Clew

How to add an onboarding checklist with Claude Code without a developer

An onboarding checklist with Claude Code: four tasks, a progress bar, each item one click away from the right screen — set up in the Clew editor, no front-end work.

Time
● 15 minutes
Price
14-day free trial, no card
Who does it
You and Claude Code

Example: an onboarding checklist with Claude Code

An invoicing app maintained with Claude Code. Until the first invoice is sent, /invoices shows: add your company details, add a client, send your first invoice, turn on payment reminders.

This format is part of the Pro plan. Every new account starts with a 14-day free trial with all formats and audience rules, no card required. When the trial ends nothing is deleted and published items keep showing; the Free plan keeps tours and tooltips free.

How to add the onboarding checklist with Claude Code, step by step

  1. Step 01

    Copy your Clew snippet

    Create a free account (or sign in), add your site and open Admin → Overview. Click the line in the “No signal from the widget yet.” card to copy it — it carries your real site key instead of the placeholder.

    <!-- Clew: replace PASTE_YOUR_SITE_KEY with the site key from Admin > Overview -->
    <script src="https://tryclew.io/widget/PASTE_YOUR_SITE_KEY.js" async></script>
    Clew admin Overview with the embed line and a masked site key (onboarding checklist with Claude Code)
    Step 1 · schematic illustration
  2. Step 02

    Start Claude Code in the project

    Run claude in the project folder (or open Claude Code in your IDE). It works on your real repository and asks before editing files.

    A terminal-style AI assistant session opened in a project (onboarding checklist with Claude Code)
    Step 2 · schematic illustration
  3. Step 03

    Send the prompt with your key

    Replace PASTE_YOUR_SITE_KEY with your key and send the prompt.

    Add the Clew onboarding widget to this app.
    
    Insert this exact tag once so it loads on every page, including after client-side route changes:
    <script src="https://tryclew.io/widget/PASTE_YOUR_SITE_KEY.js" async></script>
    
    Find the root HTML file or root layout of this project (index.html for Vite, app/layout.tsx with next/script for Next.js App Router, nuxt.config.ts app.head.script for Nuxt, src/app.html for SvelteKit, the base template for server-rendered apps) and add the tag there.
    
    After the signed-in user is loaded, and whenever these values change, call Clew.identify() with a few non-personal properties as strings — for example { plan: "trial", role: "owner", onboarded: "false" }. If the widget may not have loaded yet, first define the queue stub: window.TutorKit = window.TutorKit || { q: [], identify: function (p) { this.q.push(["identify", p]); } }; and call window.TutorKit.identify(...). Never pass names, emails or other personal data.
    
    Rules:
    - Use the script URL exactly as given. Do not download it, bundle it or install an npm package.
    - If the project sets a Content-Security-Policy, allow https://tryclew.io in script-src and connect-src.
    - Change nothing else and show me the diff.
    AI chat with the Clew prompt in the message box (onboarding checklist with Claude Code)
    Step 3 · schematic illustration
  4. Step 04

    Approve the edits and ship

    Approve the proposed edits after reading them, then commit and deploy as usual — or ask Claude Code to open a pull request.

    Code diff with one script line added to the root file (onboarding checklist with Claude Code)
    Step 4 · schematic illustration
  5. Step 05

    Write the checklist items in Clew

    In Clew open Flows → + New flow and choose Onboarding checklist. Fill Checklist title, then add 3–5 Checklist items: a title that is an action, one line of explanation and in Link URL the page where it is done. No selectors are needed.

    An onboarding checklist panel with a progress bar and four tasks, two of them ticked (onboarding checklist with Claude Code)
    Step 5 · schematic illustration
  6. Step 06

    Choose where, when and for whom it shows

    In the same editor, set Where to show (page URL), When to show, Audience targeting and Frequency. These are the settings of the example above:

    SettingValue
    FormatOnboarding checklist
    Where to show (page URL)Section by prefix /invoices
    When to showRight on page load
    Audience targetingProperty first_invoice_sent not equals true
    FrequencyOnce per visitor
    Clew tour editor with the format, page URL rule, trigger and audience rule fields (onboarding checklist with Claude Code)
    Step 6 · schematic illustration
  7. Step 07

    Publish and check it on the live site

    Set Status to Published and save. Open the page in a private window — Clew remembers who has already seen a “once” item, so your usual browser may skip it. Views, completions and drop-offs appear in the tour stats.

    Clew admin Overview with the green “Widget is live” card (onboarding checklist with Claude Code)
    Step 7 · schematic illustration

Pitfalls: onboarding checklist with Claude Code

Claude.ai artifacts are not your app

Code in a Claude.ai chat or artifact runs in a sandbox and isn’t deployed to your users. Install Clew in the actual project with Claude Code, where the change reaches production.

Keep the key out of CLAUDE.md

The site key is public, but it belongs in the page, not in project instructions that get reused across repositories.

Values are compared as text

Rules compare strings. If the app sends onboarded: false as a boolean, write the rule value as false; better, ask the assistant to send strings. The operator exists is true even for false.

One list at a time

While a checklist is open, the widget doesn’t start another tour on navigation. Keep the checklist for the setup phase and let users close it; tours on other pages start afterwards.

Questions and answers

Does Clew send the invoice reminders?

No. The item links to your app’s reminder settings; the app sends reminders.

Do I need a paid Claude plan?

Claude Code is available with Claude subscriptions and API access; Clew itself doesn’t depend on which one you use.

Is the onboarding checklist free?

It is part of Pro. Every new account gets a 14-day trial with checklists and audience rules, no card. When the trial ends, published checklists keep showing.

Are items ticked automatically?

An item is ticked when the user clicks it (its link opens in a new tab). Automatic ticking by app events isn’t available yet.

One line on your site — then tours, tooltips and checklists without releases.

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