Table of Contents
- Tools Needed
- Step 1: Create Onboarding Content with Context
- Gather Role-Specific Context
- Provide Context to ChatGPT
- Example Prompt
- Document Processes with Scribe AI
- Combine Materials
- Step 2: Automate Role-Specific Onboarding Templates
- Generate Templates with ChatGPT
- Example Prompt
- Leverage Modular Content
- Integrate with Project Management Tools
- Step 3: Real-Time Support with AI Chatbots
- Deploy a ChatGPT-Based Chatbot
- Route Complex Queries
- Step 4: Track Progress and Gather Feedback
- Monitor Onboarding Milestones
- Collect Feedback Dynamically
- Analyse Feedback with ChatGPT
- Step 5: Scale and Iterate for New Roles
- Expand Modular Content
- Automate Updates
- Review Effectiveness
Tools Needed
- ChatGPT (GPT-4 Turbo) – for generating personalised onboarding content.
- Scribe AI – for automatically documenting workflows and processes.
- Zapier – to automate workflows between tools.
- Google Sheets – for tracking onboarding progress and centralising data.
- Slack or Microsoft Teams – for real-time communication.
Step 1: Create Onboarding Content with Context
Gather Role-Specific Context
Collect job descriptions, key responsibilities, and expected outcomes for each role.
Identify company values, culture, and mission to embed into the onboarding experience
Collate FAQs from HR or team leads to address common new hire queries.
Provide Context to ChatGPT
Use the gathered information to craft a detailed prompt for ChatGPT.
Example Prompt
“Create an onboarding guide for a new [role, e.g., Marketing Manager] at [Company Name]. The guide should include company values, a 30-60-90 day plan, role-specific goals, and FAQs such as ‘What tools will I need?’ and ‘How is success measured?'”
Document Processes with Scribe AI
Use Scribe AI to record step-by-step guides for workflows like setting up tools, accessing internal systems, or completing recurring tasks.
Save these guides in a central repository for quick access.
Combine Materials
Merge ChatGPT-generated content and Scribe AI workflows into a unified onboarding package.
Store materials in Google Drive, Airtable, or your company’s intranet.
Step 2: Automate Role-Specific Onboarding Templates
Generate Templates with ChatGPT
Prompt ChatGPT to create role-specific onboarding templates dynamically.
Example Prompt
“Create an onboarding template for [role, e.g., Data Analyst] including sections for Role Overview, Tools and Platforms Needed, Key Responsibilities, and Training Modules.”
Leverage Modular Content
Use pre-built blocks for common onboarding topics like company policies, compliance, and standard tools.
Automate the combination of role-specific modules with generic content using tools like Zapier or Airtable automations.
Integrate with Project Management Tools
Push onboarding tasks into Trello, Asana, or Monday.com for easy tracking and delegation.
Include links to Scribe AI workflows and ChatGPT-generated content in each task card.
Step 3: Real-Time Support with AI Chatbots
Deploy a ChatGPT-Based Chatbot
Integrate ChatGPT into Slack or Microsoft Teams to answer FAQs and provide links to onboarding materials.
Train the chatbot with role-specific content to enhance relevance.
Route Complex Queries
Use Zapier to escalate unresolved chatbot queries to HR or IT teams automatically.
Step 4: Track Progress and Gather Feedback
Monitor Onboarding Milestones
Use Google Sheets to track training module completions, task progress, and feedback submissions.
Automate task reminders via Zapier for pending actions.
Collect Feedback Dynamically
Use Google Forms or Slack polls to gather feedback on onboarding materials and processes.
Analyse Feedback with ChatGPT
Input feedback into ChatGPT with a prompt like:
“Analyse this feedback from new hires and recommend updates to the onboarding process.”
Step 5: Scale and Iterate for New Roles
Expand Modular Content
Continuously add role-specific modules to your onboarding library using ChatGPT and Scribe AI.
Automate Updates
Use Zapier to trigger updates across all relevant materials when company policies, tools, or workflows change.
Review Effectiveness
Schedule periodic reviews of onboarding success metrics such as time-to-productivity and new hire retention rates.