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luansinezio
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novo-cliente

Automate Beza client onboarding from Drive transcription to Notion dashboard and local folder.

Updated Aug 23, 2026
Search Tags:#context#onboarding#Notion#dashboard#transcription#drive#client
One-click install
npx skills add https://github.com/luansinezio/Beza-OS --skill novo-cliente
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: novo-cliente
Source: https://github.com/luansinezio/Beza-OS/tree/main/.claude/skills/novo-cliente
Command: npx skills add https://github.com/luansinezio/Beza-OS --skill novo-cliente

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Onboarding a new Beza client automates the repetitive setup steps: pulling the kickoff meeting transcription from Drive (bezajobs), creating a standard Notion dashboard under Beza OS with default pages, and provisioning a local folder at clientes/[slug]/ while updating _contexto/empresa.md.

Core Features & Use Cases

  • Pull kickoff transcription from Drive and extract client context (sector, key contacts, deliverables, critical rules, differentiators, next steps)
  • Create or update a standard Notion dashboard with two sections: Projeto and Perfil da Cliente, including the subsections described in the workflow
  • Initialize a local folder structure clientes/[slug]/ with an index file and links to the Notion/ClickUp sources, without duplicating content
  • Update _contexto/empresa.md to include the new client in the active clients list

Quick Start

Onboard a new Beza client by saying the trigger phrase and providing the client name so the system can start the automated flow

Frequently Asked Questions about novo-cliente

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

FAQPage Schema
How do I automate client onboarding from a meeting transcription in Drive to a Notion dashboard?▼

Automating client onboarding involves pulling a kickoff meeting transcription from Drive, extracting key context, and generating a standard Notion dashboard with project and client profile sections.

What is the process for creating a local project folder structure linked to a Notion dashboard?▼

Creating a local project folder structure involves provisioning a clientes/[slug]/ directory with an index file containing links to Notion or ClickUp sources, avoiding content duplication across platforms.

Can I extract client context like key contacts and deliverables directly from a kickoff transcription?▼

Yes, extracting client context from a kickoff transcription captures sector, key contacts, deliverables, critical rules, differentiators, and next steps to populate the onboarding dashboard automatically.

Does the onboarding workflow sync context files when adding a new client to the active list?▼

Yes, the onboarding workflow syncs context by updating the _contexto/empresa.md file to include the newly provisioned client in the active clients list.

What do I need to trigger the new client setup flow using a command phrase?▼

To trigger the new client setup flow, you need to say the activation phrase and provide the client name so the system can start pulling the transcription and provisioning the dashboard and folders.

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