Build a complete onboarding flow by copying this prompt into Taskade Genesis. This prompt generates an onboarding app with guided checklists, progress tracking, and automated resource delivery.
The Prompt
Build an onboarding flow system with a multi-step checklist, progress tracker, and resource library. Include phases for account setup, product tour, first project creation, team invitation, and integration connection. Each step should have a title, description, estimated time, help link, and completion status. Add an AI agent that personalizes the onboarding sequence based on user role and goals, suggests relevant templates and tutorials at each stage, and identifies users stuck on a step for more than 2 days. Set up automations that send welcome guides on signup, progress milestone emails at 25%, 50%, and 100% completion, and re-engagement nudges for users inactive for 3 days.
What You Get
- Projects: Onboarding checklist database, resource library, user progress tracker
- AI Agent: Personalization engine that adapts the flow based on role and goals
- Automations: Welcome emails, milestone notifications, re-engagement nudges
- Views: Board view for progress pipeline, List view for checklists, Table view for user tracking
Customize Further
- Add role-based paths with different checklists for Owners, Editors, and Viewers
- Connect to your knowledge base for contextual help at each step
- Set up completion certificates or badges for gamification
- Add Slack notifications for team onboarding updates
Browse onboarding tools in the Community Gallery.