// CYNDRA_ONBOARDING / 03_FIRST_WEEK

First week with your agent

Day 1, your agent knows almost nothing about you. Day 7, it knows your tone, your calendar, your inbox, your team, and what "urgent" means in your world. Here's how to get there fast.

The first-week mindset

Your agent learns by doing. Every message you send, every correction you make, every preference you share — it remembers. The clients who get the most value in week 1 are the ones who treat it like a new hire on day 1: clear, patient, and constantly correcting.

  • Talk to it the way you'd talk to a smart, eager assistant who's never met you. Tell it your name, your title, what you do, what you don't.
  • Correct it out loud. "Too long, give me 2 sentences." "That's not how I'd phrase it." "Don't use exclamation marks." Each correction sticks.
  • Ask it to remember. "Remember I prefer Slack over email when possible." "Remember Sarah is my COO, treat her requests as priority."
  • Don't apologize for asking too much. The whole point is to push it.
  • If it does something brilliant, tell it. The agent saves successful patterns and replays them.
Rule of thumb: if you find yourself explaining something more than once, say "remember this for next time" at the end. The agent will save it as a preference and stop making you repeat.

Day-by-day playbook

A loose week-1 schedule. None of it is mandatory. But clients who follow this shape get to a smart agent in 7 days instead of 30.

Day 1

Talk to it like a person

Tell it your name, role, company, time zone, and your communication style. Ask it three things you'd normally Google. See how it responds. If you're not happy with the tone, tell it.

Test prompts: "Summarize my emails from today." "What do I have on tomorrow?" "Remind me to call Mark at 3."

Day 2

Push the inbox

Make it triage email. Tell it which senders are priority, which are automated, which to flag for you, which to ignore. Have it draft 2-3 replies in your voice — let it send the easy ones, you review the harder ones.

Test prompts: "What needs my response today?" "Draft replies to anything from a client." "Sarah's a colleague, treat her thread as priority."

Day 3

Calendar + scheduling

Have it book a meeting end-to-end. "Find a 30-minute slot next week with Alex, send the invite, include a Zoom link." Tell it your scheduling rules — no meetings before 10am, focus blocks on Tuesdays, etc.

Test prompts: "Block 9-11am every day for deep work going forward." "If anyone asks for next Friday, I'm out."

Day 4

The annoying-thing test

Pick the most annoying recurring task in your week — anything you do over and over. Hand it to the agent. Watch it stumble. Correct it twice. By the third try it's usually doing it right.

Examples: weekly client status emails, daily report summaries, finding old files, drafting follow-ups, expense receipts, monthly invoicing reminders.

Day 5

Add a real integration

Pick one tool you live in — your CRM, your Notion, your project tracker, your bank account, your calendar. Ping us in Telegram and we'll wire it up that day. Most integrations take 15-30 minutes.

Day 6

Try the bold thing

Ask it to do something you didn't think it could. Build a dashboard. Write a 2-page report. Call an API. Pull data from a public source and summarize. The agent surprises people on day 6 — that's when most clients get hooked.

Day 7

Reflect + follow-up call

By now you have signal. Ask the agent "based on this week, what should I automate next?" — it'll have ideas. Bring those to the follow-up call. We'll wire up scheduled tasks, more integrations, and tune the agent's autonomy level based on what you trust.

Teaching it your style

The agent picks up your tone fast if you're explicit. Vague feedback ("I don't like that") takes 5x longer to land than specific feedback ("too formal — use lowercase, no exclamation marks, max 2 sentences").

Things to tell it explicitly

  • Email tone (formal / casual / punchy / warm / direct).
  • Length default ("keep emails under 4 sentences unless I say otherwise").
  • Sign-off ("always sign emails 'Cheers, Alex' unless it's a first-time client").
  • Capitalization ("never use sentence case in subject lines").
  • Forbidden words (every founder has 5-10 — "never use 'thrilled', 'circle back', or 'just wanted to'").
  • Default urgency posture ("always check in before sending anything to a client").

The fastest way to teach voice

Forward 5 emails you've sent in the last week to your agent and say "match this voice for everything you draft going forward". The agent reads them, extracts your patterns, saves them, and applies them. Takes 60 seconds and saves a month of back-and-forth.

How memory and skills work

Memory

Every important fact your agent learns gets saved to a memory file: who's on your team, your work hours, your preferences, recurring tasks, sensitive topics to avoid. You can ask "what do you remember about me?" any time and it will read its memory back to you.

Memories are editable. If something is wrong, say "forget that" or "update that — actually I'm the CTO not the COO". Done.

Skills

A skill is a saved how-to. "How I write a weekly client email." "How I prep for a sales call." "How I write a job description." You build them by walking the agent through the task once, then saying "save this as a skill called X". Next time you say "run the X skill" it does the whole flow.

Most clients have 5-10 skills by month 2. The library compounds — every skill is a personal SOP your agent now executes on demand.

When to ping us vs handle yourself

Handle yourself (just talk to the agent)

  • Wrong tone, wrong format, wrong info → tell it, correct it, save the correction.
  • Want it to remember a preference → tell it, ask it to remember.
  • Want a new skill → walk it through once, save it.
  • Slow response → ask it to check its own status. It usually self-diagnoses.
  • Refuses something it should be able to do → push back. Say "try anyway" or "explain why you can't, then try a different approach".

Ping us (drop a message in our shared Telegram)

  • It's not responding at all (more than 2-3 minutes).
  • An integration broke (Gmail OAuth expired, calendar disconnected, etc).
  • You want a new integration (CRM, Slack, anything new).
  • You want to change something deep — agent's name, personality, autonomy level, scheduled tasks, working hours.
  • Something feels off and you can't put your finger on it.
Default response time: we usually reply within an hour during business hours, sometimes within minutes. If it's broken-broken, mark it urgent and we'll prioritize.

First-week gotchas

  • Agent forgets things between conversations. Usually means you didn't say "remember this". Memory is opt-in for context-window reasons — be explicit and it sticks.
  • Agent over-explains. Tell it "shorter, less preamble". It'll dial back fast.
  • Agent asks permission for everything. By design on day 1. After a week of trust, we tune that down per category — "send emails to anyone in this list without asking", etc.
  • Agent sends a weird response. Sometimes a model has an off moment. Tell it "that was wrong, try again" — usually fixes it. If it keeps happening, ping us.
  • Token budget warnings. If you're a heavy user, you might hit your Claude/OpenAI plan limits in week 1. We'll see it on our end and bump you to the higher tier if you're not already.
  • Mac mini sleeps. Shouldn't, but if it does, the agent goes silent. Wake the Mac and you're back. Tell us — we'll lock down sleep settings.

// NEXT

Next: extending your agent

Once your agent has the basics, what else can you plug in? Channels, integrations, scheduled tasks, multi-agent setups — the full menu.

04 — Extending your agent