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The final onboarding step is adding personal context so Orbit can personalize its help.
Personal context screen

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Why This Matters

When Orbit knows about you, it can:
  • Draft emails that sound like you
  • Prioritize what’s relevant to your role
  • Give better suggestions
  • Personalize workflow outputs

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What to Share

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Your Role

Tell Orbit about your job: 
VP of Sales at TechCorp. I manage enterprise accounts
and a team of 8 account executives.

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Your Priorities

What matters most right now: 
Closing Q4 deals, onboarding new team members,
building relationships with key accounts.

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Your Style

How you communicate: 
I write short, direct emails. Professional but friendly.
I prefer bullet points over paragraphs.
Context input fields

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How Much to Share

  • More context = better personalization
  • You can always add more later
  • Skip if you prefer to add context gradually

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Skipping This Step

Click Skip for Now if you’d rather set this up later. Orbit will still work but outputs will be more generic. You can add personal context anytime in Settings → Personal Context.

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Completing Onboarding

After adding your context (or skipping), click Finish Setup to complete onboarding.
Onboarding complete

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What’s Next

After onboarding, you’ll land on The Brief — your daily digest of what needs attention. From there you can:
  • Review your first Brief cards
  • Explore The Assistant
  • Run your first workflow
  • Customize settings
Welcome to Orbit!