Kick off every new audit engagement with a complete onboarding checklist
When a new engagement is created in Suralink, WebRun immediately sets up the standard PBC request list within the engagement, creates a new onboarding record in Airtable with all kickoff tasks, and drafts a client welcome email in Gmail for your team to review and send before any client communication goes out.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically kick off the onboarding process for a new audit engagement in Suralink?
As soon as a new engagement is created in Suralink, WebRun applies your firm's standard PBC request list with due dates, creates a full onboarding record in Airtable with kickoff tasks assigned to your team, and stages a client welcome email draft in Gmail for review. Nothing goes to the client until your team approves and sends the draft.
- New engagement has a complete PBC request list with due dates set in minutes
- Kickoff task record in Airtable ready before the team's first call with the client
- Client welcome email staged for review, not sent, until the team approves
Built for audit managers · CPA firms · engagement partners · audit operations teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.suralink.comin a real browser with your saved login - no setup, no API keys. -
1
Suralink - configure PBC request list
suralink.com How to Automate Suralink
WebRun opens Suralink to configure PBC request list. - Detect the new engagement created in Suralink
- Apply your firm's standard PBC request list template to the new engagement
- Set due dates on each request based on the engagement deadline
- Confirm the client portal is active and the client contact is linked
Done when The new engagement has a complete PBC request list with due dates and an active client portal.
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2
Airtable - create onboarding task record
airtable.com How to Automate Airtable
WebRun opens Airtable to create onboarding task record. - Create a new onboarding record in the engagement tracker Airtable base
- Populate the record with the engagement name, client, partner, manager, and deadline date
- Add standard kickoff checklist tasks as linked records with responsible team members
Done when The new engagement has a full onboarding record and kickoff task list in Airtable.
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3
Gmail - draft client welcome email for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft client welcome email for review. - Draft a client welcome email explaining how to use the Suralink portal and what documents to expect
- Include the engagement name, expected timeline, and a direct link to the client portal
- Save the draft in Gmail for your team to review before sending
- Never send the welcome email to the client automatically
Done when A draft welcome email is staged in Gmail for review, ready to be sent once the team approves it.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email the new client automatically when an engagement is created?
No. WebRun drafts the welcome email and saves it in Gmail for your review. The email is only sent when a team member approves and sends it, ensuring accuracy before any client contact.
Can I customize the standard PBC request list it applies?
Yes. During setup you provide your firm's template PBC list, and WebRun applies that template to each new engagement. Different templates can be assigned for different engagement types.
What if an engagement is created outside business hours?
WebRun runs the onboarding kickoff as soon as it detects the new engagement in Suralink, regardless of time. The Gmail draft and Airtable record will be ready when your team arrives in the morning.
Related templates
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