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llo-onboarding

Automate LLO onboarding with Connect invites, emails, and logging.

1|2|Updated Apr 1, 2026
Search Tags:#email-automation#llo-onboarding#connect-programs#solicitation-award#program-invites#archetype-branching#ace-lifecycle
One-click install
npx skills add https://github.com/dimagi-internal/ace --skill llo-onboarding-dimagi-internal
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: llo-onboarding
Source: https://github.com/dimagi-internal/ace/tree/main/skills/llo-onboarding
Command: npx skills add https://github.com/dimagi-internal/ace --skill llo-onboarding-dimagi-internal

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill eliminates the manual, error-prone work of onboarding awarded Local Lead Organizations (LLOs) after a Connect solicitation is awarded, automating invite issuance, tailored email composition, and communication logging to ensure LLOs receive consistent, archetype-appropriate onboarding materials immediately after award.

Core Features & Use Cases

  • Automated Connect Invite Issuance: Sends program invites to the single awarded LLO via the Connect API, capturing the application ID for downstream auto-accept and opportunity creation steps.
  • Archetype-Aware Email Composition: Generates customized onboarding emails tailored to atomic-visit, focus-group, or multi-stage program archetypes, including relevant training materials, OCS widget links, and archetype-specific next steps.
  • Safe Execution Modes: Supports dry-run testing and review modes to validate onboarding content before sending, with built-in entry guards that halt execution if required pre-conditions (like a selected LLO) are missing. Use case: After Phase 8 solicitation review awards a Connect opportunity to an LLO, this Skill automatically sends the program invite and onboarding email so the LLO can get started immediately without manual coordination from the ACE team.

Quick Start

Use the llo-onboarding skill to complete the full Phase 9 onboarding workflow for the awarded LLO of your current Connect opportunity run.

Frequently Asked Questions about llo-onboarding

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

FAQPage Schema
How do I automate onboarding emails for awarded organizations after solicitation?▼

This Skill automates onboarding for awarded organizations by issuing Connect program invites and composing archetype-specific onboarding emails post-award. It handles the end-to-end workflow automatically, ensuring consistent materials without manual coordination.

What is archetype branching for program onboarding communications?▼

Archetype branching customizes onboarding emails based on program types like atomic-visit, focus-group, or multi-stage. This Skill generates tailored emails for each archetype, including relevant training materials, OCS widget links, and archetype-specific next steps.

Can I test onboarding email automation before sending invites to awarded programs?▼

Yes, you can test onboarding email automation using dry-run and review modes. These safe execution modes validate onboarding content before sending, and built-in entry guards halt execution if required pre-conditions like a selected organization are missing.

Does the Connect program onboarding workflow integrate with Google Drive?▼

The Connect program onboarding workflow integrates with Google Drive, email communication tools, and the ace-connect MCP. This integration captures application IDs, logs communications, and satisfies activation requirements for awarded organizations.

When should I use automated program invite issuance for Connect opportunities?▼

Use automated program invite issuance during Phase 9 execution for single-awardee Connect opportunities. After Phase 8 solicitation review awards an opportunity, this Skill sends the invite and onboarding email so the organization can start immediately.

What happens if required pre-conditions are missing during LLO onboarding?▼

If required pre-conditions are missing during LLO onboarding, built-in entry guards halt execution to prevent errors. This safety mechanism ensures the workflow only proceeds when all necessary conditions, like a selected organization, are properly configured.

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