smb-onboard
Get your business tools working from day one.
What it does
Guides a small-business owner through tool setup, a useful first result, and an approved business profile for future assistance.
When to use it
Use when a business owner is getting started, asks for setup help, or is in their first session.
How to use it
Ask to get started; it guides setup and an interview, saves an approved profile, and renders an HTML welcome page.
Uses
Good to know
- cannot be undone: Cowork session memory directory
What you need · 4
Routes the brand-look and output-format interview questions through this skill's capture flow; installation requirements are unstated.
Runs this recipe to demonstrate value after a bookkeeping connection; installation requirements are unstated.
Access · 7
This skill
Cowork session memory directory
Saves your approved business profile (irreversible)
ledger organisation records
Reads your bookkeeping business details