Welcome to Fostr! We’re excited to partner with your team as you begin shaping your AI-powered operating system. To ensure a smooth and effective start, this guide outlines the information and materials you'll need to gather before your onboarding session begins.

Fostr builds a custom internal workspace for your organization that is personalized to how you operate, what you value, and where you're headed. The more context you bring to this phase, the more valuable and tailored your experience will be from the beginning.

Initial Setup: Identity + Secure Access

The first step is accessing your environment as your company admin. You’ll need:

Establishing Business Context

Understanding the basics of your business and industry is key to how Fostr organizes data and delivers insights. We’ll ask a few high-level questions about:

Fostr will pre-fill suggested answers based on what is available on the internet about your company. You’ll be asked to review and adjust as necessary. This step allows us to build a foundation for relevant automations, insights, and AI prompts.

Defining Your Team Structure

To personalize the experience for your full team, we'll need a complete org chart in our supported format.

Please download and complete this template:

employee_template.csv

This will allow us to automatically create user profiles, reporting hierarchies, and map how communication and decisions flow across your organization.

Team Assessments

If your company already uses team or personality assessments, Fostr will ask which one you currently use.