Project Onboarding

The Onboarding tab turns your project context into a guided catalog-building workflow. It is especially useful when you want the project to have a clearer business interpretation before users start asking complex questions.

The onboarding stages

Inputs: review and save the business context used by the run
Overview: inspect the first high-level understanding
Modules: review proposed modules and tables
Synthesis: review the final conclusions
Published: confirm the saved catalog snapshot

Start an onboarding run

Open a project from Projects.
Go to the Onboarding tab.
Review the input fields and save them if needed.
Click Start run.
Follow the highlighted stages as the workflow progresses.

Publish the catalog

After the run finishes and the review looks correct:

Open the Synthesis stage.
Review the final markdown and structured outputs.
Click Publish catalog.

Publishing saves the latest onboarding output into the project’s canonical catalog data.

When to create a fresh onboarding

Create a fresh onboarding when the business context changed significantly or when you want a clean review cycle without relying on the current draft.