workflow · General
First-time setup tour
Walk through the onboarding flow.
10 min to completeonboarding, tourUpdated 2026-05-26 · v2
Launch this workflow
Opens /onboarding in your workspace
Why use this
You walk through onboarding so the dashboard lands with a personalized setup checklist.
Benefits:
- Personalized checklist on landing
- Replay the tour anytime
- Skips what is not relevant to you
Who this is for: Owner. Time to complete: ~10 minutes. You''ll need: A signed-in account.
Outcome
You finish the onboarding tour and land on the dashboard with a personalized setup checklist.
Steps
- Open /onboarding. The tour starts automatically.
- Walk each step. Skip what is not relevant.
- Land on /welcome and read the checklist.
- Open /dashboard.
Variations
- Replay the tour anytime from /onboarding.
What can go wrong
- Tour doesn''t auto-start: reload, or open the tour modal manually.
Related
- help-onboarding, help-welcome.