Onboarding Split Flow

User's first experience with Umber - personalized in under 3 minutes

Onboarding Flow Overview

Progressive steps that learn user preferences while showing immediate value

📧
Email
Connection
→
📅
Calendar
(Optional)
→
🔍
Scan &
Analyze
→
💡
Review
Insights
→
✨
Personalized
Reveal
Design Principle
Progressive Disclosure
Only ask what's needed now. Start with email, optionally add calendar, review what we learned, then reveal personalized setup.
Design Principle
Show, Don't Tell
Rather than asking preferences, we analyze actual communication patterns and show proof of what we learned.
Design Principle
User Control
Every insight can be confirmed, dismissed, or deferred. Skip option always available. User directs every step.
Ritual Steps (State Machine)
NEW → CONNECTING_EMAIL → FETCHING_SAMPLE → GENERATING_INSIGHTS → PARSING → BUILDING_CONTEXT → SIGNATURE_READY → QUESTIONS → READY → REVEAL → GREETING → DONE

Email Wizard

Connect email via OAuth (recommended) or IMAP (advanced)

OAuth Connection (Recommended)

Connect your email

We'll scan recent messages to learn your preferences

G
Gmail
O
Outlook
@
iCloud
+
Other
G
Gmail
Sign in with Google
  • Read-only access to recent emails
  • We never store full message content
  • Disconnect anytime in Settings
IMAP Connection (Manual)

IMAP Settings

Connect via manual IMAP configuration

Use an app-specific password, not your main password

Consent & Privacy

Before we connect...

We'll scan a few recent messages to learn your preferences.

What we access:
  • Recent email metadata (sender, subject, date)
  • Limited message content for pattern detection
  • Calendar availability (if connected)
What we don't do:
  • Store full email bodies permanently
  • Share data with third parties
  • Send emails without your explicit approval

Calendar Connection

Optional step to enhance scheduling intelligence

Calendar Provider Selection

Add your calendar

This helps Umber understand your availability and schedule context

📅
Google
📅
Outlook
📅
Apple
📅
Google Calendar
Read-only access

We'll see your free/busy status and event titles to help with scheduling.

Calendar Connected
✓

Calendar connected

your.email@gmail.com

Now analyzing...
  • Your typical meeting patterns
  • Recurring events and commitments
  • Available time blocks for tasks

Preparing your insights...

Insights Review

User confirms or dismisses AI-generated insights from their data

Insight Card Stack

Review insights

Confirm what we learned

72%
knowledge
Keep reviewing to improve 3 remaining
Key insight
You're an early riser who likes quiet mornings before the day starts
From your patterns:
"Gym check-ins at 6am, coffee orders by 7am most weekdays"
You stay close with your college friends...
Insight Types
Preference
You prefer picking up groceries over delivery
Evidence:
"12 Whole Foods pickup confirmations, 0 delivery orders"
Habit
Sunday evenings are your meal prep time
Pattern detected:
"Recipe emails opened Sundays 4-6pm for 8 weeks straight"
Relationship
Mom is someone you check in with regularly
Communication frequency:
"Weekly calls scheduled, photo shares every few days"
Interest
You're training for a half marathon
Inferred from:
"Strava summaries, running shoe orders, race registration"
Knowledge Score Progress
85%
Knowledge Score
Daily routine ✓ Complete
Interests & hobbies ✓ Complete
Family & friends 1 more needed
Upcoming plans ✓ Complete

You can always refine these later

Reveal Scene

The emotional payoff - showing what Umber learned and personalized

Stage 1: Greeting Transformation
✨
Hello

Transforms to personalized...

Hey Sarah
Stage 2: Hero Insight

I noticed something about you

Key insight
You're training for the Austin Half Marathon in March
From your inbox:
"Race registration confirmed, Strava training plan active"
Early riser Goal-driven

Tap anywhere to continue

Stage 3: Actions Taken

While you were reviewing, I got to work

📋
Added 3 reminders from your upcoming events
🎂
Noted 5 birthdays to remember this month
✈️
Found your Austin trip — I'll help you prep

You can review and adjust everything in The Table

Stage 4: Personalized Signature
🏃
✈️
🍳
Umber
Race day in 47 days — I'll keep your training on track and your trip prepped.

Your personalized space is ready

Scenarios

Real-life paths through onboarding based on different user situations

The Busy Parent
Jamie, juggling kids' schedules, family events, and personal goals
Jamie connects Gmail and Google Calendar. Umber detects:
  • Soccer practice Tuesdays & Thursdays
  • Dentist reminders for 3 kids
  • Weekly grocery delivery orders
  • Date night reservations (monthly)
Reveal: "You keep the whole family on track — I'll help you carve out time for yourself too."
The Privacy-First User
Alex prefers not to connect email right away
Alex wants to try the app first before sharing data:
  • Clicks "Skip for now" on email
  • Sees explanation of limited experience
  • Chooses to continue anyway
  • Gets basic setup, can connect later
Reveal: Generic greeting, gentle prompt to "unlock personalization" in settings
The Hobby Enthusiast
Taylor has newsletters about running, cooking, and photography
Taylor's email reveals rich interests:
  • Strava weekly summaries
  • NYT Cooking recipe saves
  • Camera gear order confirmations
  • Local 5K race registrations
Reveal: "Marathon training, meal prep, golden hour shoots — I see you make time for what matters."
The iCloud User
Morgan uses iCloud Mail and needs app-specific password
Morgan selects iCloud and needs IMAP setup:
  • Guided to generate app password
  • Step-by-step IMAP instructions
  • Connection test succeeds
  • Full personalization unlocked
Result: Same rich experience as OAuth users
The Quick Setup
Sam wants to get started ASAP, reviews fast
Sam connects email and blazes through:
  • Confirms 3 key insights quickly
  • Knowledge score hits 80%
  • "Ready to continue" appears
  • Skips remaining, dives in
Result: Good personalization now, Umber keeps learning in background
The Multitasker
Jordan gets interrupted, takes 10 minutes
Jordan starts onboarding but life happens:
  • Connects email, starts reviewing
  • Phone rings, walks away
  • Returns after 8 minutes
  • Gentle "Still there?" prompt
Result: Can continue where left off, or finish setup now with partial data
The Travel Planner
Casey has upcoming trips and booking confirmations
Casey's inbox shows wanderlust:
  • Flight to Austin next month
  • Airbnb confirmation in Sedona
  • Passport renewal reminder
  • TSA PreCheck application
Reveal: "Austin in 3 weeks, Sedona in spring — I'll help you prep and pack."
The Wellness Journey
Riley is focused on health and self-improvement
Riley's patterns show health focus:
  • Gym class confirmations (6am yoga)
  • Meditation app receipts
  • Vitamin subscription orders
  • Doctor appointment reminders
Reveal: "Early mornings, mindful moments — I'll protect your wellness routine."

Final Result Concepts

Different variations of the completed onboarding experience

Concept A
Full Personalization
When email + calendar connected and insights confirmed:
  • Personalized "Hey [Name]" greeting
  • Signature scene with lifestyle glyphs
  • Custom sentence based on life patterns
  • Birthdays, trips, and goals detected
  • Smart reminders already set up
Concept B
Partial Personalization
When email connected but limited data found:
  • Friendly but simpler greeting
  • Simplified reveal (no signature scene)
  • Generic welcome message
  • Fewer automatic discoveries
  • Keeps learning as you use the app
Concept C
Manual Start
When user prefers to skip email connection:
  • "Hello" (no personalization yet)
  • Standard Umber welcome
  • Gentle prompt to unlock features later
  • Clean slate to add things manually
  • Connect anytime from settings

Signature Scene Variations

The Active One
🏃
🥗
😴
Umber
5am runs, meal prep Sundays, early bedtimes — I respect the routine.
The Family Hub
👨‍👩‍👧
⚽
🏠
Umber
Soccer at 4, piano at 5, dinner by 6:30 — I've got the family calendar.
The Social One
🎉
🍷
💬
Umber
Book club, brunch crew, game nights — I'll help you show up for your people.
Fallback (No Signature Data)
✨
Umber
I'm Umber — ready when you are.

The Table After Onboarding

Good morning, Sarah

3 things on your radar today

Knowledge score
92%
Found during setup
Mom's birthday gift — she mentioned wanting a Kindle
In 5 days
6-mile tempo run (training week 4)
From: your Strava plan
Tomorrow 6am
Renew car registration
Spotted in your email reminders
Due next week

Onboarding Split Demo · Demo Hub · Experience Index