Client Onboarding Agent
aka “Client Onboarder” in the catalog
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.
- Category
- Operations, Assistant
- Scheduled tasks
- 2every few minutes, daily
- Runtime
- Hermes
- Works with
- GmailHubSpotGoogle SheetsNotionSlack
- Hosting
- Fully managed, always on
- Onboarding SweepEvery 30 min on weekdays, 08:00 to 18:00about 110 runs a week
- Daily Onboarding StatusWeekdays at 17:00
- Mon
- every 30mOnboarding Sweep
- 17:00Daily Onboarding Status
- Tue
- every 30mOnboarding Sweep
- 17:00Daily Onboarding Status
- Wed
- every 30mOnboarding Sweep
- 17:00Daily Onboarding Status
- Thu
- every 30mOnboarding Sweep
- 17:00Daily Onboarding Status
- Fri
- every 30mOnboarding Sweep
- 17:00Daily Onboarding Status
How the Client Onboarding Agent works
Every run reads from the tools you connect, works through its brief, and keeps what it learns in a persistent workspace, so context carries forward instead of starting from scratch.
Connect the ones you use. It works with what it has.
- Onboarding SweepEvery 30 min on weekdays, 08:00 to 18:00
- Daily Onboarding StatusWeekdays at 17:00
Keeps in its workspace
- Who the owner is: business, timezone, quiet hours, delivery channel
- The onboarding checklist template, chase cadence, and which items are client-side vs owner-side
A report after each run
Sent to your Slack, Telegram, or another channel you connect.
Drafts that wait for you
Anything that leaves your business is written for your approval, not sent on its own.
Answers in chat
Ask it about its work any time from the agent's chat in your dashboard.
The Client Onboarding Agent, on autopilot
Each task runs on its own schedule in a managed environment. Adjust any of them, or add your own.
Task 01Every 30 min on weekdays, 08:00 to 18:00
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…
About 110 runs a week
Task 02Weekdays 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…
About 5 runs a week
What it delivers
Each run ends with a message in your channel. Here is the brief the Client Onboarding Agent's first task works from.
Client Onboarding AgentAGENTEvery 30 minutes on weekdays, 08:00 to 18:00
Onboarding Sweepcompleted
The brief: 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…
Deploy this template and Qoren provisions a dedicated, managed cloud environment: no Docker, VPS, or server upkeep. Tailor the persona, schedules, and tools, use the managed model key or bring your own, and the agent stays online with activity, usage, and spend in one dashboard.
Client Onboarding Agent template questions
What does the Client Onboarding Agent template do?
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.
Which runtime does the Client Onboarding Agent use?
It runs on the Hermes runtime in a dedicated cloud environment that Qoren provisions and keeps online for you.
How often does the Client Onboarding Agent run?
On a schedule you control. Out of the box it runs every 30 minutes on weekdays, 08:00 to 18:00, weekdays at 17:00. You can change the cadence, or trigger it on demand.
Will the Client Onboarding 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.
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 any plan. The Client Onboarding Agent runs on the Hermes runtime.
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