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Onboarding Session Scheduler

Coordinates onboarding sessions, kickoffs, trainings, check-ins.

  • Sessions scheduled without back-and-forth
  • Fewer no-shows
  • Reschedules handled
KA
Karen Hoffmann
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal prompts and what comes back

schedule the kickoff and training with this customer

Returns the result with context and next steps.

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

Draft a response to this frustrated customer who's been waiting 3 days for their refund — empathetic, clear ETA, retention focus

De-escalation response that doesn't sound like a template

Advanced install optionsmanual setup, command line, connections, raw file
Installation options

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.

Download .md
External connections
TicketingCRMExtraSlackExtra
Connects to Ticketing, CRM, Slackv1.0 · Updated Jun 26

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Version history
v1.0

Initial release.

6/15/2026