> ## Documentation Index
> Fetch the complete documentation index at: https://docs.spinnable.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding Plans

> Step-by-step guides to onboard workers for specific use cases

Onboarding plans are ready-to-follow guides that help you set up workers for common business tasks. Each plan includes:

* **What the worker can do** — capabilities after onboarding
* **Tools to connect** — required integrations
* **Process overview** — the workflow being automated
* **Step-by-step setup** — exact instructions and conversation examples

<CardGroup cols={2}>
  <Card title="Executive Assistant for Calendar Management" icon="calendar" href="/onboarding-plans/ea-calendar-management">
    Manage your calendar, send daily briefings, optimize your schedule, and let others book meetings through your EA
  </Card>

  <Card title="Accountant for Receipt Management" icon="receipt" href="/onboarding-plans/accountant-receipt-management">
    Handle receipt collection, expense categorization, and monthly accountant submissions
  </Card>
</CardGroup>

## How to Use These Plans

<Steps>
  <Step title="Choose a plan">
    Find the onboarding plan that matches your use case
  </Step>

  <Step title="Connect the tools">
    Make sure the required tools are authorized for your worker
  </Step>

  <Step title="Follow the steps">
    Copy the conversation examples and adapt them to your needs
  </Step>

  <Step title="Test and refine">
    Send a test task to confirm everything works, then refine as needed
  </Step>
</Steps>

<Info>
  Don't see your use case? These plans serve as templates — adapt them to your specific workflow or [contact us](mailto:support@spinnable.ai) to suggest new ones.
</Info>