Launch customer onboarding when a new account signs up

Whenever a new organization is created in my Clerk application, automatically kick off customer onboarding. Use Clerk's organization.created webhook as the trigger. Read the new organization's name, its creator, and any plan or company-size details from the event and from the organization's metadata.

Before doing anything else, check the organization name against my internal and test workspace patterns (for example, names containing 'test', 'demo', 'staging', 'internal', or my own company name; I will describe the exact patterns to skip). If the name matches one of those patterns, stop and do nothing.

To gauge how large the account is at the start, use Clerk's Get a list of all members of an organization to count the initial members. Combine that count with the plan or size fields from the organization's metadata to judge how significant this signup is.

Draft an onboarding checklist tailored to this specific account instead of a fixed template. Start from our standard steps (kickoff call, account provisioning, integration setup, admin training, success-plan review, and a 30-day check-in) and weight or expand them based on the plan and size: heavier, white-glove steps for larger or higher-tier accounts, and a lighter self-serve path for small or free-tier ones.

Then use Linear's Create Issue to open the onboarding issue for my customer success team. Put the organization name in the title (for example, 'Onboard <Org Name>'), put the tailored checklist in the description, assign it to my customer success owner, and set the priority based on how significant the signup looks: a larger member count or higher-tier plan should map to a higher priority, while small or free-tier accounts map to normal or low.

Finally, use Slack's Send a Message to announce the new account in our #customers channel, posted as the bot. Include the organization name, who created it, the plan or starting size, and a link to the Linear onboarding issue so the team can jump straight in.