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Set up accounts for a new employee

Invites to each tool your team uses, with the same access as a colleague in the same role.

  • You start it: When you start it
  • Asks you first
Use in CuiarRun from your AI agent

What it does

The task

Set up accounts for the new employee with the work e-mail address work address. Open the admin panel of each tool in this list: tools. In each tool, find the existing user model user and prepare an invite with the same groups, teams and permissions. Do not give admin rights. Ask me before you send each invite. Then write a checklist in a new Google Doc with each tool, the access given and the status.

  • It works in any admin panel, Slack, Notion and Google Docs, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.
  • It stops for your approval before it sends, posts, pays, books or changes a record.

What you give it

BlankWhat to giveExample
work addressThe new employee's work e-mail addresssam.ito@northpeak.io
toolsThe tools to set up, separated by commasGoogle Workspace, Slack, Notion, Asana
model userA colleague in the same role whose access to copylena.berg@northpeak.io

What you get back

An example run with the example values above. Your run uses your own data.

Accounts for sam.ito@northpeak.io, copied from lena.berg@northpeak.io

ToolAccessStatus
Google WorkspaceGroup ops-team, shared drive OperationsInvite sent
SlackChannels #ops, #general, #officeInvite sent
NotionTeamspace Operations, memberInvite sent
AsanaTeam Ops, 4 projectsNot sent: no free seat

Checklist saved as "Onboarding accounts: Sam Ito".

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 3 blanks

    Type work address, tools and model user. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Set up accounts for the new employee with the work e-mail address sam.ito@northpeak.io. Open the admin panel of each tool in this list: Google Workspace, Slack, Notion, Asana. In each tool, find the existing user lena.berg@northpeak.io and prepare an invite with the same groups, teams and permissions. Do not give admin rights. Ask me before you send each invite. Then write a checklist in a new Google Doc with each tool, the access given and the status."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Set up accounts for a new employee" template with work address = sam.ito@northpeak.io; tools = Google Workspace, Slack, Notion, Asana; model user = lena.berg@northpeak.io.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Set up accounts for the new employee with the work e-mail address sam.ito@northpeak.io. Open the admin panel of each tool in this list: Google Workspace, Slack, Notion, Asana. In each tool, find the existing user lena.berg@northpeak.io and prepare an invite with the same groups, teams and permissions. Do not give admin rights. Ask me before you send each invite. Then write a checklist in a new Google Doc with each tool, the access given and the status."
  }
}

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