Agent Team template
Turn client intake notes into a scoped project brief, missing-information checklist, and welcome-message draft. Nothing is sent or created externally.
One-message setup · 2 specialists · Draft from your inputs
Paste a redacted client intake and your service boundaries. No CRM or email connection is needed for this draft. Generation uses your selected model and funding path. No live run has been verified for this template.
Example input, expected output, and recovery guideDesigned for
Freelancers, consultants, and agencies onboarding a new client
Outcome
Prepare an evidence-backed onboarding draft with clear next decisions, without making commitments or changing external systems.
Say what should be true when the work is done.
Codelit runs one labeled Sample with no account, model, or external App calls.
Review the evidence, then reuse the same brief with your data when it is useful.
Extracts supported facts and identifies gaps.
Balanced reasoning model
Prepares one concise, reviewable deliverable.
Balanced reasoning model
Loads the workflow goal, allowed actions, escalation policy, and output contract before the agent plans work.
A workflow skill that captures the operating contract, tool boundaries, and escalation rules for Client Onboarding Coordinator.
Centralizes high-risk action checks for writes, secrets, customer data, billing, deploys, and public communications.
Exposes task resources, prompt templates, connector tools, and audit records behind a permission-aware boundary.
tools · resources · prompts
Read clientIntake and serviceScope from the run input. Extract requested outcomes, agreed scope, exclusions, known dates, and source references. Separate client wishes from accepted commitments. Flag missing budget, decision maker, assets, and timeline; do not fill them in.
Produce a project brief, a prioritized missing-information checklist, proposed milestones labeled as proposals, and a short welcome-message draft. Include source references and ask only the most important outstanding questions. Do not create a project, send email, or imply a contract or deadline is accepted.
Open it in Codelit and describe the result. Codelit handles common setup while Flow stays available for direct editing and Activity keeps the proof.
Use this teamReads one release channel, prepares a concise owner-ready update, pauses on the exact message, posts it once, and returns Slack delivery proof.
Reviews recent deployments for one project, pauses before spending build resources, creates one preview from the latest source, and returns its deployment evidence.
Reads one repository's open issues, drafts an evidence-backed follow-up, pauses on the exact issue comment, posts it once, and returns the comment proof.