Welcome to your onboarding workflow

Connect a shared inbox (like onboarding@) to send and receive emails right from your Trello board.

Use lists to keep track of the stages in your workflow. Here’s a basic client onboarding example:

• Pre-Boarding: Prepare signed clients for onboarding

• Welcome: Welcome new clients and share information with them

• Introduction: Arrange a kick-off meeting to introduce the team

• Ongoing Support: Set up regular check-ins to keep clients happy

• Documentation: Keep a list of commonly used docs and templates

Save time with template emails

Use Saved Reply templates to manage your onboarding journey, save team time, and reduce errors.

Perfect for service businesses like agencies and consultants to manage client communication.

Automate your onboarding processes

Use Trello rules to automatically send out templated emails based on triggers. Less time spent typing means more time for meaningful work!

Build better relationships

Keep your emails personal by using variables to insert contact names, Trello content and Custom Fields into your emails. Each variable will be automatically populated with the relevant value when you hit send.

Use your own email address

Boost trust and recognition by sending emails from your own custom domain. Simply link up your own email address to your Trello board to get started.

Organize your onboarding data

Use Custom Fields to organize the details that are important to you. Insert Custom Fields into your emails, or extract details into Custom Fields to use elsewhere in Trello.

Manage employee or client details

It’s easy to create new contacts, add email addresses, and edit existing details – right within Trello.