aii-onboard-client

Guides end-to-end onboarding of new clients onto the AI Integrator Blueprint platform.

Updated Aug 21, 2026
One-click install
npx skills add https://github.com/maestroventures/aiintegrator --skill aii-onboard-client-maestroventures
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: aii-onboard-client
Source: https://github.com/maestroventures/aiintegrator/tree/main/plugins/aii-blueprint/skills/aii-onboard-client
Command: npx skills add https://github.com/maestroventures/aiintegrator --skill aii-onboard-client-maestroventures

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? New client onboarding previously had no single owner: the setup steps were scattered across a walk page, a plugin, a spec, and a card library, so every session re-derived the order and steps were reported done without verification. This Skill owns the entire stand-up procedure end to end, from the first email to the hand-off to the company audit. ## Core Features & Use Cases - Email-to-session boundary: The pre-session email does only what cannot wait (add the plugin, sign in to the Blueprint connector); everything verifiable happens inside a guided session. - Guided tool setup: Walks the client through signing in each company tool in the Command Center, checking permissions, capturing sender addresses, and enabling required account-level skills, verifying each step with live reads. - Workspace and intake: Declares the client's folder shape and drawer vocabulary before anything is filed, then reads documents the client already provided so answered questions are never re-asked. - Interview with write-back: Runs the onboarding interview one question at a time, writing every answer to the client's own store, then hands off to the Tune-Up audit. - Use Case: A new client says "set me up" after installing the plugin. The Skill confirms their seat environment, verifies the connector, connects their tools, shapes their Drive workspace, reads their existing documents, runs the interview, and hands off to the audit. ## Quick Start Say "onboard a new client" or "stand up their Blueprint" after the client has added the plugin and signed in to the Blueprint connector.

Frequently Asked Questions about aii-onboard-client

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I onboard a new client to the AI Integrator Blueprint?

Trigger this Skill with phrases like "onboard," "new client setup," or "stand up their Blueprint." It routes through ordered steps: the setup email, guided tool sign-in, workspace shape creation, document intake, the interview, and hand-off to the Tune-Up audit.

What does the onboarding email need to include?

The email does only two jobs: get the plugin added and get the Blueprint connector signed in. It also carries what to prepare, how to verify each step worked, and the handoff instruction to open the desktop app and start a new task.

When should I use aii-onboard-client versus aii-patch-me-up?

Use aii-onboard-client only for the first run with a brand-new client. For a client already stood up who needs setup checks or fixes, use aii-patch-me-up; for measuring the company against its ideal, use aii-tune-up.

Does the onboarding interview re-ask questions already answered in client documents?

No. The Skill reads the client's provided documents first and calls my_interview_plan, which marks each question as answered, partially answered, or open. Only genuinely open questions are asked, and conflicting document answers are asked as ordinary questions.

What happens when an onboarding step cannot be verified?

The step is reported as unverified by name, never folded into completed counts. If a failure cannot be fixed in the session, the Skill tells the person plainly and calls raise_setup_problem once, creating an owned alert sent to the operator.

Can onboarding steps be completed before the Blueprint connector is signed in?

No. Until the plugin is added and the Blueprint connector is signed in, there is no session to work in, so only the email steps apply. The Skill confirms this state with a ping call before proceeding rather than guessing.