Use case
Customer Onboarding Videos from Account Data
Give new customers a short onboarding video that reflects their account, plan, first milestone, and next step.
Significant Figures is opening private workflows for teams that want to turn prepared customer fields into reusable video outputs. The page is about onboarding communication, not onboarding automation or a replacement for your customer systems.
Data fields
Fields that shape the onboarding video
customer_nameOpens with the account or team being onboarded.
planClarifies the plan, package, or program they joined.
use_caseConnects the message to the customer goal.
first_milestoneHighlights the first meaningful progress point.
recommended_next_stepEnds with a clear next action.
owner_nameShows who is guiding the customer through the next step.
Use cases
Onboarding videos that stay specific
Welcome recap
Summarize what the customer joined, why it matters, and what happens next.
First milestone video
Recognize a setup step, launch, import, or shared win.
Checklist video
Turn the onboarding plan into a short visual sequence.
How it works
How the private workflow works
Prepare approved account fields
Start with the customer context your team already reviews.
Choose the onboarding story
Map those fields into a welcome, milestone, or next-step sequence.
Use the finished asset
Your team reviews the video and shares it through the channels it already uses.
Capability note
Video support for the process you already run
Significant Figures creates the video asset from prepared data. Your team keeps control of customer records, review, timing, and delivery.
FAQ
Is this onboarding automation?
No. It is a video creation workflow for customer-specific onboarding communication.
Can each customer receive a different video?
The workflow is designed around row-level variation: each approved customer row can shape a different video asset.
Does Significant Figures send the video?
No. Significant Figures creates the asset. Your team decides where and how it is shared.
Related pages
Keep exploring
Next step
Make onboarding communication feel specific.
Talk to us about customer onboarding videos from prepared account data.
