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simplefarmer69
simplefarmer69COMMUNITY
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client-flow

Automate client onboarding and project lifecycle management with integrated task boards.

2|1|Updated Feb 13, 2026
Search Tags:#automation#workflow#project management#task automation#client management#client onboarding
One-click install
npx skills add https://github.com/simplefarmer69/ape-claw --skill client-flow
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: client-flow
Source: https://github.com/simplefarmer69/ape-claw/tree/main/data/forge-skills/clawhub-client-flow
Command: npx skills add https://github.com/simplefarmer69/ape-claw --skill client-flow

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill automates the entire client onboarding process, transforming a manual 30-minute task into a single-message action.

Core Features & Use Cases

  • Automated Project Setup: Creates project folders, generates briefs, and sends welcome emails.
  • Seamless Scheduling: Sets up kickoff meetings and configures follow-up reminders.
  • Task Management Integration: Establishes project task boards in popular tools like Todoist, ClickUp, or Notion.
  • Client Registry Maintenance: Updates a master client list with project status.
  • Use Case: Onboard a new client for a website redesign by sending a single message, and have all necessary project infrastructure, communication, and task tracking set up automatically.

Quick Start

Onboard a new client named 'Acme Corp' for a 'website redesign' project.

Frequently Asked Questions about client-flow

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

FAQPage Schema
How do I automate client onboarding for a new project?▼

Automate client onboarding by sending a single message to generate project structures, briefs, welcome emails, kickoff meetings, and task boards automatically across integrated platforms.

Can I set up project task boards in Notion and ClickUp automatically?▼

Yes, you can automatically establish project task boards in Notion, ClickUp, Todoist, Linear, or Asana during the client onboarding process to ensure immediate project tracking.

What is the best way to manage the client intake and project lifecycle?▼

Managing the client intake and project lifecycle is best handled by automating infrastructure creation, communication, and task tracking, transforming a manual 30-minute task into a single action.

Does automated client onboarding work with Google Drive and Google Calendar?▼

Yes, automated client onboarding supports integration with Google Drive for project folders and Google Calendar for scheduling kickoff meetings and configuring follow-up reminders.

How do I create and send welcome emails during client intake?▼

Create and send welcome emails automatically by triggering the client onboarding workflow, which generates and dispatches communication alongside project briefs and structural setup.

What are the limitations of automating project lifecycle management?▼

Automation limitations depend on whether your specific project management tools are supported, though integrations currently include Google Drive, Dropbox, Todoist, ClickUp, Linear, Asana, and Notion.

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