the moment they land, nudges drafted, the owner told only what needs them. It runs 2 scheduled tasks on a managed cloud environment.

Which runtime does the Client Onboarding Agent use?

It runs on the Hermes runtime in a dedicated cloud environment that Qoren provisions and keeps online for you.

How often does the Client Onboarding Agent run?

On a schedule you control. Out of the box it runs every 30 minutes on weekdays, 08:00 to 18:00, weekdays at 17:00. You can change the cadence, or trigger it on demand. It also reacts the moment something happens: checkout completed, contract signed, email received, once you connect those triggers.

Will the Client Onboarding Agent do things without my approval?

No. It drafts and prepares the work, and you stay in control of anything that leaves your business. A reply, an invoice reminder, or a public post is written for your approval, not sent on its own.

What do I need to connect before it works?

Start from the template and connect the tools it needs, then set a model key: use the managed key included with your plan, or bring your own on any plan. The Client Onboarding Agent runs on the Hermes runtime.

Part of the Customer Success Manager.

The Customer Success Manager does this job and 4 more in one agent.

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