Kick off new calibration lab customers with a smooth onboarding experience
Every morning, WebRun checks IndySoft for new customer records added since yesterday, creates a personalised onboarding checklist row in Google Sheets, drafts a welcome email for the customer in Gmail, and pings the assigned account manager in Slack with a link to the onboarding record.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically kick off onboarding for new calibration lab customers?
WebRun checks IndySoft every morning for new customer records, creates a personalised onboarding checklist row in Google Sheets, drafts a welcome email in Gmail for the account manager to review and send, and posts a Slack notification to the assigned account manager with full customer context, so every new customer gets a structured onboarding from day one.
- Every new customer gets a structured onboarding checklist within 24 hours of being added
- Account managers are immediately notified with all the context they need to act
- Welcome emails are ready to personalise and send in minutes, not hours
Built for calibration lab account managers · commercial calibration services · quality lab administrators · metrology service coordinators
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
www.indysoft.comin a real browser with your saved login - no setup, no API keys. -
1
IndySoft - detect new customer records added since yesterday
indysoft.com How to Automate IndySoft
WebRun opens IndySoft to detect new customer records added since yesterday. - Open IndySoft and filter customer records created since the previous run
- Capture the customer name, email, company, assigned account manager, and any instruments registered
- Skip any customer already in the onboarding tracker
Done when All newly added customers are identified with their contact and assignment details.
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2
Google Sheets - create onboarding checklist row for the customer
google.com How to Automate Google Sheets
WebRun opens Google Sheets to create onboarding checklist row for the customer. - Append a new row to the onboarding tracker for each new customer with their name, email, account manager, and a set of standard onboarding tasks
- Pre-populate task checkboxes: welcome email sent, instruments registered, first calibration booked, certificate template agreed
Done when A structured onboarding checklist row exists in Google Sheets for every new customer.
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3
Gmail - draft welcome and next-steps email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft welcome and next-steps email. - Draft a warm welcome email to the customer outlining the next steps, what to expect, and who their account manager is
- Include the lab's contact details and a link to book the first calibration
- Leave the draft for the account manager to personalise and send. Do not send automatically.
Done when A draft welcome email is staged in Gmail for each new customer.
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4
Slack - notify the assigned account manager
slack.com How to Automate Slack
WebRun opens Slack to notify the assigned account manager. - Post a notification to the account-management Slack channel tagging the assigned account manager
- Include the customer name, their registered instruments, and a link to the Google Sheets onboarding row
Done when The assigned account manager is notified in Slack with full onboarding context.
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 send the welcome email to the new customer automatically?
No. The welcome email is drafted in Gmail for the account manager to personalise and send. Nothing goes to the customer without human review.
What if the customer is added to IndySoft without an assigned account manager?
The Slack notification goes to the general account-management channel instead, so the team can assign ownership manually.
Can we customise the onboarding checklist tasks in Google Sheets?
Yes. The tasks are read from a template row in the Google Sheets tracker, so you can add, remove, or rename tasks without changing the workflow.
Related templates
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