Launch customer onboarding when a new account signs up
When a new organization signs up in Clerk, we open a tailored onboarding checklist for your customer success team and announce the account in Slack.
Clerk
Linear
Slack BotOperationsCustomer SupportOnboarding AutomationNotifications & AlertsWhenever a new organization is created in my Clerk application, automatically kick off customer onboarding. Use Clerk's organization.created webhook as the trigger. Read the new organization's name, its creator, and any plan or company-size details from the event and from the organization's metadata.
Before doing anything else, check the organization name against my internal and test workspace patterns (for example, names containing 'test', 'demo', 'staging', 'internal', or my own company name; I will describe the exact patterns to skip). If the name matches one of those patterns, stop and do nothing.
To gauge how large the account is at the start, use Clerk's Get a list of all members of an organization to count the initial members. Combine that count with the plan or size fields from the organization's metadata to judge how significant this signup is.
Draft an onboarding checklist tailored to this specific account instead of a fixed template. Start from our standard steps (kickoff call, account provisioning, integration setup, admin training, success-plan review, and a 30-day check-in) and weight or expand them based on the plan and size: heavier, white-glove steps for larger or higher-tier accounts, and a lighter self-serve path for small or free-tier ones.
Then use Linear's Create Issue to open the onboarding issue for my customer success team. Put the organization name in the title (for example, 'Onboard <Org Name>'), put the tailored checklist in the description, assign it to my customer success owner, and set the priority based on how significant the signup looks: a larger member count or higher-tier plan should map to a higher priority, while small or free-tier accounts map to normal or low.
Finally, use Slack's Send a Message to announce the new account in our #customers channel, posted as the bot. Include the organization name, who created it, the plan or starting size, and a link to the Linear onboarding issue so the team can jump straight in.
Example output
Additional information
What does this prompt do?
- Watches for new customer accounts (organizations) created in your Clerk app and starts onboarding automatically, without anyone lifting a finger.
- Drafts an onboarding checklist tailored to each account, weighting the steps by the customer's plan and size instead of using one fixed template.
- Opens a ready-to-work checklist for your customer success team in Linear, already assigned and prioritized by how significant the signup looks.
- Announces the new account in your customers Slack channel with a link straight to the checklist.
What do I need to use this?
- A Clerk application that creates organizations when customers sign up.
- A Linear workspace where your customer success team tracks its work.
- A Slack workspace and the channel where you announce new customers.
- Optional: the name of the teammate who should own each new onboarding.
How can I customize it?
- Change the standard onboarding steps, or how heavily they scale up for bigger or higher-tier accounts.
- Adjust who each checklist is assigned to and how the priority is decided.
- Set the Slack channel, tweak the announcement wording, and list the name patterns for internal or test workspaces you want skipped.
Frequently asked questions
What kicks off the onboarding?
Can I skip our own test and internal workspaces?
How is the checklist tailored to each customer?
How does it decide the priority?
Do I have to use Linear and Slack?
Related templates
Stop hand-building an onboarding checklist for every new customer.
Let every new account trigger a tailored checklist and a team heads-up automatically.