2 min read

The Best Onboarding Flow Is a Pull Request

Start with one useful job, review the setup PR, and expand only after the results are clear.

Abstract muted mountain range beneath a pale sky

Most software onboarding confuses completion with value. Create an account. Connect every integration. Click “next” six times. Land in an empty dashboard. The product tour is over; the customer is still on their own.

That model works poorly for software that will operate inside an engineering team. Access is necessary, but access alone is not a role. If software will take initiative around repositories, issues, or team workflows, engineers need to understand what job it owns, when it should act, where its work will appear, and what it must not do.

That is why the best onboarding flow for a Daemon looks less like a setup wizard and more like a pull request.

The idea applies beyond Charlie. Agentic software should start with one useful job, make the operating policy easy to inspect, and expand only after the team sees useful results.

For Charlie, the quickest path is to start with a simple, high-value Daemon from the catalog. The catalog covers common under-owned work such as pull request metadata, failing checks, stale docs, dependency updates, and Linear issue hygiene. Pick the narrow role that removes a real maintenance burden for the team.

For a Daemon, the onboarding flow is short:

  • Ask Charlie to recommend one catalog Daemon for the repository.
  • Connect only the repository and tools that role needs.
  • Charlie starts from the catalog configuration, adapts .agents/daemons/<daemon-id>/DAEMON.md for the repo, and opens a setup pull request.
  • Review what wakes it, what it can change, where its work appears, and when it should stop.
  • Merge the setup PR. Once Charlie has ingested the merged file, the Daemon is live and will run when a matching event occurs or its schedule fires.
  • Review its work in GitHub, Linear, or Slack. Once the first Daemon is working well, ask Charlie to recommend the next one.

The setup PR gives the team something concrete to inspect, merge, observe, and revise. Trust grows from a role that wakes for the right reasons and leaves reviewable work behind.

Agents create work. Daemons do the rest.

Ask Charlie to recommend one simple catalog Daemon for your project and open the setup PR. If Charlie is not connected to the repository yet, install the GitHub App: https://docs.charlielabs.ai/installation