Daily Brief
Give me my onboarding brief for today — which projects need me, what's overdue, and what's at risk of missing its go-live.
Uses
Onboard AI
Work Where You Already Work
Your onboarding plan, live inside Claude and ChatGPT. No twelfth tab, no new tool to roll out - just the assistant your team already has open, now fluent in every launch.
Message Claude…
The Problem
The Plan Lives in One Place.
The Work Happens in Many Places.
Your onboarding plan is in Onboard. But the actual work - the emails, the CRM updates, the Slack threads, the status reports - happens across a dozen other tabs. So the plan and reality drift apart.
Risk Hides in the Gaps
The overdue task, the stalled thread, the stakeholder who quietly changed - they surface between the tools, where nobody's looking. By the time it hits the plan, the go-live has already slipped.
Reporting Eats the Week
Stitching status from Salesforce, Gmail, and five spreadsheets is a manual ritual your team runs every Monday. Hours spent reporting on the work instead of doing it.
Another Tool Isn't the Answer
One more in-app AI copilot means one more tab to open and one more login to remember. Your team doesn't need another destination - they need the plan to come to them.
Our Approach
We Didn't Build Another Agent. We Bring Onboard to Yours.
Onboard stays the system of record for the plan. MCP hands it to the AI assistant your team already has open, which orchestrates the work across your whole stack. Do your work where you're already working.
Source of Truth
Onboard
The plan, tasks, owners, milestones, and customer portal. Every launch, structured and current.
- Project plans & templates
- Task owners & deadlines
- Customer portal
Where You Work
Claude & ChatGPT
The orchestration layer. It reads the plan, decides what matters, and does the work — with you approving every action.
- Morning briefs & risk flags
- Drafted replies & nudges
- Cross-tool status rollups
Where Work Happens
Your Stack
Gmail, HubSpot, Slack, Calendar, Zoom, and more. The assistant acts here on your behalf — with your permissions.
- Gmail
- HubSpot
- Slack
- Calendar
- Zoom
See It Work
Real Prompts. Real Actions. Inside the Assistant You Use.
Onboard AI reads the plan and acts across your tools. You stay in control - nothing sends without your say.
Ask Once. It Reads Across Every System.
"Prep me for the Northbeam call" pulls the plan from Onboard, the deal from HubSpot, and the last two email threads from Gmail — then hands you a brief and a drafted follow-up, ready to send.
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One question, one answer - no tab switching
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Onboard's plan grounds every answer in the real timeline
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Drafts arrive written in your voice, editable before send
Take Action Without Leaving the Chat.
Tell it what changed. The AI connection with Onboard updates the plan, shifts dependent tasks and drafts the customer message - then waits for your go-ahead before anything reaches a real inbox or channel.
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Writes back to Onboard — the plan stays the single source of truth
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Cascades the change across every dependent task and date
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Every outbound message is human-approved before it sends
How It Works
Live in an Afternoon. No Developers Required.
If your team can install a browser extension, they can turn Onboard AI on. Three steps.
1
Connect
Add the Onboard connector to Claude or ChatGPT and sign in once with OAuth. Your workspace's data becomes available as a tool.
Claude · Onboard
Connected
ChatGPT · Onboard
Connected
2
Ask
Paste a prompt from the library or just ask in plain English. Onboard AI knows your projects, owners, and deadlines — and which of your tools to reach for.
"What needs my attention before Friday's go-lives?"
3
Approve
It gathers what it needs, does the work, and shows you before anything sends. You approve, edit, or discard — Onboard stays perfectly in sync either way.
Approve
Edit
Discard
Works With the Tools Your Team Already Lives In.
15 connectors live today, with more shipping every month. Your assistant reads and writes across them — always within your OAuth permissions.
Asana
Claude
Domo
Fora
Gmail
Google Meet
HubSpot
Jira
Looker
Microsoft
Notion
OpenAI
Outlook
Pipedrive
Salesforce
Asana
Claude
Domo
Fora
Gmail
Google Meet
HubSpot
Jira
Looker
Microsoft
Notion
OpenAI
Outlook
Pipedrive
Salesforce
Asana
Claude
Domo
Fora
Gmail
Google Meet
HubSpot
Jira
Looker
Microsoft
Notion
OpenAI
Outlook
Pipedrive
Salesforce
Asana
Claude
Domo
Fora
Gmail
Google Meet
HubSpot
Jira
Looker
Microsoft
Notion
OpenAI
Outlook
Pipedrive
Salesforce
Asana
Claude
Domo
Fora
Gmail
Google Meet
HubSpot
Jira
Looker
Microsoft
Notion
OpenAI
Outlook
Pipedrive
Salesforce
Asana
Claude
Domo
Fora
Gmail
Google Meet
HubSpot
Jira
Looker
Microsoft
Notion
OpenAI
Outlook
Pipedrive
Salesforce
Prompt Library
No Prompts? No Problem! Use Ours. They Work on Day One.
Paste any of these into Claude or ChatGPT with Onboard connected. Here are four - the full set is a click away.
Nudge
Draft friendly nudges to every customer with a task more than 2 days overdue. Reference the specific task and go-live date.
Uses
Weekly Report
Build my Monday status report: every active launch, % complete, health, blockers, and the one action each needs from me.
Uses
Call Prep
Prep me for my next call with [customer] — plan status, open tasks, recent emails, and three questions I should ask.
Uses
Your Team Already Has Claude Open
The only thing missing is the plan. Book 30 minutes and we'll put it there.
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No new tab, no new login
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Your team already knows how to use it
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Connect in three clicks, OAuth handles the rest
