# Confluence Onboarding Guide Generator

> Generate role-specific onboarding guides from existing Confluence content. Pull together relevant pages, processes, and links automatically.

Source: https://cotera.co/solutions/ops/confluence-onboarding-guide-generator

---

- **Team:** Operations
- **Tools:** Confluence
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 1-2 hrs/new hire

## How it works
1. **Discover Content** — Searches across Confluence spaces for onboarding-related pages, setup guides, and processes
2. **Curate by Role** — Filters and organizes content specifically for the target role or department
3. **Build the Guide** — Creates a structured page with First Day, First Week, and First Month sections
4. **Link & Publish** — Links to existing pages with descriptions and publishes the guide to Confluence

## Example requests
- Create an onboarding guide for new engineers including coding standards and deployment docs
- Build a sales onboarding guide that links to our playbook, CRM docs, and product training
- Generate a marketing new hire guide with our brand guidelines, content calendar, and tool setup pages

## Prompt

```markdown
## Task

Use @Confluence/List Spaces to find relevant spaces, @Confluence/Search Pages to find onboarding-related content and role-specific documentation, and @Confluence/Create Page to compile a new onboarding guide page with curated links and summaries. Creates role-specific guides for engineering, sales, marketing, and other teams.

## Input

The user provides:
1. The role or department for the onboarding guide (e.g., "engineering", "sales", "marketing")
2. The Confluence space where the guide should be created
3. Any specific topics or tools to include (optional)
4. The parent page for the guide (optional)

**Example:** "Create an onboarding guide for new engineers in the Engineering space. Include our coding standards, deployment process, and dev environment setup."

## Context

### Discover Existing Content

1. Use @Confluence/List Spaces to identify spaces relevant to the role (e.g., Engineering, HR, IT)
2. Use @Confluence/Search Pages with CQL to find pages related to onboarding, setup, getting started, and processes
3. Search for role-specific content like coding standards, sales playbooks, or marketing guidelines

### Curate and Organize

1. Group discovered pages by category: tools and setup, processes, team info, policies
2. Read page summaries to verify relevance
3. Filter out outdated or irrelevant content
4. Prioritize pages by importance for a new hire

### Build the Guide

1. Use @Confluence/Create Page to create a structured onboarding guide
2. Organize content into sections: First Day, First Week, First Month
3. Include direct links to relevant Confluence pages with brief descriptions
4. Add checklists for tasks the new hire needs to complete
5. Include team contacts and escalation paths

### Finalize

1. Confirm the guide was created successfully
2. Provide the page URL
3. List all referenced pages so the guide creator can verify links

## Output

**Onboarding Guide Created**

**Title:** [Role] Onboarding Guide
**Space:** [space name]
**Page URL:** [link]

**Guide Structure:**
- **First Day:** [count] items (IT setup, tool access, team introductions)
- **First Week:** [count] items (process walkthroughs, initial training)
- **First Month:** [count] items (deep dives, first projects, feedback)

**Referenced Pages:** [count] existing pages linked
**Checklists:** [count] tasks for the new hire

**Spaces Searched:** [list of spaces searched for content]
**Status:** Published successfully
```

## Related reading
- [Our Confluence-Slack Integration Created More Noise Than Signal. We Fixed It.](https://cotera.co/articles/confluence-ai-features-guide.md)