Automate Onboarding
Generate onboarding checklists, welcome emails, training materials, and presentations by delegating tasks on any channel.
Chatari automates onboarding by generating materials on demand. Text, call, email, or Slack a request like "create an onboarding checklist for a new marketing manager" and receive a finished document. Chatari produces welcome emails, training presentations, process documentation, and role-specific guides, then delivers them to your phone, email, or Slack. No templates to maintain. Every piece of content is generated fresh for the specific role and context.
Onboarding Is Manual and Repetitive
Every new hire needs a welcome email, a checklist, training materials, and presentations. Every new customer needs setup guides and intro calls. HR and customer success teams spend hours assembling the same types of documents, customized slightly each time.
- Welcome emails and checklists are copy-pasted and edited manually for each new hire
- Training materials go stale because nobody has time to update them
- Customer onboarding decks require customization for each account
- Onboarding follow-up calls fall through the cracks when teams are busy
How Chatari Handles It
Describe what you need
Text, email, or Slack Chatari with the onboarding task. "Create a 30-60-90 day plan for a new sales director starting March 1st."
Chatari generates the materials
The AI routes your request to the best model for the task. Text content, presentations, and detailed documents are generated and formatted automatically.
Deliverables arrive on your screen
Finished materials are sent directly to your channel. A welcome email draft arrives in your inbox. A presentation link comes to your phone. No dashboard to check.
Follow up by call
Chatari can make outbound calls to new hires or new customers for check-ins during the onboarding period.
Example Workflows
Real examples of how you can delegate this task across different channels.
"Create a first-week checklist for a new frontend developer"
Detailed checklist with setup tasks, tools to install, repos to clone, and people to meet. Delivered as a text response. 4 credits.
"Draft a welcome email series for new enterprise customers. 3 emails over the first 2 weeks."
Three-email sequence with subject lines, personalization fields, and send timing. Delivered to your inbox. 8 credits.
"Build an onboarding presentation for our Q2 cohort of 8 new hires in the product team"
Full HTML presentation covering company overview, team structure, tools, and first-month milestones. Link posted in your Slack channel. 10 credits.
"Call our new customer at Acme Corp and walk them through account setup"
Chatari calls the customer, guides them through setup, answers questions, and logs the call outcome. 28 credits/min.
What Gets Delivered
Checklists & Guides
Role-specific onboarding checklists with tasks, timelines, and resources.
1-8 per documentEmail Sequences
Welcome email series with subject lines, body copy, and send timing.
1-8 per emailPresentations
Onboarding decks with company info, team structure, and role expectations.
10 per presentationOnboarding Calls
Outbound calls to new hires or customers for guided setup and check-ins.
28 per minuteFrequently Asked Questions
Can Chatari create onboarding materials for specific roles?
Yes. Describe the role, team, and any specific context, and Chatari generates materials tailored to that position. A checklist for a new frontend developer will be different from one for a sales director.
What format do onboarding presentations come in?
Presentations are generated as full HTML documents you can view in any browser and share via link. They include sections, formatting, and structure appropriate for an onboarding deck.
Can Chatari make follow-up calls to new hires?
Yes. Chatari can make outbound calls to check in during the onboarding period, answer questions, and confirm that new hires have what they need to get started.
How much does it cost to generate onboarding materials?
Text-based content (checklists, email drafts) costs 1-8 credits. Presentations cost about 10 credits. Outbound calls cost 28 credits per minute. A Starter plan ($19/month) includes 1,100 credits, enough for dozens of onboarding documents.
Can I request onboarding materials on Slack?
Yes. Message Chatari on Slack with your request, and the finished materials are delivered right in your Slack channel where your team can see and use them immediately.
Does Chatari replace our HR system?
No. Chatari generates onboarding content and handles follow-up communication. It works alongside your existing HR tools by producing the materials your team needs without manual writing.
Ready to automate onboarding?
Start delegating tasks by text, call, email, or Slack.
Get StartedPlans start at $19/month. All channels included.
Related Use Cases
Reviewed by Chatari Editorial Team. Last updated: 2026-02-25.