How to create an automated “onboarding” flow that unlocks new training videos as the user completes tasks?

Automation & No-Code

Define the user journey where completing a task unlocks the next training video. Use a simple gating rule to reveal content only after required tasks are completed.
Keep the flow self-contained. Store unlock state with user ID and task IDs. Show a progress indicator in the UI.
Test the flow across different user roles and edge cases to ensure reliability.

Who is this for?

- Product managers designing onboarding flows
- Instructional designers creating progressive training
- Developers building gating logic
- Content teams coordinating video catalogs
- Support teams handling unlock-related inquiries

Before you start

- Access to a content catalog with videos
- Ability to track task completion (e.g., through events or a log)

General Process (How it works)

  1. Define trigger and scope Set the event that starts when a user completes a designated task(s).
  2. Validate progress Confirm the user has completed required tasks before unlocking content.
  3. Determine unlock criteria Specify which videos unlock at each milestone level.
  4. Fetch unlockable content Query catalog for videos to unlock based on criteria.
  5. Apply access and UI update Grant access and update progress indicators in the UI.
  6. Notify user Show a confirmation and next steps after unlock.
  7. Log and audit Record unlock events for troubleshooting and metrics.
  8. Test edge cases Simulate partial completions and re-tries.

Common beginner mistakes

❌ Assuming all users see the same content
❌ Locking too many videos at once
❌ Missing fallback when unlock fails
❌ Ignoring accessibility for gated content
❌ Not logging unlock events
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