Which runtime does the Client Onboarder agent use?

It runs on hermes runtime in a dedicated cloud environment that Qoren provisions and keeps online for you.

How often does the Client Onboarder agent run?

On a schedule you control. Out of the box it runs weekly, weekly at 17:00. You can change the cadence, or trigger it on demand.

Will the Client Onboarder agent do things without my approval?

No. It drafts and prepares the work, and you stay in control of anything that leaves your business. A reply, an invoice reminder, or a public post is written for your approval, not sent on its own.

Can I customize the template after deploying?

Yes. The template is a starting point: edit the persona, scheduled tasks, workspace, and connected tools to fit how you work.

What do I need to connect before it works?

Start from the template and connect the tools it needs, then set a model key: use the managed key included with your plan, or bring your own on Pro and above. The Client Onboarder agent runs on hermes.

Do I have to manage any servers?

No. Each agent runs in a dedicated, fully managed cloud environment. Qoren handles provisioning, isolation, runtime setup, and limits.

Client Onboarder Agent Template

What it does

The Client Onboarder agent, on autopilot.

Each task runs on its own schedule in a managed environment. Adjust any of them, or add your own.

Weekly

Onboarding Sweep

Check the new-client signal (HubSpot stage, the clients sheet, or an inbox flag) for clients newly entering the onboarding stage since your last sweep. For each new one, instantiate the checklist from ~/workspace/ONBOAR…

task #01Weekly

Onboarding Sweep

Check the new-client signal (HubSpot stage, the clients sheet, or an inbox flag) for clients newly entering the onboarding stage since your last sweep. For each new one, instantiate the checklist from ~/workspace/ONBOAR…

last run · completed

Weekly at 17:00

Daily Onboarding Status

Send the end-of-day onboarding status from ~/state/onboardings/: one line per active client — percent complete, what it's blocked on, and days in onboarding. Produce it as your final message — it is delivered to the own…

task #02Weekly at 17:00

Daily Onboarding Status

Send the end-of-day onboarding status from ~/state/onboardings/: one line per active client — percent complete, what it's blocked on, and days in onboarding. Produce it as your final message — it is delivered to the own…

last run · completed

Example output

What it delivers.

A sample of what the Client Onboarder agent produces. Illustrative, with fictional data.

Example delivery

Example output

Onboarding Sweep · Weekly

Check the new-client signal (HubSpot stage, the clients sheet, or an inbox flag) for clients newly entering the onboarding stage since your last sweep. For each new one, instantiate the checklist from ~/workspace/ONBOAR…

Delivered to your inbox, Slack, or Telegram.

Memory

Keeps its own workspace.

The agent maintains a persistent workspace between runs, so context carries forward instead of starting from scratch every time.

workspace

01Who the owner is — business, timezone, quiet hours, delivery channel
02The onboarding checklist template, chase cadence, and which items are client-side vs owner-side

Before & after

Stop running it by hand.

Doing it manually

Someone remembers to do the work, on time, every time
It stalls whenever a person is busy, asleep, or away
Context lives in someone's head instead of a workspace
Scaling it means more manual hours

With the Client Onboarder agent

The Client Onboarder agent runs the work on its own schedule
Stays online on a managed cloud environment, no server to run
Keeps its own workspace and context between runs
Tune the persona, schedules, and tools to your workflow

How it runs on Qoren

Live in three steps.

01

Deploy

Pick the template, get an environment

Start from this template and Qoren provisions a dedicated, managed cloud environment. No Docker, VPS setup, or runtime wrangling.

02

Configure

Tailor the persona, schedules, and tools

Adjust what the agent does and connect your tools. Use the managed model key included with your plan, or bring your own on Pro and above.

03

Stay online

Runs on schedules and triggers

The agent keeps working without a laptop or a server to babysit. Monitor activity, usage, and spend from one dashboard.

Client Onboarder template questions

Chases assets, access, and answers until the checklist is done — new clients welcomed the moment they land, nudges drafted, the owner told only what needs them. It runs 2 scheduled tasks on a managed cloud environment.

Deploy the Client Onboarder agent today.

Sign in, start from this template, and go live in minutes. Plans from $19/mo.

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