client-flow
Automated client onboarding and project lifecycle management. From a single message, creates Google Drive/Dropbox project folder structure, generates project brief, sends templated welcome email, schedules kickoff meeting on Google Calendar, sets up task board in Todoist/ClickUp/Linear/Asana/Notion, configures follow-up reminders, and maintains a master client registry with status tracking. Use this skill for: new client onboarding, project setup, client intake, welcome email, kickoff meeting scheduling, project kickoff, client management, project status dashboard, "new client [name]", "onboard [company]", "set up a project for [client]", "how are my projects doing", client portfolio overview, project lifecycle tracking, client communication templates, progress update emails, project closure workflow, freelancer project management, agency client management, or any request involving setting up and tracking client projects. One message replaces 30 minutes of manual setup across email, calendar, file storage, and task management tools.
Install via CLI (Recommended)
clawhub install openclaw/skills/skills/ariktulcha/client-flowWhat This Skill Does
The client-flow skill acts as a comprehensive automation engine for client relationship management, specifically engineered to eliminate the manual, repetitive tasks involved in project onboarding. Instead of spending 30 minutes context-switching between email, calendar, cloud storage, and task management software, you provide a single brief message to OpenClaw. The skill intelligently parses your input, extracts critical project data, and orchestrates the entire setup sequence. It generates a standardized folder hierarchy in Google Drive or Dropbox, auto-populates a professional project brief in Markdown, sends templated welcome emails, and synchronizes kickoff meetings directly with your Google Calendar. Furthermore, it integrates with major task management platforms like Notion, Asana, and Linear to populate your project board instantly. By maintaining a centralized master client registry, this skill ensures that project statuses, deadlines, and communications remain documented, accessible, and perfectly organized from the moment a lead becomes a client.
Installation
To integrate this powerful workflow into your OpenClaw environment, execute the following command in your terminal or command-line interface:
clawhub install openclaw/skills/skills/ariktulcha/client-flow
Once installed, ensure your OpenClaw settings are configured with API keys for the specific tools you wish to use (e.g., Google Workspace, Dropbox, Notion, or Todoist) so the skill can authenticate the requests and write data to your accounts securely.
Use Cases
This skill is indispensable for service-based professionals including freelance designers, web developers, marketing agencies, and consultants. It excels in scenarios where consistent onboarding is required, such as agency client management, project lifecycle tracking, or project closure workflows. It is also an excellent tool for project managers who need to maintain a live dashboard of multiple concurrent client projects, providing a clear overview of progress, budget, and upcoming milestones without manual oversight.
Example Prompts
- "New client: Acme Corp, contact Sarah at [email protected], project: website redesign, budget: $15k, deadline: March 30."
- "Onboard the new SEO client from Green Leaf Marketing; let's call the project 'Q2 Organic Growth', start immediately."
- "Set up a project for Digital Solutions Inc regarding their mobile app update, and check my current project portfolio to see if we are ahead of schedule."
Tips & Limitations
For optimal results, provide the client email address and project deadline in your initial prompt to minimize follow-up questions from the agent. The skill functions best when your preferred task management and file storage tools are properly linked in your OpenClaw settings. Note that the agent relies on the availability of specific tools; if you do not have Google Drive configured, the agent may default to local filesystem creation or Notion pages. Always review auto-generated briefs for specific, non-standard project requirements that the AI might not have inferred.
Metadata
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Find the right skillPaste this into your clawhub.json to enable this plugin.
{
"plugins": {
"official-ariktulcha-client-flow": {
"enabled": true,
"auto_update": true
}
}
}Tags(AI)
Flags: file-write, file-read, external-api
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