Flowchart
Product Onboarding Flow
Plan a user onboarding journey from signup through profile setup, activation, invites, and success.
Use Cases
Sketch a SaaS onboarding path before implementation
Identify activation moments and incomplete setup loops
Share onboarding logic with product, design, customer success, and engineering
Define what happens when users skip setup, invite teammates, or need guided assistance
How This Workflow Works
| Step | Purpose |
|---|---|
| Sign up | Starts the journey when a user creates an account or accepts an invitation to the product. |
| Create profile | Collects the user, workspace, or account details needed to personalize the onboarding path. |
| Setup check | Determines whether the user has completed the minimum actions required for activation. |
| Setup checklist | Guides incomplete users back through required tasks instead of letting them stall silently. |
| Invite teammates | Adds the collaboration step that often turns a single signup into an activated workspace. |
How To Customize
Swap the setup checklist for your actual activation requirements
Add branch labels for skipped, blocked, or completed setup states
Connect invite and success steps to retention or lifecycle actions
Add role-specific onboarding paths for admins, teammates, or viewers
Include lifecycle emails, in-app prompts, or customer success handoffs after activation
Edit This Template Visually
Open this template in the editor to work from the rendered diagram and the Mermaid source together. Click a node in supported flowchart and sequence diagrams to locate the matching code, select source lines to find the related shape, or ask AI to rename, expand, restyle, or rewrite the selected part of the workflow.
Mermaid Source
flowchart TD
signup[Sign up] --> profile[Create profile]
profile --> setup{Setup complete?}
setup -->|No| guide[Show setup checklist]
guide --> setup
setup -->|Yes| activate[Activate workspace]
activate --> invite[Invite teammates]
invite --> success([Onboarding complete])