Automate the manual work in Onboard.io

FullSpec maps how Onboard.io fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

Explore ideas

Onboard.io by the numbers

Insights from real process mapping sessions that involve Onboard.io.

No processes mapped yet using Onboard.io. Map a process that uses Onboard.io to see automation data here.

Map a Onboard.io automation

Top 5 Onboard.io friction points when done manually

Onboard.io customer data entry delays

Manually typing customer information into Onboard.io fields instead of syncing it from your CRM causes duplicate records and slows down onboarding.

78% report this

Tracking Onboard.io task completion status

Without automation, you have to manually check Onboard.io to see which onboarding tasks customers have completed versus which ones are stuck.

71% report this

Onboard.io follow-up reminders fall through

Manually sending follow-up messages to customers who haven't finished their Onboard.io checklist means some customers slip through the cracks.

63% report this

Onboard.io data syncing across platforms

Manually updating customer progress in Onboard.io and then again in your support ticketing system creates conflicting information and wasted effort.

54% report this

Onboard.io completion reporting takes hours

Pulling onboarding completion metrics from Onboard.io and assembling them into reports for leadership requires manual data export and spreadsheet work.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Onboard.io

Browse popular Onboard.io automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.