"Help me get set up": your clone's guided first week

A new clone can do a lot, and that is the problem. People open it, see dozens of possibilities, connect half a tool, try three things at once and stall at the first permission error. The First-Week Setup Concierge replaces that with one guided path.

Your clone:

• checks your basics and reports them in a table (clone active, connections, skills, knowledge bases, scheduled tasks),
• asks 5 short questions (role, team, main tools, top 3 time-wasters, what success looks like in 30 days),
• recommends 2–3 starter use cases from this library using a recommendation matrix,
• after your approval, attaches skills, creates a starter knowledge base and schedules a first task,
• walks you step by step through what only you can do (sign-ins, inviting teammates, sharing knowledge, adding the clone to meeting invites),
• runs one end-to-end test of your first use case,
• sends a "Your setup status" summary (done / waiting on you / next) and creates Day 3 and Day 7 reminders.

• Ops leads rolling the clone out to a team and wanting a repeatable first week.
• Leadership who want a quick win and a clear 30-day goal, without learning every feature.
• Customer Success managers who want account follow-ups, briefings and health updates running early.
• Sales reps who want meetings and CRM updates handled from the start.

It is for brand-new orgs and users. If you are already running several use cases, you can still use it as a health check.

   You: "Help me get set up."
                │
                ▼
 ┌───────────────────────────────────────────────────────────────────┐
 │  "Setup Concierge" skill                                          │
 │                                                                   │
 │  1. CHECK basics → status table                                   │
 │       clone active · connections · skills · knowledge bases       │
 │       · scheduled tasks                                           │
 │  2. ASK 5 short questions                                         │
 │       role · team · main tools · top 3 time-wasters · 30-day goal │
 │  3. RECOMMEND 2–3 starter use cases (matrix) → you pick ONE first │
 └───────────────────────────────┬───────────────────────────────────┘
                                 │
                  You reply "yes" to a numbered plan
                                 │
                                 ▼
 ┌───────────────────────────────────────────────────────────────────┐
 │  4. DO: attach skills · create starter knowledge base ·           │
 │         schedule a first task                                     │
 │  5. GUIDE: sign-ins · invite teammates · share knowledge ·        │
 │            clone on meeting invites · follow-up preferences       │
 │  6. TEST: one end-to-end run of the first use case                │
 │  7. SUMMARY: "Your setup status" (done / waiting on you / next)   │
 │     + Day 3 and Day 7 reminder tasks                              │
 └───────────────────────────────────────────────────────────────────┘

#Recommendation matrix

The clone picks from this matrix based on your role and your top time-wasters. Slugs are folder names in this library.

#Default picks by role

#Printable checklist: Day 1 / Day 3 / Day 7

DAY 1 (about 30 minutes)
[ ] Clone is switched on and active
[ ] Connect Google or Microsoft (use the right work account)
[ ] Connect Salesforce or HubSpot (if using a CRM)
[ ] Connect Slack or Teams (if you want chat delivery)
[ ] Answer the 5 questions; pick ONE starter use case
[ ] Approve the plan; skills attached; starter knowledge base created
[ ] First scheduled task created (for example daily Pressing Items)
[ ] End-to-end test run and checked
[ ] Read "Your setup status" summary

DAY 3 (about 15 minutes)
[ ] Review the first scheduled outputs: useful? too long? wrong account?
[ ] Tell the clone what to change (format, time, sources)
[ ] Invite teammates (if relevant)
[ ] Add the clone to 1-2 meeting invites and admit it from the lobby
[ ] Share 3-5 key documents for the knowledge base

DAY 7 (about 20 minutes)
[ ] Review the week: what saved time?
[ ] Check progress against your 30-day goal
[ ] Add your SECOND use case (only if the first one is working)
[ ] Check credits if you plan heavier skills (coding, video, research)
[ ] Set meeting follow-up preferences

Your clone matches these to the exact skill names in your workspace. Confirm them in your skill catalog before saving the skill. Your clone will report the exact names it finds.

Skill names can differ slightly between orgs. Confirm the exact names in your skill catalog before saving the skill.

Starter use case skills (only the one you choose first):

• Clone switched off. If the clone is off, nothing scheduled runs. The status table checks this first.
• No Google or Microsoft connection yet. Most starter use cases need email and calendar. Connect one first.
• Connection under the wrong account or missing permissions. If you signed in with a personal account, or skipped a permission box, the clone sees the wrong data or gets "access denied". Delete the connection and re-create it to pick up new permissions.
• Too many use cases at once. Start with one. Add the second once the first has run for a few days.
• Credits needed for heavier skills. Coding, video and research skills use credits. Check your balance before you try them.
• Some connections must be finished in integrations settings, not in chat. If the sign-in does not complete in chat, finish it on the Connections / Integrations page and tell the clone "connected".
• Meeting bots must be admitted from the lobby. When the clone joins a meeting, a person must let it in.
• Skill names differ slightly by org. The clone checks your catalog and uses the exact names it finds.
• Read every instruction before saving a skill. You are responsible for what your clone does.