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Onboarding flow

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Written by Or Sharoni
Updated this week

When you sign up for Haiku, a short setup sequence gets you from zero to your first haiku. 6 steps. It takes about 3 minutes.


Step 1: Tell us your role

Haiku asks what you do. Pick the option that fits.

  • Product Manager

  • Customer Success

  • Sales

  • HR / People Ops

  • Engineering

  • Other

It’ll help us personalize your future experience.


Step 2: Tell us what tools you use

Pick the tools that are already part of your workflow.

  • Notion

  • Confluence

  • Google Docs

  • Slack

  • Zendesk

  • Intercom

Haiku works across any web-based tool.


Step 3: Tell us what you'll use it for

Select all that apply.

  • Create step-by-step guides.

  • Build training materials.

  • Document SOPs and processes.

  • Share knowledge with my team.

  • Speed up customer onboarding.

You're not locked in. You can create any kind of haiku regardless of what you select here.


Step 4: Join your team

Haiku detects teams connected to your work email. You’ll see teams that are set by admins as discoverable.

  • To join an existing team. Select it from the list. After admin’s approval, you'll have access to your team's shared haikus.

  • To start a new team. If you don’t select an existing team, we’ll create a new one for you automatically. You can invite people in the next step or after setup.

If no teams appear, your company may not be on Haiku yet, or have teams set as private. Create a new team and invite your colleagues when you're ready.


Step 5: Add the Chrome extension

Haiku captures workflows through a browser extension. This is the step that unlocks recording.

Add to Chrome. Free.

Once installed, a Haiku icon appears in your browser toolbar. Click it when you're ready to start recording a workflow.


Step 6: Create your first haiku

The last step puts you directly into your first capture.

  • Select Start capturing to record a workflow right now. Haiku walks you through it in 3 clicks.

  • Select Go to dashboard if you want to explore first and capture later.


What happens after setup

In the Haiku app, you’ll see all the haikus you've created and everything your team has shared with you. From here you can:

  • Start a new capture.

  • Browse your team's haikus.

  • Edit and share existing haikus.

Your haiku is ready to share the moment the capture ends.

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