Help: setting up Client Ops
These are the same steps the setup wizard walks you through, on one page.
1. Business profile
Tell Knorra about your business once. Every flow reads this first, and picks up a change on its next run.
- Business name
- What do you sell?
- Who buys it?
- Your main offer
- Facts you can state
- How should it sound?
- Words or claims to avoid
- Website
- Where are you based?
- Who must never be contacted?
2. Flow interview
Questions for this flow only. Each one says where the answer is used.
- What happens when a new client signs? The welcome email and the onboarding checklist for every new client.
- What do you need from a new client? What the welcome email asks the client for.
- Where do client files live? Where state files are created and where work ready for a check is found.
- How your weekly client update is laid out The structure of every weekly update.
- Weekly update time on Friday When the weekly updates are drafted for your approval.
- Your own quality checklist Every quality check on work before it reaches a client.
- Name to sign with The sign off on every client email.
- Email inbox: which app do you use? The flow works in this app when your Claude can reach it, through its own connector, then Zapier, then files, and keeps it in Knorra otherwise.
- CRM: which app do you use? The flow works in this app when your Claude can reach it, through its own connector, then Zapier, then files, and keeps it in Knorra otherwise.
- Call transcripts: which app do you use? The flow works in this app when your Claude can reach it, through its own connector, then Zapier, then files, and keeps it in Knorra otherwise.
- Documents and notes: which app do you use? The flow works in this app when your Claude can reach it, through its own connector, then Zapier, then files, and keeps it in Knorra otherwise.
3. Requirements check
Everything this flow needs, with what it costs you. Tick each one when you have it.
- A Claude plan with scheduled tasks. The flow runs inside your own Claude on a timetable. Cost: Your existing Claude subscription. Scheduled tasks need a paid Claude plan.
- Your mailbox connected to Claude. Kickoff emails, recaps and updates go from your own address. Cost: A mailbox you already have costs nothing extra.
- A documents app your Claude can write to. Where each client state file lives, for example Google Drive or Notion. Without one the state is kept in Knorra. Cost: Free plans exist for the common documents apps.
- Call transcripts your Claude can read. From a note taker connected to Claude, or a transcript saved to the client folder. Without them the flow skips recaps. Cost: Free plans exist for the common note takers.
4. Connect Knorra to Claude
One guided step adds the Knorra connector to your Claude and signs it in. There is no key to paste.
- In Claude, open Settings, then Connectors.
- Choose "Add custom connector".
- Name it Knorra and paste this address: https://knorra.ai/api/mcp
- Press Connect. A Knorra page opens: sign in with your Knorra email, choose this workspace and press Allow.
- Come back to this page. It confirms by itself when the connector first calls home.
5. Install the starter skill
One download, one upload into Claude. The file carries your licence ID and holds no method of its own.
- Download the skill file below.
- In Claude, open Settings, then Capabilities, and find Skills.
- Choose "Upload skill" and pick the file you downloaded.
- Make sure the skill is switched on.
6. Permissions and connectors
Allow these in order, so scheduled runs are not stopped by a permission prompt nobody is there to answer. For each one, choose the option that allows it for this skill without asking every time.
- Knorra connector. Allow its tools for this skill. Where: Claude, Settings, Connectors, Knorra.
- Your mail connector. Allow searching mail and sending emails. Where: Claude, Settings, Connectors.
- Your documents connector. Allow reading and writing files in your client folder. Where: Claude, Settings, Connectors.
7. Create the schedule
Copy this one short prompt and paste it into a new Claude chat. It creates the scheduled tasks for this flow. It is the only thing you paste in the whole setup.
- Kickoffs and call recaps: Weekdays 09:30. Kickoff packs for new clients, recaps and actions after calls.
- Quality checks: Weekdays 15:00. A pass or fail check on work before it goes to a client.
- Weekly client updates: Fri 14:00. One status update per client for your approval.
- Create these scheduled tasks for my Knorra workspace "your workspace". Each one uses the knorra-client-ops skill and the Knorra connector. 1. Name: "Knorra: Kickoffs and call recaps". When: every weekday at 09:30 (your time zone). Prompt: "Use the knorra-client-ops skill. Run task client-desk." Connectors: Knorra, Mail, Documents, Transcripts. 2. Name: "Knorra: Quality checks". When: every weekday at 15:00 (your time zone). Prompt: "Use the knorra-client-ops skill. Run task client-qa." Connectors: Knorra, Documents. 3. Name: "Knorra: Weekly client updates". When: every Friday at 14:00 (your time zone). Prompt: "Use the knorra-client-ops skill. Run task client-update." Connectors: Knorra, Mail, Documents. Confirm each task back to me with its next run time.
8. Test run
Run the flow once by hand. This page waits for the first report and moves on by itself.
- In a new Claude chat, say: "Run a Knorra test run for Client Ops"
- Sets up one client with a state file, drafts its kickoff email and a weekly update for your approval, and sends nothing.
9. Live
The first good report has arrived. This flow now has a card on your dashboard with real numbers.
- This flow starts in approve first mode. Nothing outbound goes without your yes. After enough approved items, the dashboard offers autopilot.
Stuck on a step? Use the support button on any dashboard page. The message carries the workspace, the flow and the step, so you do not have to explain where you are.