Use case · Onboarding
Someone starts on Monday. And the plan is already in place.
Every onboarding starts with the same questions. Peak One turns them into a course, a handbook, and a workflow you reuse next time.
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Sound familiar?
Why onboarding takes so much time.
- Every new person asks the same questions, and someone on the team answers them again.
- Everyone explains the process a little differently.
- The first steps depend on whoever happens to remember.
The process
From day one to independence.
- TriggerNew colleague
- 01 · AutomationStart a workflowThe first steps as a workflow with tasks.
- 02 · CourseLearnA course with a learning goal and learning steps.
- 03 · DocumentRead upThe team handbook in Docs.
- 04 · TaskContributeFirst tasks of their own in Work.
How it works
Build it once. Use it again and again.
- 01 / 04
Set learning goal
In Academy, every course starts with the learning goal, for example: answering inquiries on their own.
- 02 / 04
Write the handbook
Workflows and answers to common questions in Docs, with clear sections.
- 03 / 04
Describe the first steps
In Automations you describe the first steps once, review and test them, and approve the run.
- 04 / 04
Assign tasks
In Work, every first task gets an owner and a due date.
What you use to do it
What you use when you onboard.
Frequently asked questions
Briefly answered.
Does a workflow in Automations just start running?
No. Every workflow is reviewed and tested before you approve it to run. A view shows what it did last and why.
Can I see how far someone is in the course?
Besides the content, Academy has its own areas for practice, review, and learning progress.
Keep exploring
What's included.
- FunctionTasks & projectsProjects as a board, tasks in the daily plan, one chat per project.View
- ProblemSlow onboardingThe new person is here, but weeks later still not able to work.View
- ProblemUndocumented processesHow something is done is known only by whoever always does it.View
- ProblemKnowledge only in headsWhen one person is absent, their knowledge is absent too.View
- FunctionIntegrationsConnect 3,270 tools without a second copy of your data.View
- Software categoryAll-in-one business softwareOne shared model for tasks, customers, products, and numbers.View
✦ A Peak principle
Good systems are quiet. They carry without pushing.
A clear framework
More use cases
Concrete workflows that teams and people set up with Peak One: what happened before, how it runs in Peak One, and which apps to start with.
Start with Onboarding new hires. The rest follows.
An onboarding plan made of a course, a handbook, and fixed first tasks, so you don't start from zero. Sign in with Google and see your business in one place.
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