Onboarding Resource Curator
Keeps onboarding guides and resources accurate and gap-free so customers can self-serve.
- Onboarding content accurate
- Gaps surfaced from stuck points
- Customers self-serve setup
“audit onboarding guides and flag gaps from where customers stall”
Surfaces issues before they become problems.
“Write a help article explaining how to configure the SSO integration — include screenshots placeholders and common error codes”
Support doc ready to publish in minutes
“Summarise all open tickets for Acme Corp and give me a health score before my QBR call with them tomorrow”
Account briefing ready in 30 seconds
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
CRM
ExtraSlackExtraVersion history
Initial release.
6/15/2026
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