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The onboarding checklist

What the Getting Started checklist tracks, how the guided mini-tours work, and how to complete every step.

The Getting Started checklist guides you through everything needed to launch your first campaign — from connecting LinkedIn to reviewing your first outreach activities. It tracks your progress automatically as you complete each step.

Where to find it

Click Getting Started (the rocket icon) at the bottom of the left sidebar. A pulsing dot on the rocket means there are still steps left to complete. The checklist opens as a panel on the right, showing your progress (for example 3/7 completed) with a progress bar.

What the checklist tracks

Account Setup (done once)

  1. Connect LinkedIn Account — link your LinkedIn to enable automation. Completed as soon as your LinkedIn connection is active.

  2. Connect Email & WhatsApp — optional channels for multi-channel sequences. Campaigns with email or WhatsApp steps can only launch once these are connected.

  3. Set NoRecruit's Working Hours — define at which times NoRecruit operates. All automated activities run only within these windows.

  4. Set Up Messaging Style — configure your salutations, tone, and example messages so the AI writes like you.

Learn the Workflow

  1. Create a Campaign — start organizing your recruitment efforts; completed when your first campaign exists.

  2. Launch Your First Campaign — complete the campaign's Setup checklist, then publish. Completed once a campaign goes live.

  3. Review Activities — monitor outreach and reply from the Inbox; completed once your first activities have run.

Completed items turn green with a checkmark; open items show a Go button.

Completing a step

  1. Open the checklist via Getting Started.

  2. Click Go next to an open item.

  3. NoRecruit navigates to the right page and starts a short guided mini-tour that points out exactly what to do — for example, the LinkedIn card on the Integrations page or the working-hours timeline.

  4. Follow the tour, complete the action, and the item is checked off automatically.

💡 Tip: Want the complete walkthrough again? Click Restart Full Tour at the bottom of the checklist to replay the full product tour from the Dashboard.

The automatic welcome tour

When you first enter your workspace, NoRecruit automatically starts a welcome tour covering the essential setup steps. It keeps offering itself until the core setup (LinkedIn, working hours, and messaging style) is done — or until you dismiss it with Skip Tour. You can always relaunch it from the checklist.

FAQ

A step I finished isn't showing as completed — why? Progress is based on your workspace's actual state. For example, "Connect LinkedIn Account" only completes when the connection is active, and "Launch Your First Campaign" requires a campaign to be published, not just created. Refresh the page after completing an action.

Do all team members see the same checklist? The setup steps like LinkedIn, working hours, and messaging style are personal — each user completes their own. Workflow milestones such as campaigns reflect the team's shared progress.

Can I hide the checklist? The checklist stays available in the sidebar so you can return anytime, but nothing forces you to use it — the pulsing dot simply disappears once all steps are complete.

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