ClaudeEach recurring onboarding question or approved process update

Explain a fintech onboarding step in Claude

Give Claude the approved customer instructions for one onboarding step. Review ngram’s explanation, then create a video that tells customers what to prepare and what to do next.

See what you can make

A general onboarding explanation created through Claude from Wise’s current public guide. Labeled diagrams show preparation and status messages, with the complete guide as the next destination.

Prompt

Use the connected ngram tools to create a customer-onboarding explanation for a fintech support team. The audience is a Wise customer who has been asked to verify their identity and wants to know what to prepare and what the status message means. Use only this reviewed public source, checked November 2, 2026: https://wise.com/help/articles/2949801/how-does-wise-verify-my-identity Use this exact narration: “If Wise asks you to verify your identity, start with the instructions in your account. Check which documents are accepted for your country. Use a clear photo of an original, valid document, with the required details visible. A pending review means wait for an update. If the account asks you to update information, open that message and follow the specific reason given. Read Wise’s current verification guide before you begin.” Create a 45-second, 16:9 Editorial video with calm English narration and quiet background music. Make a clearly illustrated guide with simple document and status graphics. Show these four stages: follow your account instructions; check the accepted document; prepare a clear photo; read the current status. Label the example “Illustrated guide” and show “Source: Wise Help Centre” with wise.com/help on the closing card for at least four seconds. The diagrams must look like explanatory graphics. Do not imitate Wise’s app screens, show actual identity documents, invent approval times, promise verification or display account data. Do not open a financial account or perform a transaction. Show the selected settings and total estimate before creation. After I confirm, stop for plan review and show the complete narration and scene plan. Wait for approval before production. Continue this same video when I ask for progress. Do not schedule reminders or tasks. Return its preview, ngram project and available 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.

Read the video transcript

If Wise asks you to verify your identity, start with the instructions in your account. Check which documents are accepted for your country. Use a clear photo of an original, valid document, with the required details visible. A pending review means wait for an update. If the account asks you to update information, open that message and follow the specific reason given. Read Wise’s current verification guide before you begin.

How it works

One source. A repeatable workflow.

04 steps · Claude

Start with

Approved onboarding instructions and demonstration assets

ngram logo

Create in

Claude

Make

A focused customer instruction video

  1. Define the single onboarding question

    Open Claude with ngram enabled. Paste the workflow prompt and approved instructions. Name the customer’s starting situation, relevant conditions and next action.

  2. Review the customer actions in the plan

    Confirm the selected settings with plan review. Check the narration against the guide, including accepted inputs, status meanings and where customers should continue.

  3. Watch the complete explanation

    Ask Claude for progress on the existing video. Check every visible label and spoken instruction. Use genuine demonstration assets where available and clearly labeled diagrams for conceptual steps.

  4. Place the video with the current guide

    Choose a viewing link or available MP4 export for the intended audience. Keep the current help article beside the video so customers can check their specific situation.

Watch the workflow

Create a fintech onboarding explanation in Claude

Walk through the actual brief, confirmed settings, reviewed status instructions and download handoff in the saved Claude conversation, then watch the complete video.

Read the walkthrough transcript

The walkthrough shows the source guide and supplied narration in the actual Claude conversation. The 45-second Editorial settings are confirmed with plan review. The document-preparation and status-message scenes are checked against the source. Claude returns the completed MP4 and ngram project. The complete onboarding explanation plays with this narration. If Wise asks you to verify your identity, start with the instructions in your account. Check which documents are accepted for your country. Use a clear photo of an original, valid document, with the required details visible. A pending review means wait for an update. If the account asks you to update information, open that message and follow the specific reason given. Read Wise’s current verification guide before you begin.

Your starting point

Start with the prompt.

Prepare the approved onboarding explanation in Claude, then review the customer actions and visual treatment with ngram.

Open Claude ↗

Connect ngram to Claude

Review. Then deliver.

Claude returns the customer explanation and ngram project. Review the complete instructions before sharing with customers.

While your video is being made

Ask Claude for this video’s current status and review any pending plan or question.

Share a link

Choose visibility for the intended customers or reviewers and keep the current guide with the video.

Download the video

Ask Claude to prepare an MP4 using an option available to the ngram account. Download in the ngram project requires an eligible paid plan. Review the saved video before distribution.

If the workflow needs attention

Ask Claude to inspect the existing attempt and explain the source or creation issue. Continue with its existing video ID and project link.

The video implies an approval or timing guarantee
Provide the approved qualification and revise the affected narration and label together.
A diagram looks like an actual app screen
Use a genuine demonstration screen or label and simplify the graphic so its explanatory role is clear.
The customer instructions have changed
Supply the updated guide and identify the changed step or status. Review the revised video and its destination before replacing the older explanation.

Keep the workflow. Change the story.

  1. 01

    Answer the next recurring question

    Replace the audience situation, guide, narration and visual direction together. Keep each video focused on one useful next action.

  2. 02

    Refresh a changed onboarding step

    Update the existing video when the approved process changes. Recheck the customer conditions and the linked current guide.

Turn your next source into a video.