Automate the entire client onboarding process and project lifecycle from a single message, replacing 30 minutes of manual setup.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install client-flow
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install client-flow using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Client Flow?
Client Flow is a comprehensive automation skill designed to eliminate the repetitive administrative overhead associated with starting new projects. It serves as a central orchestrator that connects your file storage, calendar, task manager, and email services into a unified workflow. By leveraging Openclaw Skills, freelancers and agencies can transform a single intake message into a fully organized project environment in under 30 seconds.
The skill goes beyond simple setup by managing the entire project lifecycle. It generates professional project briefs, maintains a master client registry for status tracking, and automates closure workflows to ensure no follow-up or testimonial request is forgotten. It is built to be flexible, supporting local filesystems as well as cloud integrations like Google Drive, Notion, and GitHub.
Client Flow Use Cases
- Rapid onboarding of new clients with automated folder and document creation.
- Automating the generation of project briefs and kickoff meeting agendas.
- Centralizing project status tracking across multiple clients and task managers.
- Standardizing client communication through automated welcome and update emails.
- Managing project closure sequences including archiving and follow-up reminders.
How Client Flow Works
- The user provides basic client and project details via a natural language prompt.
- The skill extracts relevant entities and requests any missing critical information like contact emails.
- A standardized folder hierarchy is created on the local drive or cloud storage (Google Drive/Dropbox).
- A Markdown project brief is auto-generated and saved to the project directory.
- A welcome email is drafted or sent, and a kickoff meeting is scheduled on the user's calendar.
- Project tasks are synced to preferred tools such as Todoist, Linear, or Notion.
- The master Client Registry is updated to track the project's health, budget, and timeline.
Client Flow Setup
To begin using this skill within the ecosystem of Openclaw Skills, follow these configuration steps:
# Initialize the client-flow configuration
openclaw skill config client-flow
# Set your business identity (Name, Signature, Timezone)
# Follow the prompts to link your preferred task manager and storage
Client Flow Data Schema & Taxonomy
The skill organizes data across several layers to ensure consistency:
| Component | Format | Storage Location |
|---|---|---|
| Project Folders | Directory Tree | Local, Google Drive, or Dropbox |
| Project Brief | Markdown (.md) | Inside '01-Brief' folder |
| Client Registry | Markdown Table | Workspace memory or 'Business' folder |
| Task Board | Integration API | Todoist, ClickUp, Linear, or Notion |
| Templates | JSON/Markdown | Workspace memory configuration |
The folder structure follows a strict taxonomy (01-Brief, 02-Contracts, 03-Design, etc.) for professional organization.
Client Flow Advanced Features
- Custom Project Types: Define unique setup hooks for different niches, such as Slack channel creation for development projects.
- Lifecycle Reminders: Automated follow-ups for weekly check-ins, milestone deadlines, and project retrospectives.
- Dynamic Status Dashboard: Pulls real-time data from task managers to provide a bird's-eye view of all active projects.
- Post-Closure Automation: Sets 30-day and 90-day reminders for testimonials and repeat business outreach.
SKILL.md
Loading
Related Openclaw Skills
Biz Reporter
An automated business intelligence agent that synthesizes data from multiple platforms into actionable KPI reports and trend analysis.
FastMode
FastMode is an agent-native CLI tool for building, deploying, and managing full CMS websites with free hosting and SSL.
Fear & Greed Crypto Sentiment
A technical tool for accessing real-time cryptocurrency market sentiment data to identify extreme fear or greed cycles.
NZBGet Status Checker
A lightweight integration to monitor NZBGet download status, speeds, and queue information directly through your AI agent.
Content Engine
A full-stack content creation pipeline that automates everything from competitor research to social media promotion.
Daily Briefing Hub
A centralized AI Chief of Staff that aggregates your calendar, emails, tasks, and developer activity into a single, prioritized daily summary.
Featured*
