Use Cases / Workflows
Onboarding Checklist
Generate personalized onboarding documents in minutes
Overview
Generate personalized onboarding packets using examples from your Knowledge Base, and personalized using information from a Deal.
Onboarding documents are typically created using the Customize Template workflow. This allows you to leverage AI-generated personalized content directly inside your .xlsx spreadsheets, .pptx presentations, or .docx documents.
![template for an onboarding packet](https://mintlify.s3-us-west-1.amazonaws.com/dealpage/images/onboarding-template.png)
Template Customization
Clickthrough Demo
How it Works
- Create a Template: Upload an onboarding document as a Template in the Templates tab (or start from scratch). See more details in the Templates section. It’s helpful to use loop variables to dynamically generate multiple rows for action items.
- Customize with Deal Context: Choose Customize a Template from a Deal’s Action Menu. Then choose the Onboarding Template you’d like to customize.
- Draft: DealPage will automatically fill out the template using information from your Deal and your Template’s instructions. Review and edit the draft response as needed.
- Finalize Response: Finalize the response and export it into the desired format such as Powerpoint, or PDF.
![filled out template for an onboarding packet](https://mintlify.s3-us-west-1.amazonaws.com/dealpage/images/onboarding-filled.png)
Tips
- Provide examples and detailed instructions: The better the instructions in your Template, the more accurate the draft response will be.