Works with the AI tools you already use
Claude Code
Cursor
Codex CLI
Muse
OpenClaw+21 moreClaude CodeCursorCodex CLIMuseOpenClaw
Manus
Grok
Grok Bot+18 agentsVA Onboarding Summarizer
Turns a new client's onboarding answers or kick-off notes into a one-page brief with services, a tools and access checklist, and what is still missing.
Free
VA Onboarding Summarizer
Example session with this skill installed
New client starts Monday. Here are her answers plus my notes from the call. Package is 10 hours a month, 1 business day response. Can you build the brief and tell me what I still need?
Business: Harper Studio, interior design, 4 people
Contact: Nadia Harper (owner). Her partner Tom does the books.
Time zone: she's in Lisbon, I'm in Warsaw.
What she wants off her plate:
"Honestly all of it. The inbox is the worst, I get maybe 60 emails a day and half are suppliers. Then scheduling site visits, which is a nightmare because clients change times constantly. Invoicing goes out late every month because I forget. Oh and we should really be posting on Instagram more, we have 6k followers and I post maybe once a month."
Tools she mentioned: Gmail (business), Google Calendar, Xero for invoices, a shared Dropbox, Instagram. She said "we tried Asana but nobody used it".
On access: "I'll just send you my Gmail password, it's easier." Also said Tom has the Xero login and "he's protective of it".
Approvals: When I asked who approves things she said "just use your judgement". Later in the same call she said she wants to see every email to a client before it goes out.
Hours: she picked the 10-hour package because "let's start small and see".
Urgent: "if it's urgent I'll just call you."
Holidays: studio closes 2 weeks in August. She didn't ask about mine.
Other: She mentioned a big project for a hotel starting in November and said "things will get mad then".
- Read your context and instructions
- Compiled the va onboarding summarizer
- Generated the document
Client brief: Harper Studio
Prepared by [Your name] · [Today's date] · Based on Nadia Harper's onboarding answers and kick-off call notes
Snapshot
- Business: Harper Studio, interior design, 4 people
- Main contact: Nadia Harper (owner) · Approves work: Nadia (needs confirming, see Watch out)
- Also involved: Tom (partner, handles the books and holds the Xero login)
- Package: 10 hours per month, response within 1 business day
- Start date: Monday [date]
- Time zones: client in Lisbon, assistant in Warsaw (1 hour ahead)
Services agreed
| Service | How often | Notes |
|---|---|---|
| Inbox management (Gmail) | Daily | ~60 emails a day, about half from suppliers. Sort, handle supplier routine, draft client replies for Nadia's approval. |
| Scheduling site visits | As needed | Google Calendar. Clients reschedule often, so this is reactive work. |
| Invoicing | Monthly | Xero. Currently goes out late. Needs access via Tom. |
| Instagram posting | [Not agreed] | Nadia mentioned wanting more posts (6k followers, posting monthly). Not costed, see Watch out. |
Tools and access
| Tool | Access level needed | How it will be granted | Status |
|---|---|---|---|
| Gmail (business) | Delegated access | Google Workspace delegation, or a separate user account | Pending |
| Google Calendar | Edit rights | Share calendar as editor | Pending |
| Xero | Limited user (invoices only) | Tom invites by email from Xero's user settings | Pending, depends on Tom |
| Dropbox | Shared folder | Folder invitation | Pending |
| [Only if agreed] | Meta Business Suite role, never the account password | Not requested yet |
Working agreement
- My hours: [your hours, Warsaw time] · Client hours: [Lisbon time, 1 hour behind]
- Response time: 1 business day
- Weekly update: [pick a day, suggested Friday]
- Urgent means: [to define] · Flagged by: Nadia said she would call. Agree what qualifies, or every reschedule becomes a phone call.
I can decide alone (proposed)
- Replying to routine supplier email: delivery dates, order confirmations, invoices received
- Booking, moving and confirming site visits inside the agreed hours
- Sending invoice reminders using the agreed wording
Everything else goes to Nadia first, including every email to a client.
Priorities when everything lands at once (proposed)
- Site visit changes: they affect the studio's day
- Client emails awaiting Nadia's approval
- Supplier email
- Invoicing, on its monthly schedule
First two weeks
| When | What happens |
|---|---|
| Days 1-2 | Gmail delegation, calendar sharing and Dropbox access; walkthrough call with Nadia |
| Days 3-5 | Shadow the inbox: sort and draft only, nothing sent. First SOP written for supplier email. |
| Week 2 | Take over supplier email and scheduling; agree what "urgent" means; first weekly update |
Missing before I can start
- Gmail delegated access (not the password, see below)
- Xero invitation from Tom, limited user. Ask Nadia to introduce us by email first.
- Calendar sharing and the Dropbox folder invitation
- Who approves when Nadia is on site, and a decision on the client-email review step
- Invoicing details: which day of the month, and who chases non-payment
- A definition of "urgent" and a channel for it
- Your own holiday and notice arrangements: the studio closes two weeks in August; yours were never discussed
Watch out
Password sharing. Nadia offered to send her Gmail password. Decline it politely and set up
delegated access instead: she keeps her password to herself, and your access can be removed at any time without changing it. Worth saying in writing before day one.
The scope does not fit 10 hours. As a rough estimate, inbox triage alone at ~60 emails a day could take 4 to 5 hours a week, which is about 16 to 20 hours a month before scheduling, invoicing or Instagram. Options: start with inbox and scheduling only, or move to a bigger package. Raise it before the first invoice, not after.
Instagram was mentioned, never agreed. It is not in the package and not costed. Either quote it separately or take it off the table now.
Contradiction on approvals. "Just use your judgement" and "I want to see every email to a client before it goes out" cannot both be true. The brief assumes the stricter one; confirm it.
Urgent by phone. A client who calls for anything urgent will call for everything. Agree a definition and a channel, and set expectations about your working hours across the time-zone gap.
November hotel project. Nadia expects things to "get mad". Plan the package review for late October, before the workload changes, so the conversation is about capacity rather than a missed month.
va-onboarding-summarizer.pdf
PDF · document
Example file from a real run - the skill writes it into your workspace.
Connects securely to your tools. The creator never sees your data.
About this skill
Onboarding answers arrive as a half-filled form, a long email, or notes from a kick-off call. This turns whatever you have into a brief you can work from on day one.
What you get
- Snapshot: business, contacts, package, start date, time zones
- Services agreed, with how often each runs
- A tools and access table: access level needed, how it will be granted, and its current status
- The working agreement: hours, response times, what counts as urgent
- What you can decide alone, and what needs approval
- Priorities for when everything lands at once
- A first-two-weeks plan
- Missing: every access, answer or document still needed
- Watch out: contradictions, scope that does not fit the hours, and any password-sharing suggestion
What it will not do
- Invent tool names, approval thresholds, deadlines or people
- Suggest that passwords be emailed: access is always platform roles, delegated access, or a shared vault
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
Free skills download straight away. Paid skills unlock right after purchase.
- 2
Unzip into your skills folder
Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.
- 3
Ask your agent to use it
Restart the agent if it was already running. It picks the skill up automatically - no config needed.
Skills folder by agent
Click the path to copy it. Create the folder if it does not exist yet.
Reviews
No reviews yet
Be one of the first to try it. Every listed skill passes our trust checks below.
Security scanned
Passed our 8-point scan before listing
1 install
Downloaded by developers to date
Free forever
No account required to browse
Trust & safety
Security scanned
Verified clean 14 days ago
- Free to download with an account