Use case workflow
Onboarding videos
A practical workflow for recording short onboarding videos that help new users understand one setup path, feature, or product habit at a time.
The problem
Onboarding videos become hard to use when they try to explain the whole product at once. A useful onboarding recording should show one moment of progress, remove setup noise, and leave the viewer with a clear next step.
Recommended recording setup
- Choose one onboarding milestone, such as first project, first upload, first export, or first team handoff.
- Use a clean demo account with realistic names and empty states that match a new user.
- Write the first click, success state, and next action before recording.
- Keep browser tabs, notifications, bookmarks, and private workspace details out of frame.
Tool sequence
Plan the lesson
Demo script outline
Turn the onboarding step into a short setup, action, result, and next step.
Prepare the screen
Screen cleanup checklist
Clean up the browser, app state, and desktop before recording.
Record the walkthrough
Screen and webcam recorder
Capture the product flow with optional camera and microphone context.
Guide attention
Add callouts to video
Add clear emphasis for fields, buttons, and success states.
Prepare sharing
Video description generator
Write a concise summary for the help center, email, or onboarding checklist.
Export settings
- Use 16:9 when the video lives in a help center, docs page, or customer email.
- Keep each video focused enough that it can be replaced when the UI changes.
- Export at a size where form labels, menu items, and success messages remain readable.
- Use filenames that include the onboarding step and product area.