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Supportsafety: draft-first

OnboardPilot

Client Onboarding Automation

An OpenClaw agent that generates welcome sequences, tracks onboarding checklists per client, monitors milestones with proactive check-in drafts, and scores client health at 30/60/90-day intervals with churn risk flags.

Install

tinkerclaw install onboardpilot

Requires the TinkerClaw CLI. Install guide →

What it does

Welcome sequence draft generation

Onboarding checklist tracking per client

Milestone detection and proactive check-in drafts

30/60/90-day health scoring with churn risk flags

Skills (4)

Installed into your agent's workspace

onboardpilot-checklist

Create and track per-client onboarding checklists with milestone progress monitoring.

onboardpilot-health

Score client health at 30/60/90-day intervals and identify at-risk accounts.

onboardpilot-milestone

Detect milestone completions and draft timely check-in communications for clients.

onboardpilot-welcome

Draft personalized welcome sequences for new clients based on tier and profile.

Automations (2)

OnboardPilot — Daily Milestone Check

enabled

09:00 AM · weekdays (UTC)

cron: 0 9 * * 1-5 · tz: Etc/UTC

What the agent does on this trigger

Run onboardpilot-milestone to scan all active client checklists for milestone completions and overdue items. Draft check-in communications for completed milestones. Flag stalled clients. Draft mode enforced: never send to clients.

OnboardPilot — Weekly Client Health Dashboard

enabled

05:00 PM · every Fri (UTC)

cron: 0 17 * * 5 · tz: Etc/UTC

What the agent does on this trigger

Run onboardpilot-health to calculate health scores for all active clients. Identify at-risk accounts, generate trend analysis, and write weekly health dashboard to reports/weekly-health.md. Draft mode enforced.

Integrations & requirements

Primary integration mode
Local onboarding files today
MCP status
No dedicated MCP integration
Supported today
  • Local client checklists, milestones, and reports
Planned / not yet implemented
  • ○No CRM or PM API pipeline implemented in skills

Files this agent creates

Written under ~/.openclaw/workspace-onboardpilot/

clients/{client-slug}/profile.jsonmilestones/default.jsonclients/{client-slug}/checklist.mdUSER.mdclients/{client-slug}/health/score-{date}.jsonreports/weekly-health.mdclients/*/checklist.md.state/last-milestone-check.jsonclients/{client-slug}/comms/{milestone-id}-checkin.mdclients/{client-slug}/comms/{milestone-id}-followup.mdclients/{client-slug}/comms/welcome-sequence.md

Install & configure

  1. 1. Install the agent pack

    tinkerclaw install onboardpilot

  2. 2. Configure your preferences

    Edit the per-agent USER.md to set tone, timezone, and any agent-specific preferences:

    ~/.openclaw/workspace-onboardpilot/USER.md

  3. 3. Keep it up to date

    tinkerclaw update onboardpilot

Highlights

  • ✦Configurable onboarding templates per service tier
  • ✦Proactive check-in drafts at key milestones
  • ✦Health scoring with explainable risk factors