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Onboarding

New users are guided through workspace and fund creation immediately after their first sign-in.

Investor Onboarding Flow

Flow

  1. User signs in via magic link at /signin
  2. On first login, the app redirects to /onboarding
  3. The onboarding form collects workspace name and first fund name
  4. Submitting fires the createWorkspaceAndFund server action
  5. The server action creates the workspace record, the fund record, and sets up the workspace slug
  6. User is redirected to /w/[slug]/ — the workspace home page

After Onboarding

From the workspace home, users can:

  • Browse to /w/[slug]/inbox to see pending documents
  • Upload a PDF at /w/[slug]/upload
  • View reviews at /w/[slug]/reviews
  • Configure autopilot schedules at /w/[slug]/autopilot

Data Created

The createWorkspaceAndFund action creates:

  • One workspace row with a URL-safe slug derived from the workspace name
  • One fund row linked to the workspace

The fund(workspace_id, name) pair is unique (enforced by migration 0003).

T1 (skills + CLI) and T2 (vault template) are MIT licensed.