Partner onboarding

Turn a signed partner agreement into an onboarding checklist with owners.

A signed partner agreement is full of obligations that nobody turns into tasks. Hops reads the agreement, builds an onboarding checklist with owners and due dates and keeps each partner’s progress in view.

How it runs: One Space per partner, with its own context, skill and automations.

What it does

• Reads the agreement. Hops pulls every obligation from the signed agreement in Google Drive.
• Turns obligations into tasks. Each one gets an owner and a due date in Asana or Jira.
• Adds your standard steps. It adds the onboarding steps pinned in Space context for every partner.
• Flags unowned obligations. Anything with no clear owner is called out so it does not slip.
• Reports progress weekly. Each Friday it posts what is done, late and blocked for that partner.

Ask Hops

Copy a prompt into any chat with Hops, or mention @Hops in a Space.

Build the onboarding checklist for Brightline from the signed agreement.

Which Brightline obligations have no owner yet?

What is overdue for Northwind's onboarding?

Add our standard onboarding steps to the Globex partner checklist.

Summarize onboarding progress for this partner and what is blocking it.

Example reply:

Brightline onboarding checklist:

• 14 obligations found; 12 assigned, 2 have no owner.
• Next due: certificate of insurance, Nov 5, owner Dana Ortiz.
• Standard steps added: portal access, pricing sheet, kickoff call.

What you get

• A dedicated Space per partner with its own context, Docs and Tables.
• An onboarding checklist Table in Tables with each obligation, owner, due date and status.
• A weekly progress post in the Space chat every Friday, plus a saved progress Doc in Docs.
• Tasks in Asana or Jira for each obligation, when you ask Hops to create them.

Connections needed

Connect these apps. Each card opens Connections in the app.

Google Drive

Signed partner agreements.

Asana

Onboarding tasks (or Jira).

Slack

Posts weekly progress.

Set it up

1. Create the Space

   Create an operations Space for each partner. Add the signed agreement and your standard onboarding steps to Space context.

   See Spaces and Space context.

2. Connect your apps

   Connect the apps above in Connections.

   See Connections.

3. Add the skill

   Give Hops these instructions:

   You onboard partners. Read the agreement, list every obligation as a task with an owner and due date, and add our standard onboarding steps. Flag any obligation with no clear owner.
   

   See Build a skill.

4. Schedule it

   Every Friday Hops posts onboarding progress for the partner in the Space chat and saves a progress Doc.

   See Automation.