Customer onboarding

Customer Onboarding Tutorials

Guide new customers through the first workflows that lead to activation, adoption, and a meaningful product result.

A good onboarding tutorial does not attempt to explain the entire product. It helps a new user complete the few actions that lead to an early, meaningful result. Cormaa turns those actions into visual tutorials generated from the real application.

Where new users become stuck

New customers often understand what a product promises but do not know the exact sequence required to reach that outcome. They may struggle to configure a workspace, invite colleagues, import information, connect an integration, or complete the first core task.

Live onboarding calls can solve these problems, but they are difficult to scale. Generic welcome videos are easier to distribute but frequently remain too broad. The most useful onboarding library sits between the two: short, task-specific tutorials that answer the questions users face during their first days.

Identify the workflows that lead to first value

Begin with the customer outcome rather than the complete feature list. Identify the actions associated with activation, such as publishing the first campaign, inviting the first teammate, connecting the first data source, or exporting the first report.

  • What must the user complete before the product becomes useful?
  • Which steps generate the most support questions?
  • Do different roles need different starting workflows?
  • Which actions are safe to demonstrate in a demo environment?

Turn onboarding actions into structured tutorials

Cormaa lets the team describe a desired onboarding task in natural language. The system converts that request into an executable workflow, performs it inside the connected product, captures the relevant states, and generates a narrated tutorial.

Example onboarding prompt “Show a new workspace administrator how to invite three teammates, assign their roles, and confirm that the invitations were sent.”

The workflow can be reviewed before the final asset is published. This is especially important for onboarding because a small mistake at the beginning of the customer journey can cause unnecessary frustration.

Create tutorials for different roles and account types

An administrator, contributor, analyst, and external client may enter the same product with different responsibilities. Instead of forcing every user through one long generic video, teams can create focused tutorials around the workflows each role needs.

Role-specific tutorials can be delivered through onboarding emails, an academy, an implementation checklist, a customer portal, or links inside the product. Each video should answer one clear question and point the user toward the next useful action.

Use onboarding videos alongside in-app guidance

External videos and in-app tours solve different problems. An in-app tour can guide a user while they are already inside the interface. A video can be watched before login, included in an email, shared with stakeholders, revisited later, and indexed in a help centre.

Many SaaS products benefit from both: a short external tutorial to build understanding and contextual in-app guidance to help the user complete the action.

Keep onboarding content aligned with the product

Onboarding content is particularly sensitive to interface changes because new users cannot infer where a renamed button moved. When a tutorial is represented as a structured workflow, the team can rerun it against the current interface, review the new result, and replace the outdated asset.

How to build an onboarding tutorial with Cormaa

  1. Choose one activation or first-value workflow.
  2. Prepare a clean demo account with realistic data.
  3. Connect the application and allow Cormaa to map relevant routes.
  4. Describe the action and intended user role.
  5. Review the generated workflow and narration.
  6. Publish the video in the correct onboarding stage.
  7. Monitor questions and improve the tutorial over time.

Frequently asked questions

How long should an onboarding tutorial be?
It should be long enough to complete one meaningful task and short enough to remain focused. Several small tutorials are usually easier to maintain than one comprehensive product tour.
Can Cormaa create different onboarding paths?
Yes. Separate workflows can be created for different roles, plans, industries, or activation goals, provided the required product routes are accessible.
Will onboarding become fully automatic?
Cormaa automates workflow execution and tutorial generation, but teams should still select the right onboarding goals, review accuracy, and decide where each tutorial belongs.
Can the videos be added to our help centre?
Yes. Generated videos and accompanying written steps can be used in help-centre and customer-education experiences according to the available publishing options.

Start with the question you answered twice this week.

Turn that workflow into a tutorial your customers can follow—and your team can share the next time someone asks.