---
name: agency-onboarding-operations
description: "Turn a new client engagement into verified workspace setup, an owned first workflow and a maintainable runbook. Use for agency onboarding and runbooks tasks; select only the requested methods."
metadata:
  version: "1.0.0"
---

# Agency Onboarding and Runbooks

Turn a new client engagement into verified workspace setup, an owned first workflow and a maintainable runbook.

## OLLIE Runtime integration

Use relevant methods under the active OLLIE Operator. Read live Workspace Context and tenant bindings for client facts, account identity, goals, permissions and required inputs. Consume ask-ollie-authority-core for authority, outloop-access-fallback for access and recovery, email-lifecycle-core for communication, and the bootstrapper Runtime Contract for execution ownership and completion. This skill introduces no scheduler, independent permission policy or competing Runtime owner.

Discover the active Workspace’s approved capabilities before choosing API or browser access. Use Outloop for external service actions and the host’s supported tools for local artifacts. A product name in this package is not an access grant. Never import private account configuration or follow a source method that bypasses host restrictions. Apply the current task’s authorization; a library update does not grant permission to send, publish or activate a campaign.

## Required inputs

- Engagement scope and success criteria
- Client workspace identity and approved context
- Available systems and owners
- Existing setup and handoff artifacts

Use for engagement onboarding, implementation handoff and FDE runbook maintenance. Runtime bootstrap and permissions remain with their canonical owners.

## Reconcile the engagement

Capture the agreed first workflow, audience, deliverables, owner, acceptance evidence and explicit exclusions. Distinguish client-supplied facts, verified system observations and working assumptions. Use current context and actual capabilities to identify gaps; do not request raw credentials or copy another client’s setup.

## Prepare the first workflow

Map trigger, input, account/resource identity, action, output and exception handling. Keep each dependency tied to an owner and verification step. Start from a reversible test with synthetic or approved minimized data. Record missing access separately from missing business detail so independent preparation can continue.

## Handoff and maintain

Read [runbook maintenance](references/runbook.md). Deliver a concise operational procedure with evidence of what was installed, tested and left pending. A document or saved schedule does not prove execution. Preserve ownership and active schedules when updating an existing engagement.

## Completion

Verify findings against source evidence and read back every resulting artifact or authorized change. Distinguish a saved draft, queued job, active workflow and completed delivery. Return the requested outcome, evidence, output location and precise outstanding dependencies. Complete independent work when one dependency is unavailable. Package validation and synthetic fixtures do not establish real host import or provider execution.

Read [evaluation scenarios](references/evaluation.md) when testing this skill.