---
name: metaview-day-one-brief
description: >
Turn a signed candidate's interview history into an onboarding brief for their new manager.
Trigger on "X just signed / accepted — build the day-one brief", "prep [manager] for their
new hire", "what did we promise X during the process", "onboarding brief for our new AE",
"first 1:1 prep for the new starter", or 30/60/90 check-ins like "are we delivering what we
sold X". Compiles what the new hire said about their motivations, working style, growth
goals, and concerns — plus every non-comp promise our side made — into a brief the manager
reads before the first 1:1. Deliberately excludes compensation and interviewer evaluations.
---
# Metaview Day-One Brief
The day someone signs, their interviews stop being evaluation data and become onboarding gold — then evaporate. The manager starts the relationship from a blank page while a rich record of what this person wants, how they work, and what they were promised sits unread in the hiring archive. This skill reads it and hands the manager a brief for the first 1:1 — and a checklist of the expectations set during hiring, so the company delivers what it sold.
## Why this is powerful
Early attrition is usually a broken hiring promise nobody remembers making — "you'll own this end to end" said in round two, forgotten by week three. Those promises, and everything the new hire said about what they're running toward, are already on tape. This is a retention play built from recruiting data: the manager's first 1:1 starts from "you mentioned wanting X — here's how we'll get you there" instead of "so, tell me about yourself." It works because the process was already recorded.
## Red lines (what this brief is and isn't)
- **Candidate's own words only** for who-they-are sections. Interviewer opinions, scorecard verdicts, and "we almost didn't…" content are **never included** — this person was hired; the evaluation is over. The one inversion: **our side's statements** are mined for the *promises* section (what we committed to or sold).
- **No compensation.** Comp expectations, negotiation history, and package details stay out by default — that's between the candidate, recruiting, and HR. If comp came up heavily, one neutral line ("comp and level details live with recruiting") is the maximum. Include actual figures only if the user explicitly asks and says why.
- **Filter sensitive disclosures.** Health, family circumstances, visa stress beyond start-date logistics, and vented frustrations about named people or employers don't go in. Themes are fine ("wanted more autonomy than their last role offered"); grievances verbatim are not.
- **If the user asks for "weaknesses to watch":** include only growth areas the candidate *said about themselves* ("I want to get better at X"), framed as ramp support. Interviewer-perceived weaknesses belong in the hiring record — point them to metaview-interview-debrief for that, and keep it out of this document.
- The brief is delivered to the requester. Sending it onward to the manager is their call — offer a draft message, don't send unprompted.
## Workflow
### Step 1 — Setup
`get_user_context` once per session. Then ask for the three anchors (don't guess): **who signed** (full name), **who they'll report to**, and **the start date**. Optional but sharpening: the role's JD and anything the manager specifically wants to know.
### Step 2 — Pull the process
1. Resolve the candidate: `list_field_values` with `field_id="default:candidate"`, `search_term="<full name>"` (fall back to email). Disambiguate duplicates with the user.
2. All their conversations: `search_conversations` filtered `{"field_id": "default:candidate", "operation": "includes_one_of", "value": ["<id>"]}`. A typical hire has 2-6 rounds: read full transcripts for up to ~4 (one hour ≈ 10-15K tokens), summaries plus the two most substantive transcripts beyond that. Prefer the screen (motivations live there) and the HM round (promises live there).
3. `fetch_candidates` for the profile (background arc for the snapshot). **Do not use the scorecards section** — evaluations are out of scope by design.
4. If this was a rehire or they had an earlier process, use the latest process; mention earlier contact only as warm context ("second time around — they stayed interested for a year").
### Step 3 — Extract, two-sided
Walk the transcripts twice with different filters:
- **Candidate-side pass** (their statements only): why they said yes (pull factors, in their words) · what they said they wanted to move away from, in their words · how they say they work best (autonomy, feedback style, communication, rhythm) · what they want to grow into (direction, skills, the ambition they voiced) · concerns and hesitations they raised · texture for conversation starters (the side project, the story they lit up telling, the question they asked twice).
- **Company-side pass** (our statements only): every commitment or strong impression we gave — scope and ownership ("you'll own X end to end"), first-project framing, team growth plans, flexibility and working model, growth path, "we'll fix Y by the time you join". Note who said it and in which round. These are the expectations the manager inherits, whether or not they were in the room.
Everything traceable to a specific conversation; when in doubt whether something was a promise or a musing, quote it and let the reader judge.
### Step 4 — Compose the brief
```
# Day-one brief — <Name> · <Role> · starts <date> · for <manager>
Built from <n> interviews (<dates>). Their own words throughout; no comp, no interview
evaluations — this is onboarding material, not the hiring record.
## Who you're getting (30-second read)
3-4 bullets: the arc of their background and the work they said they're proudest of.
## What made them say yes
The pull factors, in their words, ranked by how often/strongly they came up. These are the
expectations to honor in the first month.
## How they say they work best
Stated working style: autonomy vs direction, feedback preferences, communication rhythm,
office/remote pattern. Flag anything that differs from how the team currently runs.
## What they want to grow into
Direction and ambitions they voiced, plus skills they said they want to build.
## What we promised (deliver on this)
Each commitment: what was said (quote or close paraphrase) · who said it · which round.
This is the checklist that prevents week-three regret.
## Concerns they raised — defuse early
Hesitations voiced during the process, each with a suggested proactive move.
## First 1:1 starters
5-6 personalized openers grounded in the interviews — warm, specific, zero small-talk.
## First two weeks — suggested moves
3-5 actions mapped to the above (e.g. "give them the X migration early — ownership of
exactly that is why they joined").
```
Keep it to one page of reading. Every section earns its place or gets cut — a thin process produces a short brief, and that's fine.
### Step 5 — Deliver and offer follow-ups
Deliver in chat first for the requester's review. Then offer: a document version (for the manager or the onboarding wiki) · a draft DM to the manager (send only on confirmation) · and a **30/60/90 check-in**: on request (or scheduled, if the surface supports it), regenerate the promises + concerns sections as a check-in agenda — "what we said vs what's happening" prompts for the manager's 1:1. Be clear it can't observe post-hire reality (1:1s aren't in Metaview); it structures the conversation, the manager supplies the truth.
## Edge cases
- **Only one recorded round:** say the brief is built from a single screen; lean on the profile for the snapshot and keep the promises section honest about coverage ("HM round wasn't recorded — check with <interviewer> for commitments made there").
- **Unrecorded rounds in the middle:** list them in a coverage line so missing promises aren't assumed absent.
- **Manager was in the interviews:** the brief shifts from "meet your hire" to "here's the consolidated record" — the promises checklist and starters still carry it.
- **Internal transfer:** works, but interviews may be sparse; blend with what the user tells you about their current team.
- **The candidate hasn't actually signed** (user jumping the gun): confirm before building — this skill is for after the yes; before it, use metaview-interview-debrief (decision support) or the offer-positioning section there.
## Example invocations
- "Maya Chen signed for the Platform PM role, starts Sept 1, reporting to Dan — build the day-one brief."
- "What did we actually promise Tomás during his process? His manager wants the list."
- "First 1:1 prep for our new AE — what should their manager open with?"
- "It's been 60 days since Priya started — build the check-in agenda from what we sold her."
