🚀Motion's Onboarding Process

Welcome to Motion!

Onboarding in Motion is designed to be quick and straightforward. This guide gives you extra context at each step, so you're not only setting things up but also understand why it matters. Our goal is simple: by the end of onboarding, you’ll have a Motion workspace tailored to your needs with projects already working for you.

Getting to Know You

Before Motion can help you plan and organize, we’d like to get to know you a little better. These first steps make sure your workspace feels personal and set up for success from the start.

Step 1: Choose your plan

Your plan isn’t just a subscription, it’s the capacity for how much your AI can do for you. Credits = output. The higher the plan, the more credits you get to supercharge your work.

1. Light work? The Workplace and Light plan keeps you moving.

2. Scaling fast? Standard and Plus give you tens of thousands more credits to handle bigger workloads, from nonstop meetings to high-volume task management.

3. Growing team? Higher plans bundle extra seats so your people and AI can scale together.

Step 2: Set up your Motion Workplace

💡Pro tip: Onboarding must be completed in a desktop browser before the desktop and mobile apps will work.

Now that you’ve joined, it’s time to set up your workspace, the hub where all your projects, tasks, and AI-powered workflows come together. This ensures you have one place to plan and run your work.

You don’t need to wait for a confirmation email, you can get started right away. Just go to app.usemotion.com from a desktop browser and sign in using the same method you used when signing up:

• Email + password: log in with the same credentials.

• Google, Apple, or Outlook: use the same account option you chose at signup.

If you step away at any point, when you return, you’ll pick up right where you left off in the onboarding flow.

After signing in, you’ll be walked through 3 quick setup questions so Motion can personalize your workspace. The onboarding flow starts with:

1

Describe your needs

We’ll ask you 3 questions about your company:

1. What you do

2. Your focus

3. Your team size (if you are an individual user skip this question).

This helps Motion tailor recommendations and pre-build workflows that actually fit how you work. 💡 Example prompt: “I work at a management consulting firm. We help mid-sized companies improve their operations and scale efficiently. Here’s our website: motionconsulting.com.”

2

Share your role at the company

Tell us what hat you wear. Are you leading strategy, managing operations, or getting hands-on with delivery? Sharing your role helps Motion surface the most relevant tools so you can hit the ground running.

3

Invite your team members

Motion is designed for teams, when you sign up, your account is automatically a team account.

• If your email domain matches an existing team in Motion, you’ll see a popup asking if you’d like to join that team or create a new team.

• Admins can control this behavior in settings:

  1. Auto-join by domain: Team members with the same work email domain are automatically added to the team.

  2. Join request list: New team members can see the organization in their signup flow and request to join.

💡 Pro tip: Motion works best when your whole team is onboard. Add team members early so projects, and tasks can flow across everyone’s calendars and priorities. If your team isn’t ready yet, you can always invite them later.

Step 3: [Walkthrough] Creating Your First Motion Project

When you first set up your Motion workspace, the app walks you through building a project step by step. This not only gets you familiar with Motion’s workflow but also gives you a reusable project template you can apply in the future.

Here’s how the process unfolds:

1

Share an upcoming project

Motion uses what you’ve already shared about your business to suggest relevant projects. If you mentioned consulting, you might see examples like:

1. “I’m working on implementing a new ERP system for a retail client — from requirements gathering to training.”

2. “I’m planning a cost optimization initiative to help a client’s operations team cut spend.”

These prompts are just starting points — you can edit them, combine them, or write your own to match exactly what’s on your plate.

2

Add more details

Once you choose a project prompt, Motion pre-fills a project description with stages and roles. For example, if you are implementing a new Enterprise Resource Planning system, you may see:

1. Stages: Research, Design, Sprints, and Release.

2. Roles: Consultant, Project Manager, Solution Architect

You can edit this to match your actual team’s structure, goals and processes, making it flexible yet structured.

3

Motion auto-generates your plan

With one click, Motion creates a draft project plan.

1. Each stage is broken into tasks (e.g., “Collect existing materials” → “Draft content” → “Design solution”).

2. Tasks are assigned suggested roles to show who would typically own them.

This gives you a clear, ready-to-execute roadmap in under a minute.

4

Assign tasks to your team

Next, you’ll be prompted to assign each role to a real team member.

1. Example: Consultant → Alex, Project Manager → Jamie, Solution Architect → Taylor.

2. Tasks automatically map to the right person, so everyone knows their responsibilities.

5

Save as a reusable template

Once confirmed, Motion saves your project as a template. This means:

1. You can reuse the same structure (stages and task) for future projects.

2. Your team won’t have to reinvent the wheel every time you launch a similar initiative.

The Impact on your day-to-day

Motion transforms project setup into a guided, automated process. In minutes, you go from a vague idea (“we need an onboarding guide”) to a fully built project with roles, tasks, and stages — all saved as a reusable template.

This removes guesswork, keeps teams aligned, and ensures repeatable success for complex projects.

✅ Onboarding complete! You’ve set up the foundation for people + AI to build together. Every project, task, and meeting note you run through Motion will only make your team faster, sharper, and more aligned. The future of work starts now — with you.

Next steps

1. Try AI Chat: Ask Motion to draft an email, draft a document, or suggest next steps for a project.