Before
Onboarding was a series of manual handoffs, emails from one person, a spreadsheet update from another, a message in Slack asking what came next. There was no single source of truth. Steps got missed. New users had inconsistent experiences depending on who was handling it that week. And the internal team spent more time managing the process than running the business.
Onboarding happened across emails, spreadsheets, and Slack. No one had a clear view of where any new user was in the process.
The quality of onboarding depended entirely on who was handling it. Some users were set up perfectly. Others were forgotten.
Internal workflows had no structure. Tasks piled up waiting for someone to manually trigger the next step.
What We Built
Automated end-to-end onboarding sequence for new users and staff
Structured internal workflow system replacing manual handoffs
Communication triggers and status tracking across the full operation
Dashboard visibility so the team can monitor without managing
Eliminated manual follow-up from the onboarding process entirely
After
Now when a new user or staff member is added, the entire onboarding sequence triggers automatically. Welcome communications, access setup, task assignments, follow-up check-ins, all of it happens in order, on schedule, without anyone managing it. The internal team monitors from a dashboard. The process just runs.
How It Works
A new user or staff member is registered in the system.
Automated welcome communications go out immediately, email, instructions, next steps.
Required access and configurations are triggered automatically based on role.
Internal tasks are assigned and tracked. No manual handoffs between team members.
Automated check-in at day 3 and day 7. Issues flagged. Nothing slips through.
Measured outcomes
Oblique Path mapped our entire onboarding process and automated it end to end. What used to take our team days now runs without anyone touching it.
Operations Lead, Aerrand
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