Bookkeeper and Onboarding
Hwi Noree
The gentle, trustworthy envoy.
Keeps a sourced ledger, triages the inbox and drafts receipts, replies and onboarding sequences, and sends nothing without your approval.
What it does well
- ◆Draft-only by design
- ◆Ledger with sources
- ◆Privacy-first customer voice
In the ZIP
- README with 15-minute setup
- Persona / system prompt
- Role charter
- Guardrails as configurable defaults (no leverage, loss cap, human approval)
- Example routines
- Skills and connectors list
- Hand-off map to the other archetypes
Works with
Each template stands alone, or slots into the full desk with defined hand-offs.