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Onboard a Teammate

Set up a new team member with the right library access and help them connect their AI tools. This workflow uses MCP tools to automate the setup.

When to use this

  • A new hire is joining the team
  • Someone is transferring to your team from another department
  • A contractor needs access to specific documentation

Prerequisites

  • You need Owner role in the libraries you want to share
  • The new member needs a Google account (for authentication)
  • You need their email address

The workflow

Copy-paste prompt 
I need to onboard a new team member to our Lore DB knowledge base.

New member: [EMAIL ADDRESS]
Team: [TEAM NAME]

Please follow these steps:

1. List our current libraries using list_libraries
2. For the following libraries, share the invite links with me:
 - [LIBRARY 1]
 - [LIBRARY 2]
 - Core Playbooks (if we have one)
3. Search for our onboarding documentation:
 search_doc("onboarding guide" OR "new hire setup")
4. Read the onboarding doc and summarize the key steps for me
5. Create a personalized onboarding checklist document titled
 "[Name] — Onboarding Checklist" with:
 - Libraries they should join (with invite links)
 - AI tool setup instructions (link to loredb.dev/docs/guides/connect-cursor)
 - Key documents they should read first
 - Team contacts and escalation paths

After the workflow

Once the new member has joined:

  1. They should connect their AI tool to Lore DB
  2. Add the AI agent instructions to their tool
  3. Start with Viewer access, upgrade to Editor once they’re comfortable

Systems make onboarding faster — add a member to a system and they get access to all its libraries at once. See Set Up Systems.