Use case
Onboarding summary video for Accounting / Invoicing
Generate onboarding progress summaries as soon as activation milestones are reached.
Why Accounting / Invoicing teams still ship reports manually
- Cashflow reporting is often delayed.
- Stakeholders need predictable summaries.
- Manual recap work repeats each period.
- Invoices and payments need clearer communication.
Automate onboarding summary video with an API
- Trigger the workflow when onboarding is complete happens.
- POST structured data to /render using template onboarding-summary-v1.
- Render asynchronously at scale and receive a webhook when the MP4 is ready.
- Deliver the video via email, client portal, or dashboard.
Input (structured data)
{
"brand": "accounting-invoicing",
"data": {
"accountId": "example-accountId",
"cashIn": 84200,
"dso": "31d",
"highlight": "invoices",
"invoicesSent": 482,
"milestones": "example-milestones",
"overdue": 41,
"paid": 392,
"period": "2026-01-14"
},
"template": "onboarding-summary-v1"
}Output (deterministic MP4)
- 30-45s MP4 video
- Milestone checklist and completion times
- Brand styling applied automatically
- Webhook with output URL
Architecture
Data source / event | v Rendivia Render API | v Queue + Workers | v Remotion templates | v Branded MP4 + webhook
How it works
Track milestones
Collect activation steps and completion timestamps.
Render summary
POST to /render with onboarding-summary-v1.
Async processing
We render and return a webhook on completion.
Deliver
Send the recap in-app or via email.
Benefits
- Automate invoice and cashflow summaries.
- Reduce reporting time each cycle.
- Deterministic output you can trust in production.
- A repeatable workflow triggered by onboarding is complete.
Common questions
Can I personalize by user?
Yes. Include the user or account name in the payload.
Does it work for teams?
Yes. Pass team milestones and the template adapts.
Related
Generate onboarding summary video via API
Create an API key and render your first onboarding summary video in minutes.
Get API key