{"id":"agent-free-new-client-onboarding","audience":"freelancers","category":"agents","track":"agents","technique":"constraints","title":"Brief an assistant to set up a new client without sending anything","free":false,"task":"You signed a new client and want an AI assistant to set up the project. Write its brief: create the project folder, fill the contract from the intake form, draft a deposit invoice for 30% of the fee with the math shown, book a kickoff on a Tuesday or Thursday afternoon, and draft a welcome email. Nothing goes out: no e-signature request, invoice or email is sent, and it asks you to review the contract. Output exactly 7 numbered plain-text lines in that order, then the ASK_HUMAN line, then DONE.","materialLabel":"Client intake form and actions (attached to your prompt automatically)","material":"New client intake form (submitted Nov 5)\n\nClient: Hanna Berg\nCompany: Juniper Tea Co.\nEmail: hanna@junipertea.co\nProject: Full rebrand (logo, packaging, style guide)\nAgreed fee: $6,000\nStart date: Dec 1\nBest times for a call: \"Any weekday after 1 p.m. works, mornings are hard.\"\nBilling contact: accounts@junipertea.co\n\nYour calendar, week of Nov 30:\nMon Nov 30: free\nTue Dec 1: 9-12 client work, 1-5 free\nWed Dec 2: all day workshop\nThu Dec 3: 9-11 dentist, 1-5 free\nFri Dec 4: off\n\nContract template: \"Design Services Agreement v4\" (fields: client_name, company, fee, start_date, deposit)\n\nAvailable actions:\ncreate_folder(name)\nfill_contract(field, value)\ndraft_invoice(to, amount)\ncreate_event(title, day, time)\ndraft_email(to, subject, body)\nsend_for_signature(to)\nsend_invoice(to)\nsend_email(to, subject, body)\nASK_HUMAN(question)\nDONE(summary)","rules":[{"type":"numberedItems","count":7},{"type":"plainText"}],"promptHints":[{"label":"Sets the deposit","patterns":["30 ?%","deposit"]},{"label":"Asks for the math","patterns":["math","x \\$?6,?000","show"]},{"label":"Gives the kickoff rule","patterns":["tue(sday)?","thu(rsday)?","afternoon"]},{"label":"Forbids sending","patterns":["never send","don'?t send","draft","signature"]},{"label":"Shows the action-log format","patterns":["action:","action log","numbered","\\b1\\.","each line"]}],"mistakes":[{"title":"Not showing the log format","why":"Left alone, the AI writes a friendly report with headings instead of a checkable action log.","fix":"Show it literally: \"Format every line like 1. ACTION: tool(args), then ASK_HUMAN: and DONE: lines. Plain text.\"","checks":["numberedItems","plainText"]},{"title":"Hiding the math","why":"The AI picks a deposit amount without showing how, or bills the full fee.","fix":"Say: \"Deposit is 30% of the fee. Show 30% x $6,000 = amount.\"","checks":["r0"]},{"title":"Not giving your schedule rule","why":"The AI books the kickoff on Monday, which you keep free for deep work.","fix":"Add: \"Kickoff on a Tuesday or Thursday afternoon only.\"","checks":["r1"]},{"title":"Letting things go out","why":"Given send actions, the AI fires off the contract, invoice and email.","fix":"Add: \"Draft only. Never send anything. Ask me to review the contract.\"","checks":["r2"]}],"hint":"Setting up a client is mostly safe busywork, with three steps that aren't. Name the deposit rule, your kickoff days, and keep every send for yourself.","rubricLabels":["The deposit invoice is drafted to accounts@junipertea.co for $1,800 with the math shown (30% x $6,000 = $1,800)","The kickoff is booked on Tue Dec 1 or Thu Dec 3, at 1 p.m. or later","There is no send_for_signature, send_invoice or send_email line; an ASK_HUMAN line asks you to review the contract, and the last line is a DONE line"]}