# Requirements: First-Week Setup Concierge

> **Version 1.0.0 · Last updated 2026-10-22 · Estimated setup time: 20–40 minutes**

Use this checklist before you hand CLONE-INSTRUCTIONS.md to your clone. Your clone will also check most of this during discovery.

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## 1. Required skills / operators

Use the exact names below. **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.

| # | Skill / operator (exact name) | What it's used for | Notes |
|---|---|---|---|
| 1 | **platform** | Check status; attach skills; create knowledge bases and scheduled tasks; check connections | Required |
| 2 | **Setup Concierge** (custom skill) | The guided workflow itself | Saved from CLONE-INSTRUCTIONS.md section 7 |
| 3 | **Scheduled task** (via `platform`) | First task, plus Day 3 and Day 7 reminders | Required for reminders |
| 4 | **Google or Microsoft connection** | Email and calendar for most starter use cases | GoogleGmailOperator, GoogleCalendarOperator or Outlook email operator, Outlook calendar operator |

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

| Starter use case | Skills it uses |
|---|---|
| Pressing Items | Clone-Pressing-Items, plus email and calendar |
| Daily Meeting Briefing | Email and calendar; optional CRM operators |
| Post-Meeting CRM Autopilot | Salesforce or HubSpot operators; see that card |
| Product Knowledge Q&A | `search_knowledge` and a knowledge base |
| Website in Minutes | See that card (may use credits) |
| Weekly Personalized Follow-Up Drafts | Email, CRM operators; see that card |

## 2. Connections and minimum permissions

| Connection | Minimum permission | Why |
|---|---|---|
| Google or Microsoft 365 | **Read** mail and calendar (add **Send** if you want emails to yourself); view Drive/OneDrive if you share files | Most starter use cases |
| Salesforce or HubSpot (optional) | Read to start; **write** (not admin) only if your first use case updates the CRM | CRM-based use cases |
| Slack or Teams (optional) | Post to you | Delivery of summaries and reminders |

Important points:

- **Use the right account.** Connect with your work account, not a personal one.
- **Missing permissions?** Delete the connection and re-create it to pick up new permissions.
- **Some connections must be finished in the integrations settings** instead of in chat.
- All connections are made by **you** through the platform's sign-in (OAuth). Your clone never needs your password.

## 3. Optional add-ons

| Add-on | Adds | Operators |
|---|---|---|
| **Clone in meetings** | Transcripts and follow-ups for meetings it attends (admit it from the lobby) | `joinMeeting`, `meeting_archive` |
| **Chat delivery** | Summaries and reminders in Slack or Teams | Messaging integration |
| **Starter knowledge base** | Answers from your own documents | `search_knowledge` |
| **Credits** | Needed for heavier skills (coding, video, research) | Clone_Code, Clone-Automated-Video, Clone-Research-Report |

### Salesforce ⇄ HubSpot mapping

| Generic concept | Salesforce | HubSpot |
|---|---|---|
| Account / company | SalesforceAccountOperator | HubspotCompanyOperator |
| Contact | SalesforceContactOperator | HubspotContactOperator |
| Opportunity / deal | SalesforceOpportunityOperator | HubspotDealOperator |
| Activity / note / task | SalesforceActivityOperator | HubspotEngagementOperator |

### Google ⇄ Microsoft 365 mapping

| Concept | Google Workspace | Microsoft 365 |
|---|---|---|
| Email | GoogleGmailOperator | Outlook email operator |
| Calendar | GoogleCalendarOperator | Outlook calendar operator |
| Files | GoogleDriveCoreOperator | Microsoft_OneDrive |

### Slack ⇄ Teams mapping

| Concept | Slack | Microsoft Teams |
|---|---|---|
| Delivery of summaries and reminders | Post to a channel or DM | Post to a channel or chat |
| Read as a source? | No (post only) | No (post only) |

## 4. Data prerequisites

- [ ] **The clone is switched on** in your settings.
- [ ] **You can sign in** to your Google or Microsoft work account.
- [ ] **You know your role, team and top 3 time-wasters** (the 5 questions).
- [ ] **3 to 5 key documents** you could share for a starter knowledge base.
- [ ] **A test CRM record** if your first use case touches the CRM (not a real customer).
- [ ] **Your time zone** and preferred time for a daily task.

## 5. Roles and permissions

| Who | Needs to |
|---|---|
| **Clone admin** (owner of the clone) | Switch the clone on, approve the plan, save the Setup Concierge skill, invite teammates |
| **Each user** | Connect their own Google/Microsoft and CRM accounts; answer the 5 questions |
| **IT or workspace admin** (only if your org restricts apps) | Allow the sign-in and grant needed permissions |
| **Meeting host** | Admit the clone from the lobby |

## 6. Estimated setup time

| Step | Time |
|---|---|
| Pre-flight check (this doc) | 5 min |
| Status table + 5 questions + plan | 10 min |
| Your sign-ins and settings | 10–20 min |
| End-to-end test | 5–10 min |
| **Total (Day 1)** | **20–40 min** |
| Day 3 check-in | about 15 min |
| Day 7 review | about 20 min |

## 7. Pre-flight checklist

- [ ] I'm the clone admin (or have one available)
- [ ] The clone is switched on
- [ ] I can sign in to my Google or Microsoft work account
- [ ] I know which CRM I use (Salesforce, HubSpot or none)
- [ ] I've thought about my top 3 time-wasters
- [ ] I'm willing to start with ONE use case
- [ ] I know my time zone and a good time for a daily task
- [ ] I've checked my credits if I plan to try coding, video or research

## 8. You're ready when…

- ✅ The clone is on and you can sign in to your main work account.
- ✅ You have rough answers to the 5 questions.
- ✅ You are happy to pick ONE starter use case.
- ✅ You are comfortable replying "yes" to a numbered plan.

Then download **CLONE-INSTRUCTIONS.md**, give it to your clone, and say: "Help me get set up."