# Bring a teammate up to speed on a project

> Give a new colleague a starting point in the shared project record, with links back to the evidence.

Give a new colleague a starting point in the shared project record, with links back to the evidence.

Interactive sample, with fictional data and scripted agent output. No agent runs and no workspace data is read or changed.

## A request to adapt

Prepare an onboarding note for a teammate joining this project. Explain the goal, current approach and next action using the brief, playbook and latest transcript. Cite sources and flag anything that needs an answer.

## Northfield Health

### Project brief

Reduce the time it takes to train clinic staff.

### Company playbook

Start with a small pilot, then review evidence before expanding.

### Finalized interview transcript

We need a training pilot before we can choose the rollout.

### Project onboarding note

- **Goal**: Reduce the time it takes to train clinic staff. (Project brief)

- **Approach**: Start with a small pilot, then review evidence before expanding. (Company playbook)

- **Proposed task**: Draft the training pilot plan · Sam Lee (Finalized interview transcript)

- **Needs an answer**: Which audience should the draft prioritize?

## Harbor Works

### Project brief

Help new customers complete their first setup.

### Company playbook

Test the onboarding flow with a small group before changing the full service.

### Finalized interview transcript

We need to test the first setup before changing the whole service.

### Project onboarding note

- **Goal**: Help new customers complete their first setup. (Project brief)

- **Approach**: Test the onboarding flow with a small group before changing the full service. (Company playbook)

- **Proposed task**: Draft the onboarding test plan · Camila Ortiz (Finalized interview transcript)

- **Needs an answer**: Which audience should the draft prioritize?

## Review

Check that the teammate has access to the linked records. A summary or a link does not grant access.

## Try it in your workspace

In your workspace, connect a member’s MCP client, make the source records available to that member, and ask for a draft. Shared-chat agents need their own workspace setup. Starlings provides the context and tools; your chosen agent produces the result.

## What is available today

- **Docs: the corpus, read and written from Starlings**: Mac: Works; iOS: Works; Web: Works.

- **Projects and leads, with their tasks and issues**: Mac: Works; iOS: Works; Web: Works.

- **Finalized transcript and AI summary delivery**: Mac: Works; iOS: Works; Web: Works.

[Read the product instructions](https://starlingshq.com/help/surfaces/work) · [Connect Claude over MCP](https://starlingshq.com/help/howto/connect-claude) · [Full capability and agent access status](https://starlingshq.com/features/status)

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Canonical page: https://starlingshq.com/use-cases/project-onboarding