> ## Documentation Index
> Fetch the complete documentation index at: https://help.doozy.live/llms.txt
> Use this file to discover all available pages before exploring further.

# Tracks: Automate onboarding and training

> Build automated workflows with messages, quizzes, surveys, and more - triggered by events or schedules.

**Tracks** are automated workflows that guide users through a series of steps. Use them
to onboard new hires, deliver training, run check-ins, and automate any recurring
process. You build tracks in the Doozy dashboard, and your team experiences them in Slack.

<Card title="Not sure where to start? Browse the Prompt Library" icon="wand-magic-sparkles" href="/tracks/prompt-library" horizontal>
  Copy-and-paste prompts for the AI track builder, organized by use case -
  onboarding, training, surveys, security, engagement, and more.
</Card>

## ✨ What You Can Do

* **Automate onboarding**: Welcome new hires with messages, introductions, and training
* **Deliver training**: Send quizzes, surveys, and learning content on a schedule
* **Run check-ins**: Automated pulse checks at key milestones (30/60/90 days)
* **Assign mentors**: Pair new hires with mentors automatically
* **Trigger on events**: Start tracks on someone's first day, on anniversaries, on a schedule, or per cohort
* **Track progress**: Monitor completion and send reminders for mandatory steps

## 🧩 Steps

Steps are the building blocks of a track. Each step performs an action - sending a message, delivering a quiz, collecting feedback - and runs on a day of the track at its own send time.

<CardGroup cols={2}>
  <Card title="Message" icon="message" href="/tracks/steps/message">
    Send automated messages to users, managers, or channels
  </Card>

  <Card title="Poll" icon="square-poll-vertical" href="/tracks/steps/poll">
    Collect quick feedback with single-question polls
  </Card>

  <Card title="Survey" icon="clipboard-list" href="/tracks/steps/survey">
    Gather detailed insights with multi-question surveys
  </Card>

  <Card title="Quiz" icon="circle-question" href="/tracks/steps/quiz">
    Test knowledge with interactive quizzes
  </Card>

  <Card title="Step Timing" icon="clock" href="/tracks/steps/timing">
    Schedule each step by day and send time
  </Card>

  <Card title="Introductions" icon="handshake" href="/tracks/steps/introductions">
    Connect people with automated introductions
  </Card>

  <Card title="Mentor Assignment" icon="user-plus" href="/tracks/steps/mentor-assignment">
    Pair users with mentors automatically
  </Card>

  <Card title="Tasks" icon="list-check" href="/tracks/steps/tasks">
    Assign and track task completion
  </Card>

  <Card title="Add User to Track" icon="route" href="/tracks/steps/add-user-to-track">
    Enroll users in another track automatically
  </Card>
</CardGroup>

## ⚡ Triggers

Triggers determine when and how users are added to a track.

<CardGroup cols={2}>
  <Card title="First day" icon="sun" href="/tracks/triggers/first-day">
    Start on someone's first day, once they've joined Slack
  </Card>

  <Card title="Work anniversary" icon="cake-candles" href="/tracks/triggers/work-anniversary">
    Trigger on employee work anniversaries
  </Card>

  <Card title="On a schedule" icon="calendar" href="/tracks/triggers/schedule">
    Run at specific times and intervals
  </Card>

  <Card title="Manual enrollment" icon="hand" href="/tracks/triggers/manual-add-users">
    Add people yourself when you need precise control
  </Card>

  <Card title="Cohort" icon="users" href="/tracks/triggers/cohort">
    Run once per cohort or for each person when the cohort starts
  </Card>
</CardGroup>

## 🎯 Common Use Cases

| Use Case | Trigger | Key Steps |
| - | - | - |
| **New hire onboarding** | First day | Messages, Introductions, Mentor Assignment, Quizzes |
| **30/60/90 day check-ins** | First day | Surveys and Polls scheduled on Day 30/60/90 |
| **Onboarding classes** | Cohort | Messages, Quizzes, Surveys |
| **Training programs** | On a schedule or Manual enrollment | Messages, Quizzes, Surveys |
| **Manager onboarding** | Manual enrollment | Messages, Tasks, Surveys |
| **Anniversary celebrations** | Work anniversary | Messages |
| **Compliance reminders** | On a schedule | Messages, Quizzes |

<Note>
  Day 1 is the member's first day on the Track. On a [First
  day](/tracks/triggers/first-day) Track, that is the later of their start date
  and the day they join Slack. On a per-person [cohort](/tracks/triggers/cohort)
  Track, it is the cohort's first day. Days count the Track's working days,
  which are Monday to Friday by default. Day 30 is the member's 30th working
  day, about six calendar weeks after enrollment on the default week. See [Step
  timing](/tracks/steps/timing).
</Note>

## 📚 Quick Links

<CardGroup cols={2}>
  <Card title="Create a Track" icon="plus" href="/tracks/create-a-track">
    Step-by-step guide to building your first track
  </Card>

  <Card title="Prompt Library" icon="wand-magic-sparkles" href="/tracks/prompt-library">
    Copy-and-paste prompts for the AI builder, by use case
  </Card>

  <Card title="How Tracks Work" icon="user" href="/tracks/user-experience">
    What users see when enrolled in a track
  </Card>

  <Card title="Self-Join Tracks" icon="door-open" href="/tracks/self-join-tracks">
    Let users browse and join tracks themselves
  </Card>

  <Card title="View Progress" icon="chart-line" href="/tracks/view-track-progress">
    Monitor user progress and track completion
  </Card>

  <Card title="Add Users" icon="user-plus" href="/tracks/add-a-user-to-a-track">
    Manually add users to a track
  </Card>

  <Card title="Track Examples" icon="lightbulb" href="/tracks/track-examples">
    Pre-built templates for common use cases
  </Card>
</CardGroup>

## 🚀 Getting Started

1. **[Create a track](/tracks/create-a-track)** and give it a name
2. **Choose a trigger** - first day, manual enrollment, schedule, anniversary, or cohort
3. **Add steps** - messages, quizzes, surveys, and more, each scheduled on its own day
4. **Activate** and watch your automation run!


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