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Onboarding process for integrations

Open matteobad opened this issue 1 year ago • 0 comments

Summary

  1. As a user
  2. I want to have a guided onboarding process to connect my first integration
  3. So that I can start using the app with real data

When a user signs in and there still are no Integrations e no data we should prompt the user to start an onboarding process. It could be a simple button "Add Integration" that when clicked takes the users into an onboarding process. Below an idea of the process.

image

Maybe we should also integrate the Connectors initial settings if not already done?

Acceptance Criteria

  1. If the user signs up for the first time
  2. He should see the prompt to start the onboarding process
  1. If the user start to follow the onboarding process
  2. He should be able to add its first integration
  3. He should be redirect to the dashboard and see some data

Also, here are a few points that need to be addressed:

  1. Also users that signs in but still have no data or integrations should see the onboarding process

Resources

  • Example: https://github.com/juliusmarminge/acme-corp/tree/main/apps/nextjs/src/app/(dashboard)/onboarding

Notes

  • validate the onboarding process
  • maybe split into multiple issues?

matteobad avatar Feb 07 '24 10:02 matteobad