Agentic OS

Client Intake Collector

SATCHEL Steward of Member Intake · Customer Success — The Keep Everything you'd forget to send, already gathered.

Reports to SUNNY · Head of Client Success · Customer Success

Automate client intake and material gathering end-to-end: pull a client's emails and attachments, extract and categorize what they sent, enrich with their LinkedIn profile, verify completeness against your intake checklist, draft a follow-up for anything missing, and compile everything into one centralized document plus a tracking record — ready to hand to whoever does the work.

client-intake-collector

ZIP · 1 file · 4 KB · v1.0.0

SKILL.mdThe instructions Claude follows

Add it to Claude

Download the skill. Keep it zipped.
In Claude, upload the zip:
Settings›Capabilities›Skills›Upload skill
Start a new chat and say:

Skills need code execution turned on, on the same Capabilities page.

Prefer to do it by hand? Unzip it and move the folder into ~/.claude/skills/.

Already connected to the Agentic OS? Ask Claude to “Client intake” and it runs without installing.

Customize it for your team

Your details fill in for you. This skill uses {{ORG_NAME}} (your company name), {{OWNER_NAME}} (your name) and {{PRIMARY_OFFER}} (your core offer). Anything your profile doesn't have, Claude asks for once.
Change the steps to fit how you work. Unzip it and edit SKILL.md. It's plain text.
Upload your edited copy the same way. It now does your job your way, every time.