ClaudeEach onboarding path or product change

Create a customer onboarding walkthrough in Claude

Give Claude your setup guide and current product screens. Review ngram’s plan, then create a walkthrough that helps a new customer finish one useful task.

Get the workflow prompt Watch the output

See what you can make

An onboarding walkthrough created through Claude from ngram’s current setup guide and genuine Studio screenshots. Callouts show the brief, source files and styles, followed by a diagram of plan review and preview.

Prompt

Use the connected ngram tools to prepare a customer onboarding video from this verified setup guide. The audience is new ngram customers creating their first source-led explainer. Source guide: https://help.ngram.com/en/articles/4759144-create-your-first-video Current Studio screenshots captured on November 2, 2026: - The Prompt to video composer with an example brief: https://www.ngram.com/media/workflows/claude-customer-onboarding-video/studio-brief.png - The Start from a style selector: https://www.ngram.com/media/workflows/claude-customer-onboarding-video/studio-styles.png Teach this first successful workflow: 1. Open Home and choose Prompt to video. In Video brief, describe the audience, main message and next action. Use Add files for source material you have permission to use. 2. Review the video settings and choose a visual direction under Start from a style. 3. Choose Create video. When the selected model prepares a plan, review its narration and scenes. Request changes as needed, then approve the plan when it matches the brief. ngram-flash starts production directly, so this example uses a model with plan review. 4. Play the finished preview and request any corrections in the same conversation. Close with “Create your first video from an approved brief.” Create a 45-second, 16:9 Product spotlight video with English narration under 100 words. Use the two supplied genuine screenshots as image assets. Keep the interface unchanged and use crops, subtle zooms and external callouts to guide attention to Video brief, Add files and Start from a style. Show the plan-review and preview stages with a clearly schematic three-step diagram, because no screenshot of those stages is supplied. Do not invent software screens, account data, customer results or extra controls. Keep the key UI labels readable. Include the source guide as a small closing reference. The video should help a new customer complete one first video. Show selected settings and the total estimate before creation. After I confirm, stop for plan review and bring back the complete narration and scene plan. Wait for approval before production. Continue the same video when I request progress. Do not create scheduled tasks or messages. Return its preview, ngram project link and MP4 export when ready. If the ngram connector is not connected, read https://www.ngram.com/markdown/docs/connect-ngram-to-claude.md?view=1 and help me connect ngram to Claude. Wait for me to complete sign-in and approve access, then resume this workflow.

Selected style

Product spotlight

Source material

Open video in a new tab

Read the video transcript

Here’s how to make your first ngram video. Open Home and choose Prompt to video. In Video brief, describe the audience, main message and next action. Use Add files for source material you have permission to use. Review the video settings, then pick a visual direction under Start from a style. Choose Create video. When your model prepares a plan, review its narration and scenes. Request changes as needed, then approve the plan when it matches your brief. Play the finished preview, and request any corrections in the same conversation. Create your first video from an approved brief.

How it works

One source. A repeatable workflow.

04 steps · Claude

Start with

A verified setup guide and real product screens

Create in

Claude

Make

A first-workflow video with clear next steps

Supply the current first-task guide
Open a Claude conversation with ngram enabled. Paste the workflow prompt, setup instructions and approved product screens. Describe the customer’s starting point and the result they should reach.
Review the actual screens in the plan
Confirm the selected settings with plan review. Ask Claude to verify that the supplied images were admitted and identify the scenes using each. Check the narration against the current product path.
Play the lesson as a new customer
Approve the reviewed plan, then ask for progress on the same video. Play the returned preview. Check control labels, screen crops and pacing, and confirm that a viewer can follow the next action.
Add the walkthrough to the customer handoff
Choose a suitable viewing link or available MP4 export. Put the video beside the setup guide in your onboarding message or help page, with the destination for starting the task.

Watch the workflow

Create a customer onboarding video in Claude

Follow the submitted guide and genuine screenshots, selected settings, reviewed scene plan and returned video, then watch the complete onboarding lesson. Waiting time is removed.

Read the walkthrough transcript

The onboarding request, current setup guide and genuine Studio screenshots are supplied to Claude. Product spotlight settings are prepared with plan review. The real-screen scenes and customer steps are checked against the guide. After production is approved, Claude returns the MP4 and ngram project. The complete 43-second onboarding video plays with this narration. Here’s how to make your first ngram video. Open Home and choose Prompt to video. In Video brief, describe the audience, main message and next action. Use Add files for source material you have permission to use. Review the video settings, then pick a visual direction under Start from a style. Choose Create video. When your model prepares a plan, review its narration and scenes. Request changes as needed, then approve the plan when it matches your brief. Play the finished preview, and request any corrections in the same conversation. Create your first video from an approved brief.

Your starting point

Start with the prompt.

Prepare a first-task lesson in Claude, then check the source screens and narration in ngram’s plan before creating the video.

Your request for Claude

Open Claude ↗

Connect ngram to Claude

Review. Then deliver.

Claude returns the onboarding video and ngram project. Check the real screens and task sequence before sharing it with customers.

While your video is being made

Ask Claude for the existing video’s status and review any pending question or plan.

Share a link

Choose visibility for the intended customers or reviewers and include the current setup guide with the viewing link.

Download the video

Ask Claude to prepare an MP4 and choose an export option available to your ngram account. Download in the ngram project requires an eligible paid plan. Check the saved file before adding it to the onboarding channel.

If the workflow needs attention

Ask Claude to inspect the existing attempt and report the specific failed source or creation step. Continue with its video ID and project link.

A source image is missing from the plan: Check that the approved image URL is accessible. Ask Claude to pass public screenshots as image assets through ngram’s image_urls field and confirm their admission before production.
The interface does not match the product: Supply the current genuine screen and identify the outdated control or invented element. Revise the affected scene in the same video.
A new customer cannot follow the steps: Identify the unclear transition, prerequisite or label. Ask for a focused revision that shows the actual action and expected result.

Keep the workflow. Change the story.

01
Teach the next first task
Replace the customer goal, guide, screens and steps together. Review the new lesson against the product path that audience can reach.
02
Update when the product changes
Capture the changed screen and revise the affected narration and scene. Replace the onboarding destination’s video after checking the updated path.

Examples

Compare ways to explain a task using the source material available.

SaaS tutorials

Explain one software task for a new customer.

See the example

SaaS walkthroughs

Follow a product path with clear steps and a defined outcome.

See the example

Tutorial examples

Compare pacing and explanations for a practical lesson.

See the example

Walkthrough examples

Show how a viewer moves from the starting point to completion.

See the example

Walkthroughs from slides

Use a reviewed onboarding deck when it already explains the task.

See the example

Employee software tutorials

Explore a first-use lesson for people learning an internal tool.

See the example

Templates

Start with a brief suited to the product path you need to teach.

SaaS tutorial

Teach a first product workflow with current instructions and screens.

Use this template

Task tutorial

Explain the steps, expected result and next action.

Use this template

Marketing walkthrough

Introduce the product task a new marketing user needs.

Use this template

Sales software tutorial

Show a first workflow during a buyer or customer handoff.

Use this template

Concept explanation

Explain the idea a customer needs before performing the task.

Use this template

Software introduction

Give context before the hands-on onboarding lesson.

Use this template

Features

Use the current screens and refine the explanation around them.

Motion graphics

Guide attention with labeled steps and clearly schematic diagrams.

Explore feature

AI voiceover

Check the spoken product names and control labels.

Explore feature

Captions and subtitles

Provide readable instructions when viewers watch without sound.

Explore feature

Video editing

Update the affected scene when a product screen changes.

Explore feature

Brand Kit

Use approved branding for the customer-facing lesson.

Explore feature

Video hosting

Provide a viewing destination for onboarding messages or help pages.

Explore feature

Solutions

Adapt the lesson to the team and customer receiving it.

Customer success

Prepare a repeatable explanation for the first useful customer task.

See the solution

Support teams

Answer recurring setup questions with current instructions.

See the solution

Product marketing

Introduce a verified product workflow to a new audience.

See the solution

Founders

Explain the first task when onboarding early customers.

See the solution

SaaS teams

Keep the setup lesson aligned with the current product.

See the solution

Agencies and consultants

Create a reviewed onboarding lesson for a client’s customers.

See the solution

Use cases

Choose the customer task before deciding what to show.

Customer-success onboarding

Teach the workflow the customer needs immediately after signup.

Explore use case

Customer onboarding video

Explain the steps and the expected first result.

Explore use case

User onboarding

Guide a new user through a clearly defined product task.

Explore use case

Founder-led onboarding

Turn a recurring kickoff explanation into a reviewable lesson.

Explore use case

Tutorial video

Explain a practical task with an actionable sequence.

Explore use case

Sales-to-customer handoff

Carry the demonstrated workflow into the customer’s next steps.

Explore use case

Converters

Choose a source that accurately shows what customers can do.

Product docs to video

Use the current guide for the task being taught.

Start converting

Help article to video

Adapt a published setup answer into a short walkthrough.

Start converting

Screenshots to video

Use genuine product screens with readable labels.

Start converting

Screen recording to video

Show a recorded interaction when static screens are insufficient.

Start converting

Document to video

Start from a reviewed customer setup document.

Start converting

Tutorial to video

Turn a written step-by-step lesson into a visual explanation.

Start converting

Tools

Use a focused tool for the part of the lesson you need.

Onboarding video maker

Build a lesson around a customer’s first useful task.

Tutorial video maker

Explain the steps and expected outcome.

Screencast video maker

Use a real recorded interaction to show the product path.

Screen recorder

Capture the current workflow for the lesson’s source material.

Video script generator

Draft concise instructions from the verified guide.

Video editor

Revise an outdated label or step in the finished lesson.

Integrations

Choose the route that fits your reviewed source material.

All integrations

Claude

Discuss the onboarding goal, review the plan and retrieve the lesson in one conversation.

Explore integration

MCP Server

Use ngram’s video tools from another compatible assistant.

Explore integration

Chrome extension

Begin while viewing the product guide in your browser.

Explore integration

n8n

Pass an approved onboarding record into a configured creation workflow.

Explore integration

Zapier

Connect a reviewed customer handoff to a video request and result.

Explore integration

viaSocket

Map the verified setup instructions and selected video settings into the action.

Explore integration

Related workflows

Choose another workflow when the customer’s question changes.

Explain a documented fix

Create a support answer from a verified recovery article.

Explore workflow

Explain a product change

Help customers understand newly published release information.

Explore workflow

Explain a concept

Create a focused lesson from source facts and a worked example.

Explore workflow

Follow up a demonstration

Recap the buyer’s agreed priorities and next action.

Explore workflow

Create a support answer in ngram

Start directly in Studio with the documented checks.

Explore workflow

Prepare a release roundup

Summarize shipped product changes for customers.

Explore workflow

Turn your next source into a video.

View the workflow starter