Convert your onboarding documents into a guided new-hire wiki with a sequenced reading path, task checklists, and an AI assistant that answers day-one questions — in minutes. The Onboarding Guide Portal is live on this page: try it, then clone and own it in one click. New employees ramp themselves without interrupting the team.
Taskade Genesis reads your handbooks, policies, and process documents, sequences them into an ordered onboarding path, and builds task checklists for accounts, training, and first-week intros. The Relationship field links each milestone to its owner, supporting document, and calendar event — so day one is a connected workflow, not a list of separate emails. Seven project views cover every onboarding angle: a List for the reading path, a Board for onboarding task stages, a Calendar of week-one milestones.
The embedded AI agents with 33 built-in tools answer questions from your policy documents — a new hire asks "what's the PTO policy?" and gets the answer from your actual handbook, not a generic response. Built-in automations trigger on the start date: they fire the welcome email, create the checklist, schedule the first sync, and send reminders — all through 100+ bidirectional integrations: pull the start date from your ATS or HRIS, push the welcome package via Gmail or Slack.
On Business plans, add GenesisAuth client logins and a custom domain so new hires access a branded onboarding portal before their first day — not a shared Notion link. Browse the Community Gallery with 150,000+ cloneable portal apps, or generate a custom onboarding flow from a prompt.
Workspace DNA — Memory (your onboarding docs) → Intelligence (agents that answer questions and track progress) → Execution (automations that run the first week) — makes onboarding repeatable and self-running.
Common questions
How long does it take to set up for a new cohort?
The wiki generates once from your documents and reuses for every new hire. Add a new employee record and the automations handle the rest — the onboarding portal provisions itself.
Can we customize the checklist for different roles?
Yes. Describe your role variants when you generate the app. Taskade Genesis creates separate reading paths and checklists per role, linked to the same shared policy documents.
Can new hires complete tasks and mark progress in the portal?
Yes. Each hire works through their own scoped onboarding space with task checkboxes, file uploads, and the AI assistant — progress is visible to the manager in the main Board view.
See onboarding templates, HR automation workflows, and related converters: folder to team wiki, documents to living knowledge base.