Technical & Product · Content Creator

Onboarding Guide Template: Write Faster with Attain OS

Create a polished Onboarding Guide in minutes. Atty drafts from your project context; you review and publish. No integrations needed.

Every new hire or new customer needs a clear onboarding guide — but writing one from scratch is tedious. You have to explain the same steps, policies, and tool setups every time. Attain OS with its built-in AI agent Atty lets you draft an Onboarding Guide from your existing project notes, documents, and structure, so you can focus on reviewing and publishing instead of formatting.

Instead of piecing together content from Google Docs, email threads, and PDFs, you get a single content space inside Attain OS. Atty pulls context from your project's People, Documents, and Tasks to generate a near-finished guide. You polish the tone, add your company's voice, and ship it — all without leaving the OS.

Real-world scenarios

Where a onboarding guide earns its keep

New Employee Onboarding for a Remote Team

You run a 20-person remote startup. Every new hire gets lost in Slack channels, Notion pages, and Google Drive folders. With Attain OS, you create an Onboarding Guide in the Content Creator app. Atty drafts a step-by-step guide from your existing Tasks (equipment setup, software access), Documents (handbook, IT policies), and People (mentor assignments). You review, adjust the welcome tone, and publish.

Client Onboarding for a Freelance Agency

As a freelance designer, you onboard clients with a checklist of assets needed, timeline, and communication channels. In Attain OS, you open Content Creator, select 'Onboarding Guide,' and Atty drafts the guide based on your project's Budgets, Appointments, and Notes from the initial call. You edit the language to match your brand and share the final PDF via Sharing Hub.

Volunteer Onboarding for a Nonprofit

Your nonprofit brings in seasonal volunteers. You create an Onboarding Guide covering waivers, schedules, and role expectations. Using Attain OS, you pull from Forms (waiver template), Calendar (training dates), and Structure (team roles). Atty generates a draft that you tweak for clarity. The final guide is stored in Documents and can be shared via a link from Sharing Hub.

With Atty

How Atty gets you to a near-finished draft faster

  1. 1
    1. Open Content Creator & Select Onboarding Guide

    In Attain OS, go to the Content Creator app and choose 'Onboarding Guide' as your deliverable. Atty will ask you to select the project context — the People, Tasks, Documents, and Structure that hold the information you need.

  2. 2
    2. Atty Drafts the Guide from Your Project Context

    Atty scans your selected project items: People (roles, contacts), Tasks (setup steps, deadlines), Documents (policies, handbooks), and Structure (team hierarchy). It assembles a coherent draft with sections like Welcome, Setup Checklist, Training Timeline, and Point of Contact.

  3. 3
    3. Review, Edit, and Brand the Draft

    You read the draft in the Content Creator editor. Adjust the tone, add your company's specific greetings, remove anything irrelevant, and insert your logo or brand colors. Attain OS doesn't auto-brand, so you add that manually.

  4. 4
    4. Publish and Share via Sharing Hub

    Once polished, publish the Onboarding Guide. It becomes a document in the Documents app. Use Sharing Hub to generate a link or share it directly with new hires or clients. No export needed — it lives inside Attain OS.

Sample output

What you walk away with

A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.

document · draft

Welcome to [Company Name] – Your Onboarding Guide

Before Your First Day

Complete these items before Day 1: 1) Sign and return your offer letter via the Forms app. 2) Set up your computer using the instructions in the IT Setup task. 3) Review the Employee Handbook in Documents. If you have questions, message your assigned buddy in People.

First Week Schedule

Your first week includes: Monday 9am – Welcome meeting with your manager (Calendar appointment). Tuesday – Security training (watch the video in Documents). Wednesday – Set up your tools (follow the Task checklist). Thursday – Meet your team (scheduled via Appointments). Friday – Submit initial feedback via Forms.

Key Contacts

Your onboarding buddy: [Name] – reachable via Atty Chat or WhatsApp+Atty. IT support: submit a Smart Ticket. HR questions: message the People app. All contacts are listed in the People app under your project.

Ready to start? Open your Onboarding Guide in the Content Creator app today.
Key takeaways
  • Draft a complete Onboarding Guide in minutes by letting Atty generate from your existing project data.
  • Review and polish the draft in Content Creator — no need to switch between tools.
  • Share the final guide via a link from Sharing Hub; it stays accessible inside Attain OS.
FAQ

Frequently asked questions

Can I export my Onboarding Guide to a PDF?

Attain OS does not export to third-party formats. You can share the guide via a link from Sharing Hub, or copy the text manually if needed. The guide lives inside the Documents app.

Does Atty automatically include my company logo?

No. Atty drafts the text content only. You add your logo, brand colors, and any images manually in the editor.

Can I reuse an Onboarding Guide for different roles?

Yes. In Content Creator, you can select a different project context (e.g., different People and Tasks) and Atty will draft a new guide tailored to that role. You can also save a draft and edit it later.

How does Atty know what to include in the guide?

Atty reads the project context you select: it pulls from Tasks (checklist items), Documents (policies), People (contacts and roles), and Structure (team hierarchy). The more you've set up in those apps, the richer the draft.

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