How to set up automated video workflows in Bonjoro for customer onboarding

So, you want to make your customer onboarding stand out, but you don’t have time to send every new signup a custom video by hand. That’s where Bonjoro comes in—a tool built for sending personalized videos, with just enough automation to keep you sane.

If you’re reading this, you probably handle onboarding for a SaaS, course, or service. You know a personal touch matters, but you don’t want to spend all day recording intros. This guide will walk you through setting up automated video workflows in Bonjoro, so you can greet new users without losing your mind (or your week).

Let’s dig in.

Why Bother With Automated Video Onboarding?

  • People actually watch videos. Most onboarding emails get ignored. A quick video stands out and feels human.
  • You don’t have time for busywork. Automation means you only record or send what matters.
  • It’s not magic. No tool (including Bonjoro) is going to fix a bad onboarding process. But it can make a good one feel personal, even as you scale.

If you just want to spam generic videos, don’t bother—customers can smell a fake a mile away.

Step 1: Get the Basics Set Up in Bonjoro

Before you can automate anything, you need a Bonjoro account. (Obvious, but you’d be surprised.)

  1. Sign up and log in.
  2. Go to Bonjoro’s website and create an account.

  3. There’s a free trial, and paid plans start at reasonable prices. If you’re not sure, the free version is fine for testing.

  4. Poke around the dashboard.

  5. The interface is simple: you’ve got your inbox (Bonjoro calls them “tasks”), templates, integrations, and video library.

  6. Don’t worry about the advanced stuff yet. You just need to know where things live.

  7. Set up your profile and branding.

  8. Upload a good headshot. Nobody wants to get a video from a mystery logo.
  9. Customize your “video landing page” with your brand colors and a welcome message.
  10. Add your email signature or a CTA button if you want people to reply or book a call.

Pro tip: Don’t overthink branding. The video is the star—the rest is just window dressing.

Step 2: Connect Your CRM or Signup Tool

Automated workflows rely on triggers—like a new signup in your CRM, or a purchase in your e-commerce platform.

  1. Find your integration.
  2. Bonjoro connects directly with popular tools like HubSpot, Intercom, Mailchimp, and Zapier.

  3. If your tool isn’t listed, Zapier or Make.com can usually bridge the gap.

  4. Connect your data source.

  5. Head to “Integrations” in Bonjoro.
  6. Choose your platform and follow the prompts to link your account.

  7. For Zapier: You’ll need to set up a Zap that sends new users into Bonjoro as “tasks.”

  8. Map your fields.

  9. Tell Bonjoro which data to pull in (name, email, any custom fields like signup plan).
  10. The more info you map, the more personal you can make your videos.

What to ignore: Don’t try to sync every field under the sun. Just grab what you’ll actually use to personalize the video.

Step 3: Build Your First Workflow

Here’s where the automation magic happens.

  1. Create a new workflow.
  2. In Bonjoro, go to “Workflows” and click “New Workflow.”

  3. Pick your integration as the trigger (e.g., “New User in HubSpot”).

  4. Set your trigger conditions.

  5. You might want to send a video for every new signup or only for certain plans.

  6. Add filters: for example, only send for users with “Pro” in the plan name.

  7. Choose your action.

  8. The default is “Create a Bonjoro task”—this means Bonjoro will queue up a reminder for you (or your team) to record a video.

  9. If you want fully automated videos, you can set up pre-recorded “canned” videos to send out automatically, but… see the honest take below.

  10. Assign the task.

  11. If you have a team, decide who gets the task. Otherwise, it’ll land in your own Bonjoro inbox.

Honest take: Pre-recorded videos can save time, but they’re much less effective. If you must use them, keep them super short and generic (and don’t pretend they’re personal). The sweet spot is using automation to tee up personalized videos, not to blast out the same clip to thousands.

Step 4: Craft a Killer Video Template

Templates save you from rewriting the same message every time. They also help you stay focused when recording.

  1. Write a template script.
  2. Start with a basic outline: “Hi [Name], welcome to [Product]. I’m [Your Name], and I’m here if you need help with [common question].”

  3. Leave blanks or prompts for yourself to mention something specific about the user (e.g., “Saw you signed up for the Pro plan—nice choice!”).

  4. Add a call to action.

  5. Invite them to reply, book a call, or check out your getting-started guide.

  6. Avoid the hard sell. This is onboarding, not closing.

  7. Test your template.

  8. Record a couple of sample videos to see if the script feels natural. If it sounds robotic, tweak it.

  9. Save it in Bonjoro.

  10. Go to “Templates” and create a new one. You’ll be able to pick this when recording.

Pro tip: Don’t read from a script word-for-word. Use the template as a prompt, but speak like a human. People can tell.

Step 5: Test the Workflow (Before You Go Live)

This is where most people mess up. Don’t skip it.

  1. Trigger a test user.
  2. Create a fake signup or use a test contact in your CRM.

  3. Make sure the Bonjoro task appears in your dashboard.

  4. Record and send a test video.

  5. Use your template. Check how the user’s info pulls in.

  6. Send it to your own email, or a colleague’s.

  7. Check the recipient experience.

  8. Open the email. Does the video play? Does the name come through?

  9. Test it on mobile and desktop.

  10. Look for awkward spots.

  11. Is there weird placeholder text showing up?
  12. Did your video get flagged as spam?
  13. Are you getting notifications in the right place?

What to ignore: Don’t obsess over perfect lighting or fancy backgrounds. Just make sure the basics work and your message is clear.

Step 6: Go Live (and Keep It Simple)

Once you’ve tested a few times and fixed any issues, turn your workflow on.

  1. Flip the switch.

  2. In Bonjoro, activate your workflow. New users will now trigger tasks automatically.

  3. Establish a daily habit.

  4. Block 10–15 minutes a day to record and send your queued videos.

  5. The actual recording takes less time than you think (30–60 seconds per video is plenty).

  6. Watch your analytics—but don’t get obsessed.

  7. Bonjoro tracks opens, views, and replies. If nobody’s watching, tweak your subject line or message.
  8. But don’t get lost in the data. The goal is real connection, not vanity metrics.

Pro tip: If the queue gets too long, set up rules to only send videos to your highest-value users. You’re not a robot.

What Works, What Doesn’t, and What to Ignore

What works: - Personalizing each video, even if it’s just saying their name. - Keeping videos short and to the point. - Using automation to batch the boring stuff, but keeping the human touch for the video itself.

What doesn’t: - Sending generic, obviously pre-recorded videos. People will spot it and tune out. - Trying to automate everything. The whole point is to feel personal.

What to ignore: - Overly fancy landing pages or templates. If you’re spending more time on design than on your message, you’re missing the point. - Chasing every new “AI” feature. Most of them are just fluff, at least for now.

Wrapping Up: Start Simple, Iterate Fast

Here’s the truth: the first version of your automated video workflow won’t be perfect. That’s fine. The important thing is to start simple—connect your tool, set up one workflow, and record a few videos. See what works. Tweak as you go.

Don’t let automation turn you into a robot. Use it to free up your time so you can focus on the stuff that really matters: making new customers feel like they matter.

Now, go make onboarding less boring.